Accelerating Cash Flowwith Accounting Seed and Chargent

Chad MeyerCEO, Internet Creationshttp://www.internetcreations.com

● Why CRM + Accounting

● Integration vs Native

● Accounting Seed & Chargent

● Ultimate 360-Degree View &Self-service (Communities)

Accounting on Salesforce

Outcomes

● Average age of our receivables 3 days.

● 8X growth > +0 FTEs

● AR default: 1/10 of 1%

Cross-department alignment & collaboration

Automation(Credit Management & Collections)

Collections/Activity History

Accounting Controls

Integration vs NativeIntegration:● Low cost of entry for limited requirements (i.e. Accounts Receivable)● Sufficient for uni-directional or read-only sync● High maintenance● Only when replacing your accounting system is out of the question

Native:● Full Accounting in a Grand Unified System● Familiar Salesforce UI● Highly customizable & extensible● Easy to automate processes (i.e. Quote to Cash)

Accounting Seed & Chargent● Accounting Seed

○ Eliminated double entry (fewer errors)○ Business rules ensure accuracy in AR & AP○ Credit

■ Manage: AR Days to Pay, Aging, High Balance■ Enforce: Capabilities similar to a bank

● Chargent○ One-time and recurring billing○ Credit cards○ ACH debit transactions (eChecks)

The Ultimate 360-Degree View:

Self-service

Questions?