Blog | millio - Truly native Salesforce banking

2023/09/27

Salesforce

Here's how you can use Salesforce in your finance department

Salesforce is primarily known as a system for customer data management. However, you can also optimally use CRM in your finance department to optimise financial processes. In this article we show you how.

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2023/08/03

Success Story, Use Case

SaaS: So arbeiten wir bei millio mit millio

"Drink your own champagne" heißt es so schön... gemeint ist, die eigenen Produkte auch selbst im Alltag einzusetzen. Das tun wir natürlich. Und geben dir hier einen Einblick, wie wir selbst millio in unserem Finanzprozess einsetzen.

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2023/07/31

Salesforce

Effizient, fehlerfrei und zeitsparend: Die Vorteile automatisierter Finanzprozesse in Salesforce

Das Geheimnis erfolgreicher Finanzabteilungen liegt in automatisierten Finanzprozessen. Dass diese Prozesse auch in Salesforce abbildbar sind, wissen viele jedoch nicht. Dabei hat es zahlreiche Vorteile, auch deine Finanzen im CRM System zu managen.

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2023/06/20

Success Story

Success Story: well:fair foundation

An overview of the available financial resources as well as efficient donation management is a must for every non-profit organisation. This is how millio helps the well:fair foundation in its daily work.

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2023/06/05

Use Case

millio@work: Real estate industry

Payment processes in the real estate industry are highly complex. However, they are often still processed manually and are therefore prone to errors. Find out here what makes millio the perfect support for your finance department in the real estate sector.

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2023/06/01

Use Case

millio@work: Non-profit organisations

Non-profit organisations make an invaluable contribution to society. But often there are manual processes happening in the background that keep you from doing your actual charitable work. millio helps you with the administration and allocation of your donations. Find out how here.

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2023/04/24

Basics

Efficient accounting: 5 advantages of a digital accounting solution for SMEs

In times of digitalisation, a modern solution for your invoices offers numerous advantages. From time savings to cost savings to environmental friendliness, these are the 5 benefits of a digital invoice solution...

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2023/02/22

Basics

EBICS vs. HBCI/FinTS: Welches Verfahren ist das Richtige für deine Bankgeschäfte?

Die Wahl des richtigen Verfahrens zur Abwicklung von Bankgeschäften ist für Unternehmen von entscheidender Bedeutung. Wir erklären, was EBICS und HBCI/FinTS sind, was die Standards können und beleuchten die Unterschiede, um dir bei der Wahl des passenden Verfahren für dein Unternehmensbanking zu helfen.

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2023/02/15

News

New partnership: bluplanet x millio

We are happy to announce a new partnership: bluplanet is the #1 digital marketplace for Salesforce Cloud solutions, through which you can now easily and quickly obtain millio licences.

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2022/12/09

Success Story

Success Story: vibe moves you

vibe moves you has its sights firmly set on the future of electromobility. And we at millio help vibe keep an eye on the finances directly in Salesforce.

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2022/11/27

Success Story

Success Story: Schwäbische Liegenschaften

How the real estate developer and portfolio holder is taking its financial processes to a new level with millio.

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2022/10/18

Basics

E-bill - These 5 points you have to consider

They hardly exist any more: the invoice by post. In the Corona year 2021, more electronic invoices were sent than ever before. But there are also a few things to consider when sending e-invoices. We'll tell you what these points are in our article.

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2022/10/11

Basics

Start-ups should keep an eye on these 8 financial KPIs

There are countless key figures that an entrepreneur has to keep an eye on. However, overloaded controlling quickly frustrates. Which KPIs are particularly relevant for start-ups? In this article you will learn which key figures are really important for your start-up.

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2022/09/19

Use Case

How millio optimises your business online banking

When companies talk about process optimisation, they rarely think about payment and banking processes.
But integrating accounting into Salesforce has numerous advantages. Find out what they are here.

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2022/08/22

News

New partnership: allUpp x millio

We are pleased about a new partnership: With allUpp - one of the most successful Salesforce implementation and reselling partners from Austria - we at millio are entering into a comprehensive cooperation to jointly digitalise finance departments.

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2022/04/07

Use Case, Basics

What is millio?

millio is the first native online banking app for Salesforce to automate banking and invoicing processes. Find out here what millio can do and how the business banking app supports your finance department in its daily work.

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2022/03/17

Salesforce, Millio

4 reasons for the CRM integration of your online banking

Business processes are increasingly mapped in CRM and ERP systems to make them even more efficient and transparent. Find out here what you can gain by integrating your business online banking into the CRM.

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2022/03/08

Basics

Was sind XS2A und FinTS

Wenn es um Bankschnittstellen geht, fallen häufig die Abkürzungen „XS2A“ und „FinTS“. Doch worum genau handelt es sich dabei? Und was ist der Unterschied? Die Antwort darauf findest du hier.

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2022/01/12

Basics

Was bedeutet Open Banking?

Banking wird zunehmend einfacher, angenehmer und serviceorientierter. Sich per App einen aktuellen Überblick über den eigenen Kontostand zu verschaffen ist – insbesondere im B2C-Bereich – keine Neuheit mehr. Doch was genau versteht man unter Open Banking? Wir klären auf.

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2021/11/22

Basics

Wer oder was ist finAPI?

millio greift auf die Schnittstelle von finAPI zurück. Doch wer oder was genau ist finAPI eigentlich und wozu braucht millio diese Schnittstelle? Das verraten wir dir im Beitrag.

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2021/10/22

Salesforce

What is Salesforce CPQ?

Salesforce offers numerous additional solutions to optimise business processes. Salesforce CPQ is one of them. In this article you can find out in which areas CPQ is used and what CPQ can do.

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2021/09/23

Basics

How to take away the fear of process automation from your employees

The introduction of process automation technologies makes sense, but is not always easy. Staff and teams are often critical of the change. With these tips you will succeed in the implementation.

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2021/09/16

Basics

These are the skills you need to be successful as a CFO in the future

Not only companies are facing the challenges of our time. The requirements for specific positions are also changing dramatically. Find out here what the CFO of the future will look like and what skills he or she will need in the future.

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2021/08/25

Basics

3 reasons why you should automate your business processes immediately

Globalisation and enormously rapid technological changes are forcing more and more companies to deliver optimal results in less time. This is only possible through automated processes. We show you why you should automate your processes today.

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2021/08/23

Basics

Prozessoptimierung 1.0 – die Basics erklärt

Jedes Unternehmen weiß, wie wichtig das Thema Prozessoptimierung ist, aber wirklich greifbar ist es selten.
Was bedeutet Prozessoptimierung genau? Wo fängt man an, an welcher Stelle hört man auf? Viele Fragen, die wir auf unserem Blog in Zukunft beantworten wollen.

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