Salesforce Integration
Salesforce Custom Objects Integration with Maple
We're excited to announce a significant enhancement to our Salesforce integration, arriving at a critical moment for many Salesforce CPQ users. As Salesforce transitions CPQ into the broader Revenue Cloud suite, teams are facing complete reimplementations that require months of work and deeper dependence on the Salesforce ecosystem.
While CRMs like Salesforce are critical for managing customer relationships, they often lack the flexibility to represent modern pricing models like usage-based or credits-based billing. Maple bridges this gap by syncing detailed subscription and invoice data to custom objects within Salesforce, creating a single source of truth for all customer-related financial information directly in your CRM.
Revenue teams no longer need to switch between tools to understand a customer's billing history or current subscription status. With all data seamlessly flowing into Salesforce custom objects, your sales, support, and success teams have the full context they need to engage with customers effectively.
Unlocking Granular Customer Data
Our enhanced Salesforce integration lets you map subscription statuses, invoice amounts, due dates, and more to custom objects. This provides unparalleled visibility into the customer lifecycle and opens up new possibilities for reporting, automation, and forecasting within Salesforce.
Key Benefits of Using Custom Objects
- Centralized Subscription Data: Keep track of all subscriptions, including start dates, renewal dates, status, and MRR, directly on the Salesforce contact or company record.
- Complete Invoice History: Log every invoice with details like amount, status (paid, overdue), and line items. Empower your finance and sales teams with full financial context.
- Unified Source of Truth: Eliminate data silos between your billing and CRM systems. Ensure all teams are working with the same, up-to-date customer information.
- Automated Upsell and Renewal Opportunities: With the most accurate revenue information in Salesforce, you can run upsell and renewal opportunities with confidence.
Bridge the Gap Between Your CRM and Modern Billing
Traditional CRMs have not evolved to handle the complexity of modern pricing models. With Salesforce's transition from CPQ to Revenue Cloud requiring complete reimplementations, many teams are seeking alternatives that provide flexibility without the overhead.
Maple offers a seamless path forward that keeps your Salesforce data in sync while delivering the billing flexibility your business needs. Whether you're facing a mandatory migration to Revenue Cloud or looking to modernize your quote-to-cash process, you can now bring detailed usage-based and credits-based billing data directly into your CRM while maintaining the ability to quote, bill, and recognize revenue in a single platform.
Please reach out to us to learn more about our enhanced Salesforce integration.