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CRM & Revenue

Integrasyon sa 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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Match runContinuous · todayLiveBANKLEDGER
Mga record ng Salesforce na dumadaloy papunta sa ledger, tugma na at handa nang suriin.

Ano ang na-sync

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

Kung saan napupunta sa Rivane ang datos ng Salesforce

DataSaan ito napupunta sa 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

Isang karaniwang workflow

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.

Mga pangunahing feature

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.

Mga madalas itanong

Ikonekta ang Salesforce sa Rivane

Tingnan ang integration nang live at kung paano ito bagay sa iyong close.

Humiling ng demo