millio Blog – Automated Payment Reconciliation and SEPA Payments in Salesforce

2024/01/10

Basics, Salesforce

These innovative Salesforce tools will help you in the financial sector

Which Salesforce tools are best for your finance department and why? Learn about powerful Salesforce solutions that are guaranteed to revolutionise your finance department.

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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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2023/07/31

Salesforce

Efficient, error-free, and time-saving: The advantages of automated financial processes in Salesforce

The secret of successful finance departments lies in automated financial processes. However, many do not know that these processes can also be implemented in Salesforce. There are numerous advantages to managing your finances in the CRM system as well.

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2022/03/17

Salesforce

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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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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