Custom Salesforce Billing Integration
Empower your Sales and Finance operations to get on the same page with Salesforce Billing.
Can LevelShift reinvigorate your sales to close deals faster?
Yes. With our custom Salesforce billing integration and customization services, not only can you streamline quotes, price books, and automate billing, but you can go to market faster. LevelShift’s custom packages deliver focused services targeted at your unique demands:
Configure products and bundled pricing
Price book configuration with tiered pricing and discounts
Configure billing and subscription billing with usage-based taxation
Invoice automation, document generation, and payment collection
Customize digital signatures with the integration of DocuSign
Keep track of orders through reporting, analytical dashboard, and BI
Drive guided selling and discount rules
Our Offerings
Revenue Cloud
Simplify your complex revenue processes with automation and end-to-end Salesforce revenue cloud implementation.
Billing
Reinvent your billing processes through our custom Salesforce billing integration.
High-tech
We help High-Tech companies exceed their revenue and sales goals with our strategic Salesforce CPQ implementation.
Manufacturing
Accelerate your revenue cycle and strengthen your sales operations with DemandBlue.
Our Expertise
Our team has in-depth experience and technical expertise to implement, integrate, configure, customize, and automate your invoices, payments, and more.
Quote-to-cash
Automate customer-centric tasks that encompass major teams such as sales, account management, billing, order fulfillment, and account receivable functions. Streamline the end-to-end functions related to sales, billing activities.
Seamless Invoicing
LevelShift can eliminate billing discrepancies, manage complex billing processes, and build custom invoices with configuration intervals. Push most of the invoice data to accounting systems to provide seamless delivery of services with no leakage of revenue.
Automated Payments
We can configure Salesforce Billing as a single payment platform for several invoices. The payment portal supports Dunning collection processes, collecting past-due invoice balances, and negotiates partial payments with configurations.
Subscription Billing
LevelShift’s Subscription billing configurations will help upgrade, downgrade, and pro-rate subscription for each invoice with automated calculations. The system provides personalization in frequency, accuracy, analytical data, and adjustments on different subscriptions such as one-off transactions and renewals.
Revenue Reporting
Flexible Biling
Product & Pricing
Controls & Compliance
Self-Service Orders
Negotiated Sales
Take full control of your revenue growth by empowering your sales team to quickly generate quote prices, customize features, and create complex product packages.
- Manage revenue streams, improve forecasting capabilities, and do more.
- Collaborate within teams, accelerate growth across all channels.
- Bring pricing, Quoting (CPQ), Billing, PRM, and B2B commerce platform together for better efficiency.
Integrate Quoting and Billing Solution for a consistent recurring relationship with customers
When the billing connector is activated, the finance team can use real-time data to trigger orders, collate costs, prepare and compare invoices, and take delivery actions.
AppExchange Rating & CSAT Score
480+
4.9
170+
150+
Customer Testimonials
"LevelShift was committed to ensuring they exceeded our expectations for the project. We had a very short time frame in which we asked them to produce significant results, and we were very pleased with the outcome. In addition, as they helped us move into production, they were available to walk us through any concerns and enhancement requests efficiently."
Why LevelShift
Our experts help you automate processes, personalize customer experiences, and ensure compliance.
Certified Experts
We take digital migration, distributed workforce, and customer expectations seriously. Our certified Salesforce billing consultants focus on improving operational efficiency across the lead-sales-revenue continuum.
End-to-end CPQ
We take a holistic approach to the CPQ process, from quote-to-cash to orders, invoices, revenue recognition, taxes, and compliance.
Comprehensive CPQ Consulting
Our experts help you with automation, guided selling, product and pricing options, product bundles, and advanced approvals.
Compliance & Personalization
We automate processes and personalize customer experiences while ensuring compliance at every step.
Get in Touch
We’ve got everything to solve your billing issues. Discover what’s out there for you!