Are you new here too? Are you familiar with Salesforce, but not yet with Frisbii? Then you've come to the right place. We'll guide you on your learning journey through forests of invoices and across valleys of subscriptions. We'll get you on board the fast train of automation, which will take you to the region of recovery via the Visualforce canyon. Curious? Let's go!
Do you face any of the below challenges?
Is it that your teams lose several hours each month to report in Excel?
Facing repeated copy-and-paste mistakes in invoices or forget to bill a customer ?
Problem of late payment invoices that are re-started late or never restarted ?
You have already tried to interface your CRM and your ERP, and finally the project was painful and lasted for months ?
Let's get them solved with Frisbii easy solution:
Frisbii allows you to quickly invoice from the opportunity in 1 click, to cash in time by making reminders at the right time and has a wide range of more interesting features to discover.
Frisbii is a native invoicing solution from the Salesforce ecosystem, designed and developed exclusively from Salesforce technologies, so fully integrated with the Sales Cloud and Cloud Service.
The application extends the sales cycle, from invoicing to collection, and completes the vision of your customer to 360 °. With Salesforce, you track your business opportunities until they are earned. With Frisbii, you know what you have charged, what you have to charge - and cash.
Integration with third-party systems
In addition to connecting natively with other Salesforce applications (CRM, Customer Service, AppExchange), Frisbii leverages the power of APIs to connect with your IT system (Finance, HR, Operational and... Many More..).
Main features
All of these features let you manage your billing quickly and easily from Salesforce:
Billing from standard and/or custom objects
Convert an opportunity into an invoice with just 1 click
Manage subscriptions and, more broadly, any form of recurring revenue
Manage billing and payment schedules
Follow the rules and relaunch your unpaid bills
Export your sales to accounting
Frisbii also allows you to complete sales cycle management dashboards with billing control indicators. You can have ergonomic dashboards that are updated in real time. One can create custom reporting by dragging and dropping via tablet and mobile.
Prerequisites for using Frisbii
You must have a Salesforce Sales Cloud license (learn more about the features of each license) or Service Cloud license (learn more about the features of each license). Use with a Salesforce Lightning Platform or Community license is also possible, but certain restrictions apply due to the underlying license. Use with other Salesforce licenses (Field Service, CPQ, etc.) is also possible and requires adjusting processes to data models. ...) is also possible and requires adjusting processes to data models.
Use a compatible browser, whether you are in Classic or Lightning mode. See Salesforce recommendations on this subject.
Have installed the Frisbii application from AppExchange, in trial version (30 days of free use), on your Org.
What does it mean when the Frisbii application is “native” to Salesforce?
A “native” application means that instead of being created outside of Salesforce and then integrated into Salesforce using the Salesforce API, the application was created entirely within Salesforce.
Therefore, there is no need to integrate a native application into Salesforce because it already exists within Salesforce. Some people refer to this as “seamless integration.” All certified native Salesforce applications have a “Native App” icon on their AppExchange product page.
This is the case with Frisbii: our application was designed and developed using Lightning Platform technologies that Salesforce makes available to AppExchange partners.
Frisbii works like Salesforce, without users or system administrators having to change their habits:
Users navigate between objects (tabs), seamlessly switching from a CRM object (Account, Contact, Opportunity, etc.) to a Frisbii object (Quotation, Invoice, Subscription, Payment, etc.). See the list of Frisbii objects here. Depending on the automation settings, users can trigger processes that, through their actions and the data in the records they are working on, modify fields in cascade, generate email and/or Chatter notifications, feed other records, or create new ones.
System administrators manage Frisbii in the same way they manage the rest of their Salesforce organization: they can customize objects (create custom fields, record types, page layouts, etc.), transpose business processes (using flows, invocable Apex, etc.).
More generally, all the features of the Lightning Platform can be used with Frisbii to create a fully customized application: document management, contextual collaboration via Chatter, analytical features (reports and dashboards: viewing and creation), etc.
Of course, like any application, Frisbii also has its own specific features that are useful to know and understand in order to get the most out of it in YOUR context. That's the purpose of this knowledge base!
The following articles describe the procedures for managing Frisbii user licenses. Many other articles will help you take advantage of all of Frisbii's features, including automations that you can set up to transpose your own business processes, from start to finish, while remaining within Salesforce!