Integrations

Salesforce CRM

A powerful connector enabling communication between your CRM system and Vertex to calculate accurate sales and use tax on every transaction.

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Main Features

Most Up-to-date Tax Rates and Rules

Vertex for Salesforce CRM centralizes all the rates and rules required for product taxability and accurate calculation of sales and use tax. No need to manage changing tax content manually. Let our research team stay on top of the latest tax changes, while you grow your business.

Flexible Pricing Plans

Choose from multiple pricing options based on your needs. No overage fees apply. We’ll provide a system with the functionality you need for your business today, and the scalability to grow with you.

Real-Time Tax Calculation

Tax is calculated during the invoice or checkout process based on the latest product taxability rules and pinpoint tax area precision. Automating tax with Vertex reduces manual work and improves customer satisfaction.

Compliance Options

Use Vertex technology to produce signature-ready returns in-house using the data from your calculation system. Or send us your data and outsource the entire compliance process to us. You’ll spend less time on administrative tasks and refocus on more value-added work.

Exemption Certificate Management

Collect, store, search and report on exemption certificates with ease. And provide your customers a self-serve online portal to simply answer a few questions and generate the required exemption certificates. Accurately manage exemptions on every transaction.

More Great Features

  • Enhanced Quote-to-cash Functionality
  • Ease of Use
  • Multiple Deployment Options

Join Us at Our Next Event

Join Vertex at the next webcast, or visit us at an upcoming conference or industry event. Visit our booth, attend our sessions, meet our people.

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