Manual billing processes can lead to cash flow delays. Autonomous billing and invoicing connects every aspect of your revenue cycle, preventing revenue leakage and allowing you to run your business more productively.
Send Invoices in a Few Clicks
Not days, directly inside Salesforce.
Avoid cashflow nightmares
No business should feel blindsided by revenue dips. With better visibility and automated processes, you can anticipate, act, and accelerate with confidence.
Modernize Your Billing + Invoicing Solution to Safeguard Cash Flow
1 | Automated Invoicing
Reduce manual errors and save time with automated invoice generation and delivery.
2 | Payment Tracking
Monitor payments in real-time to ensure timely collections and improved cash flow.
3 | Financial Insights
Unlock a comprehensive view of your financial health to make informed decisions.
Startup Onboarding Bundle
- Quoting + Renewals
- Subscription Management
- Payment Processing + Proforma Invoices
Launch your Startup with a complete Startup Onboarding Bundle designed specifically for early-stage teams. This bundle includes 3 licenses and everything you need to kickstart your revenue engine on Salesforce CRM.
Onboarding QuickStart Services
- Fully Deployable Managed Package
- Single Initial Fee
- Migration Starter Package (optional)
In 1 – 2 weeks, we’ll configure your pre-sales process using SAASTEPS best practices tailored to your products, pricing, and approval flows. This is ideal for companies that want to go-live quickly with minimal disruption.
Case Study | Billing + Invoicing
Smart Billing + Invoicing Starts Here
This startup replaced costly consultants and scattered tools with a flexible, end-to-end billing and invoicing solution that is built fully within Salesforce.
Industry:
Software/Technology
Company size:
Startup
products implemented:
RLM Priority Plus Bundle (Full Suite)
Pain Point / Challenge:
Out of the box, Salesforce couldn’t handle this startup’s growing billing + invoicing needs. The finance team needed more structure, automation, and visibility, but the cost of hiring consultants to build a custom solution was out of reach. Exploring other tools led to a new problem: juggling multiple platforms just to send invoices, track payments, and keep revenue data in sync. Every step took too long and required too much cleanup.
Action plan + process:
We began with a Rev Tech Stack Assessment, identifying where process breakdowns and tool overload were costing the team time and money. Rather than over-engineering a solution, we implemented SAASTEPS Commerce and Payments solutions first, giving them the essentials to sell and get paid, seamlessly. With that foundation in place, the rest of the billing infrastructure naturally followed. Everything stayed native to Salesforce, creating a single system that scaled with them.
Solution:
SAASTEPS Billing + Invoicing gave the team an end-to-end solution inside Salesforce, without the need for expensive custom dev work or multiple logins.
Highlights included:
• Automated invoice creation and delivery
• Real-time sync among sales, billing, and payments
• Role-based access so finance users could operate with Platform Salesforce licenses
• Centralized and AI-ready data for faster reporting and fewer errors
Results:
The result was a smooth, streamlined process that both the sales and finance teams could trust, without overcomplicating their tech stack. This lean team now manages billing and invoicing with ease. Processes that once required heavy workarounds are now handled effortlessly within a unified environment. By simplifying how they operate, they’ve freed up 80% of their resources to focus on what matters most: growing the business.
Eliminate Billing Errors
And watch your cash flow accelerate!
Discover more
What We Solve
From quoting to renewals, discover how we identify and eliminate revenue road blocks to get your revenue process running flawlessly.
Why SAASTEPS
Gain full visibility, and align your entire revenue team. One Dashboard in Salesforce to manage your revenue lifecycle efficiently.
Expert Insight (Blog)
Discover SaaS insights about revenue management, growth, and automation. Hear from our Cofounders, revenue lifecycle veterans.
Technology Partners
We've redefined RLM & are seeking other impactful SaaS disrupters and innovators to join us.
Support Services
Optimize your Salesforce investment with comprehensive support to accelerate growth.
Explore Demos
View demos to learn about how your business can automate renewals and revenue lifecycle.
For SMBs
You have a more complex sales cycles, so automate, integrate, and unify revenue processes as to gear up for their next wave of scale.
For Enterprises
Get the tools and insights to automate quote to renewals. Gain clarity and revenue confidence. Start with a free RevTech Stack Assessment.