The most successful companies provide their customers with a consistent and straightforward customer experience: here, teams have direct and easy access to the information they need to create more valuable interactions. Revenue trend and payment history information should be available in any Salesforce Customer 360 environment these days anyway–but if you want to take it a step further, automate your billing with APTLY and JustOn and turn your CRM into the cockpit for authoritative cash flow metrics: Once your team knows not only if and what a customer buys, but also what the payment behavior is, they will take this into account in the further development of the customer relationship for the success of the company.
(Lukas Schröder, Founder and CEO of APTLY)
APTLY is your partner for holistic concepts in the digital transformation of companies and non-profit organizations with a focus on sales, pipeline management, marketing and customer service. We guide people and organizations on their way to collaborative, meaningful work and measurable success in a digital society.
As a long-time, certified Salesforce partner, APTLY supports in the design, planning, licensing and implementation of projects on the Salesforce platform. From Sales Cloud and Service Cloud to Marketing Cloud, Pardot, Communities and Einstein Analytics – APTLY offers strategic consulting, implementation, coding, customization, and training from a single source.
Weitere Informationen: https://www.aptly.de