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CRM & Revenue

Intégration 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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Cycle de rapprochementContinu · aujourd'huiEn directBANQUEGRAND LIVRE
Les enregistrements Salesforce arrivent dans le grand livre, rapprochés et prêts à être revus.

Ce qui est synchronisé

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

Où les données Salesforce arrivent dans Rivane

DonnéesOù elles arrivent dans 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 flux de travail type

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.

Fonctionnalités clés

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.

Questions fréquentes

Connecter Salesforce à Rivane

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