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What is SAASTEPS?

Salesforce offers its customers enhanced optimization features through fully Native and Lightning-managed packages that are straightforward to implement and utilize immediately. By engaging closely with our clients, we facilitate smart decisions in software and processes that drive revenue enhancement. Establishing open lines of communication is key to fostering robust relationships, and this foundation is where our journey begins and evolves. Users can seamlessly integrate with existing solutions through a pre-configured connector; all it takes is entering your login details to establish a connection. With just one click, users can manage pro-rate adjustments and co-terms effortlessly. Additionally, teams can work together effectively to handle the sales of upcoming renewals. The platform ensures competitive pricing and profitability while delivering an excellent user experience that is quick, precise, and user-friendly. Moreover, Salesforce empowers businesses to process payments from anywhere across the globe, enhancing operational flexibility and customer reach. This comprehensive approach solidifies Salesforce's commitment to enabling growth and success for its clients.

What is Funding Gates?

An advanced, all-in-one platform designed for receivables management that enhances your operational efficiency. This system allows you to establish productive workflows, collaborate seamlessly with your team, improve follow-up processes, expedite payments, and boost cash flow. Your entire team can unite on a single platform tailored to your business's specific workflows. You have the ability to assign accounts to various roles, optimize follow-up campaigns, and monitor the performance across all staff levels. With the innovative features of FG Receivables Manager, you can potentially accelerate your order-to-cash cycle by up to five times. Don't permit overdue accounts to hinder your team's efficiency; after all, you deserve timely payments. The platform also offers robust Reporting and Analytics capabilities that enable you to analyze accounts, create intelligent interactive reports, and utilize Funding Gates for streamlined prioritization of customer accounts. Funding Gates actively tracks your receivables and suggests which accounts require urgent attention. Move away from cumbersome spreadsheets and notepads to enhance your financial management process. Embrace technology to transform the way your team handles receivables and drives financial success.

Media

Media

Integrations Supported

QuickBooks Online
Sage Intacct
Authorize.Net
Avalara
Cybersource
Epicor Kinetic
NetSuite
Oracle BPM Suite
QuickBooks Enterprise
QuickBooks Online Advanced
SAP Access Control
Salesforce
VS1 Cloud
Xero

Integrations Supported

QuickBooks Online
Sage Intacct
Authorize.Net
Avalara
Cybersource
Epicor Kinetic
NetSuite
Oracle BPM Suite
QuickBooks Enterprise
QuickBooks Online Advanced
SAP Access Control
Salesforce
VS1 Cloud
Xero

API Availability

Has API

API Availability

Has API

Pricing Information

$35 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

SAASTEPS

Date Founded

2017

Company Location

United States

Company Website

www.saasteps.com

Company Facts

Organization Name

FundingGates

Date Founded

2009

Company Website

www.fundinggates.com

Categories and Features

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

eCommerce

CRM
Catalog Management
Channel Management
Customer Accounts
Data Security
Email Marketing
Inventory Management
Kitting
Loyalty Program
Mobile Access
Multi-Store Management
Order Management
Product Configurator
Promotions Management
Returns Management
Reviews Management
SEO Management
Shopping Cart
Templates

Order Management

Back Order Management
Catalog Management
Inventory Management
Order Entry
Order Fulfillment
Order Tracking
Recurring Orders
Returns Management
Shipping Management
Special Order Management

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Subscription Management

Cancellation Management
Discount / Coupon Management
Dunning Management
Enrollment Management
Product Catalog
Recurring Billing
Revenue Recognition
Revenue Recovery Tools
Self Service Portal
Subscription Plan Management
Tax Management
Trial Management
Usage Tracking/Analytics

Categories and Features

Accounting

Accounts Payable
Accounts Receivable
Bank Reconciliation
Billing & Invoicing
CPA Firms
Cash Management
Cryptocurrency Support
Expense Tracking
Fixed Asset Management
Fund Accounting
General Ledger
Government
Multi-Currency
Nonprofits
Payroll Management
Project Accounting
Purchase Orders
Tax Management

Accounts Receivable

ACH Payment Processing
Billing & Invoicing
Check Processing
Collections Management
Online Payment Processing
Overpayment Processing
Partial Payments
Receivables Ledger
Recurring Billing

Billing and Invoicing

Billing Portal
Contact Database
Contingency Billing
Customer Portal
Customizable Invoices
Dunning Management
Hourly Billing
Invoice History
Mobile Payments
Multi-Currency
Online Invoicing
Online Payments
Payment Processing
Project Billing
Recurring/Subscription Billing
Service Ticket Billing
Tax Calculator

Customer Communications Management

Batch Communications
Chat / Messaging
Content Management
Email Distribution
Interactive Content
Multi-Channel Communications
On-Demand Communications
Personalization
Print Management
Template Management
Video Content

Customer Engagement

Analytics
Churn Management
Communication Management
Community Management
Content Syndication
Feedback Collection
Gamification
Live Chat
Video Content

Debt Collection

Agency Management
Auto Dialer
Automated Notices
Callback Scheduling
Client Management
Commission Management
Compliance Management
Contact Management
Credit Bureau Reporting
In-House Collections
Payment Plans
Transaction Management

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