The Missing Link in Financial Operations: How Salesforce Integration Connects Teams

Financial operations rely on a robust tech stack: ERPs, billing systems, banking platforms, and collections software. However, there's a powerful tool many companies already own. but underutilize in their finance departments: Salesforce. While primarily known as a CRM, Salesforce holds invaluable customer relationship data that can transform financial operations when properly integrated.

The True Cost of Disconnected Operations

Modern finance teams excel at cash management, accounts receivable, forecasting, and collections. Yet they often lack insight into the "why" behind their numbers. Without integration to Salesforce—where customer relationships, engagement patterns, and satisfaction metrics live—teams miss crucial context that impacts financial decisions.

Operating with siloed systems creates significant business impacts:

• Cash forecasts that fail to account for impending deals or customer health issues
• Working capital decisions made without visibility into customer expansion plans
• Collections efforts that conflict with ongoing renewal discussions
• Missed opportunities to strengthen customer relationships during financial interactions

Breaking Down Data Silos: The Power of Connected Finance

Consider Smartsheet's journey: Their financial care team previously lacked access to Salesforce data their sales team used daily. Without this information, they risked sending dunning messages that conflicted with ongoing renewal or expansion discussions. Through Tesorio's Salesforce integration, they gained real-time visibility into customer data, enabling precise timing of communications and collections efforts. As Wade Moss, Director of Financial Operations at Smartsheet, explains, this integration "prioritizes customer satisfaction and receivables in one place," balancing customer care with operational efficiency.

The Power of Four: Aligning Sales, Customer Success, AR, and Finance

Tesorio's Salesforce integration creates synergy between Sales, Customer Success (CSM), Accounts Receivable (AR), and Finance teams. Consider a key enterprise account: Sales is working to expand the relationship, CSM is driving successful product adoption, AR is managing collections, and Financial Operations is optimizing processes and working capital allocation.

Without integration, financial operations struggle to create accurate analyses and forecasts without visibility into sales pipelines or customer health metrics. Sales pursue expansions blind to payment history. CSM lacks context about financial relationship health. AR uses standard collection strategies without insight into renewal discussions.

As one Tesorio user noted in a G2 review: "While only certain departments at my company have access to Netsuite or Salesforce, a much wider range of people have access to Tesorio, which integrates with the other two. This has made it much easier to communicate and collaborate across teams, and to make the financial data and invoicing visible to those that need to access it."

Our integration eliminates these silos through key features:

• Real-Time Note Synchronization: Keeps financial context up-to-date across platforms
• Custom Field Mapping: Aligns critical financial and customer data
• Contact Filtering: Directs communications to appropriate stakeholders
• Selective Note Sharing: Enables strategic sharing of customer interactions

Coming Soon: Tesorio Salesforce Widget

Tired of juggling multiple channels and reports to manage customer accounts? The Tesorio Salesforce Widget solves this by embedding real-time financial insights directly into Salesforce, eliminating manual work and reducing delays. The widget will provide instant visibility into account health, streamline communication to proactively address issues, and support upsell and renewal conversations. 

By aligning financial data with Salesforce workflows, such as renewal forecasting or customer deactivation, teams can save time, improve collaboration, and act with confidence—all within the platform they already use: Salesforce. Stay tuned for more updates!

Building Your Connected Future

The path to Connected Financial Operations is about strategic integration, not system overhauls. Start with key areas like cash forecasting, measure results, and expand thoughtfully. Success comes from evolving from transaction-focused to relationship-aware operations, where every financial decision strengthens customer relationships and business value.

The Future is Connected

Modern financial operations must be intelligent and relationship-centered. By integrating Salesforce, finance teams gain the tools to forecast accurately, anticipate customer needs, and build proactive partnerships. Connected Financial Operations transform raw data into strategic insights that drive business growth.

Ready to close the gap? Contact us today.