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CRM & Revenue

Integración con Salesforce

The Salesforce integration brings closed-won opportunities, contracts, and accounts from Salesforce into Rivane in real time, where each contract generates an ASC 606 revenue recognition schedule automatically. Contract amendments flow through and reallocate the remaining revenue, so sales and finance work from the same contract data. Data flows one way, from Salesforce to Rivane.

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Ciclo de conciliaciónContinuo · hoyEn vivoBANCOMAYOR
Registros de Salesforce que llegan al libro mayor, cotejados y listos para revisar.

Qué se sincroniza

Opportunities
Closed-won deals and amounts
Contracts
Terms, start/end dates, products
Accounts
Customer records for linking

Dónde llegan los datos de Salesforce en Rivane

DatosDónde se registra en Rivane
Closed-won opportunitiesDeal amounts linked to Rivane customers
ContractsRevenue schedules built from terms, start and end dates, and products
Contract amendmentsRemaining revenue reallocated on the existing schedule
AccountsRivane customer records

Un flujo de trabajo típico

A rep marks a multi-year deal closed-won. The contract syncs to Rivane and a recognition schedule is built from its terms. When the customer changes the contract mid-term, the amendment syncs, the remaining revenue is reallocated, and the change stays traceable to the contract.

Funciones clave

Contract-driven rev rec

Closed-won contracts generate recognition schedules automatically.

Amendment sync

Contract changes flow through and reallocate revenue.

One source of truth

Sales and finance work from the same contract data.

Preguntas frecuentes

Conectar Salesforce con Rivane

Ve la integración en vivo y cómo encaja en tu cierre.

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