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Sales 2 Cash

Automating SaaS Contracts, Invoicing and Revenue Recognition natively in Salesforce.com

Key Features:

  • Automatically generate and update Contracts from Opportunities
  • Automatically generate Invoices from Contracts based on customizable schedules
  • Automatically generate and re-calculate Revenue Recognition data as Contracts evolve
  • Automatically sync Invoices and payment data with Quickbooks Online (included, but optional)
  • Native Salesforce.com reporting on Revenue Recognition by month combined with Opportunity Forecast data by month

Sales 2 Cash is currently in private beta.  If you have been directed to this page by someone on our team, or another beta client, please fill out the form below to provide us critical feedback and get a demo scheduled.

Members of the beta program will receive a significant discount at product launch.

Visit https://sales2cash.com/ to learn more.


Start Growing Today

Sales Cloud Quick Start

  • The fastest way to get up an running on Salesforce.
  • We install a pre-determined set of our best reports and customizations, giving you more for your money.
  • We will map your sales process to Salesforce
  • Data cleansing and import included

Service Cloud Quick Start

  • Same as above, but we focus on the Service Console
  • Knowledge base setup
  • Case management and response time dashboard
  • Web-to-Case setup

Pardot Quick Start

  • Salesforce Sync
  • Lead Scoring
  • Pre and Post-Sales drip Campaign
  • 1:1 emails in Salesforce
  • Website form and tracking integration


  • Defined scope
  • Add new features
  • Fix existing code

Ongoing support

  • Tier 1 end user support
  • Tier 2 support (you handle Tier 1)
  • Discounted monthly retainers

Health Checks

  • Best practice audits
  • Documented recommendations
  • Your team can implement or we can
  • Make sure no serious problems exist


  • Remote or onsite
  • Recordings for reuse
  • Group or 1 on 1

Fractional CIO

  • Let us handle all aspects of your Information Strategy
  • Active involvement with C-suite
  • Leadership for your team or ours

Outsourced IT Department

  • Websites
  • Phone
  • Data Storage and backups
  • Cloud application management

(Not provided without Salesforce.com to keep our focus)

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