Accounts Receivable Automation for Salesforce Users
Enteprises use Kolleno for collections, payments and reconciliation. On average, businesses that have used Kolleno and Salesforce's integration have reduced their overdue balances by 34% within the first three months of using Kolleno
- Create flexible and robust AI collection workflows
- Unify all your systems and data sources
- Ensure no client query or dispute goes unnoticed
Why integrate Kolleno with Salesforce?
Unify Receivables & Salesforce Data
The Kolleno-Salesforce integration enables a two-way data sync, automatically updating daily to keep financial and customer information aligned across systems. It pushes key billing and chasing data to Salesforce while pulling contract and account details into Kolleno. This allows teams to personalize communications using dynamic Salesforce fields and improve workflows through enriched insights.
Build custom workflows in minutes
Kolleno specializes in accounts receivable automation, offering a variety of automation capabilities. With a broad range of tags and variables, create workflows which are custom to your credit control processes and systems.
Multiple payment methods and auto-reconciliation
Integrating Kolleno with Salesforce provides you with a seamless payments portal that offers your customers various payment methods along with automatic reconciliation.
For businesses with complex billing processes, Kolleno and Salesforce integration offers tailored solutions for accounts receivable management.
Why clients love Kolleno
- 38% Reduction in overdue payments in the first 5 months
- 31% Improvement in cashflow in the first 3 months
- 34% Decrease in time spent chasing in the first month