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Salesforce Revenue Cloud Demo: Quote-to-Cash Automation in 20 Minutes

In this comprehensive demo from our recent "Hot off the Press: The Future of Billing is in Salesforce" webinar, watch Justin from PhiX Technologies demonstrate the complete quote-to-cash workflow using Salesforce Revenue Cloud Advanced and Revenue Cloud Billing.

🎯 What You'll Learn:

Complex Quoting: Build sophisticated quotes with usage-based pricing, tiered rates, and multiple billing schedules
Usage Data Management: Upload, process, and rate usage data from multiple platforms via API or manual upload
Smart Invoicing: Preview invoices before generation and automate billing cycles
Payment Automation: Collect payments automatically using saved payment methods
Collections & Dunning: Leverage Agentforce to identify overdue accounts and automate collection processes
Financial Integration: Close accounting periods and sync journal entries directly to your ERP system

💡 Real Business Scenario:
Follow along as we work with NeuroVanta Technologies (an AI company) and Quantech (server provider) through a complete billing cycle - from initial quote acceptance through payment collection and month-end close.

🔥 Key Features Highlighted:
✅ API-first architecture for seamless integrations
✅ Double-entry accounting automation
✅ Agentforce-powered collections management
✅ Real-time usage rating and billing
✅ Invoice write-offs and payment promises
✅ Automated ERP synchronization

Ready to Transform Your Billing Process?
See how PhiX Technologies can help you implement Salesforce Revenue Cloud Advanced and revolutionize your quote-to-cash operations. Our certified experts specialize in complex billing transformations and can get you up and running faster.

👉 Contact PhiX Technologies to learn more or schedule a consultation to discuss your specific billing requirements: [email protected]
🌐 Learn more about our Salesforce Revenue Cloud expertise: https://phixtechnologies.com/implemen...

Timestamps:
0:00 - Introduction & Company Overview
2:30 - Complex Quote Creation
5:15 - Usage Data Upload & Processing
8:45 - Invoice Preview & Generation
12:20 - Automated Payment Collection
16:10 - Collections Management with Agentforce
18:30 - Month-End Close & ERP Integration

**Next up in our Revenue Cloud Billing series, with the launch of Revenue Management Intelligence, is "Turn Your Billing Data into Growth Drivers on Salesforce". Register to watch on-demand here: https://phixtechnologies.lpages.co/re...

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