Why Sales2Cash? cassidybelk March 1, 2024

Why Sales2Cash?

SALES2CASH helps RevOps teams streamline, manage, and track recurring revenue with penny-perfect accuracy.

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The Sales2Cash Difference

After decades of helping SaaS companies scale, our Salesforce architects saw a problem we knew we could solve — there was no reliable way for tech companies to manage recurring revenue models in Salesforce. Available on the App Exhange, Sales2Cash is designed to serve the unique needs of recurring revenue teams. 

Before

  • Inefficient & manual revenue tracking
  • Incorrect or fragmented data
  • Manual contract, invoice and revenue schedule generation
  • No clear view of customer purchases, renewals or upsells

After

  • Get real-time insights about Opps
  • Automatically generate invoices and subscription contracts
  • Syncs directly to NetSuite and Quickbooks
  • Sales Tax compatible
  • Track usage and overage charges
  • Access custom consulting services
  • Seamlessly manage renewals, upsells and downsells
  • Sync to Stripe (coming soon)

Coming from Place Technology?

Ask us about our discount for former Place Technology customers.

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Sales2Cash is a comprehensive, must-have solution for revenue operations. What sets Sales2Cash apart is not just its robust features but also the exceptional team behind it. They've been responsive, helpful, open to feedback, and an overall joy to work with. Sales2Cash is powerful, easy to use, and backed by a team that truly cares.

Kevin Heraly

Terminus

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Sales2Cash is easy to use and powerful. We used Sales2Cash to overhaul a go-to-market process and combine the data of two companies after an acquisition. Sales2Cash makes it easy to add products to the opportunity (which sellers love), but more than that, it brings fit and finish to all of the revenue data that our team relies on. Products and MRR are centralized on a contract for ease of use. Seeing all of the contract changes over time is a key to understanding how to grow your customers and answer one of the simplest and hardest questions: "what did they actually buy?"

Mallory Lee

Nylas

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