Focus area · Backoffice Services

Your entire backoffice, automated in Salesforce

Not an industry, but our specialty. We connect the processes your organisation runs on every day: invoicing, contracts, projects, hours and data, in one platform. Less re-typing, fewer errors, real-time grip on your order-to-cash.

Sound familiar?

Your backoffice runs on separate systems that don’t talk to each other

We speak with organisations in your sector every day. These are the challenges we hear time and again, and exactly what we are built for.

  • Invoices, contracts, hours and CRM live in separate tools: re-typing data is a daily chore
  • Month-end closing is a manual job with too much room for error
  • Receivables pile up because reminders keep slipping
  • No real-time view of revenue, margins and outstanding items
  • Contract renewals get missed for lack of alerts
  • Customer data is dirty, leading to incorrect invoices and VAT issues
Our approach

What we set up for your sector

Salesforce, tailored to the processes that truly matter to you.

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Invoicing & subscriptions

Custom PDF invoices, recurring billing and MRR insight via our Billing Platform, automatically from Salesforce.

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Payments & receivables

Automatic collection via Stripe and automated reminders that shorten your DSO.

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Contract management

Manage contracts centrally with automatic alerts for renewals and notice periods.

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Projects & time tracking

Projects linked to sales and invoicing, with time tracking and automatic billing.

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Data enrichment & VAT

Enrich customer data and validate VAT numbers with Datasolver for clean, compliant data.

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Accounting connection

Seamless integration with Exact Online, so sales and finance work from the same, current figures.

Results

What it ultimately comes down to

1 platformfor your whole backoffice
LowerDSO & fewer receivables
Lessmanual re-typing
Fasterorder to cash
Frequently asked questions

Good to know for your sector

Which systems does Resolve IT connect to Salesforce for the backoffice?+

Among others Exact Online and Microsoft Business Central via our Influx Connectors, SharePoint for document management and Stripe for payments. These are our own AppExchange products, so they go live fast and need no custom-code maintenance. See all products.

Can you fully automate our invoicing?+

Yes. With the Billing Platform, invoices are generated automatically the moment a deal closes, in the right language and house style, including payment reminders and automatic collection via Stripe.

How fast can a connection between Salesforce and our accounting go live?+

The Influx for Exact Online can be live within 24 hours, without developers. More complex multi-system integrations are planned together in a short, phased implementation.

Which backoffice process should we automate first?+

That differs per organisation. With a free assessment via Audit & Consultancy we map quick wins and a roadmap, so you start with the process that saves the most time right away.

Recognise these challenges?

Schedule a no-obligation consultancy call: we think along with you, with no strings attached.