Explore the customer journey.
When you integrate Vertex with Salesforce Order Management, you get several benefits, including the ability to track your order more accurately from the moment an item is placed in a cart, through shipping and payment information, to order submission. You also get more accurate tax calls when items are added, removed, or cancelled.
View this customer journey from three perspectives — a customer, the seller, and Salesforce Order Management — in the infographic below:
Track your order more accurately from the moment an item is placed in a cart, through shipping and payment information, to order submission within the Order Management Console even when a discount code is applied.
More accurate tax calls made to Vertex when items are added or removed or the order is canceled. When this happens, a change order is created, keeping the original order intact throughout fulfillment.
Vertex for Salesforce Order Management supports cloud, on-demand, on-premise, and hybrid deployment options.
As an ISV partner of Salesforce, we are proud to offer several integrations into Sales Cloud, Revenue Cloud, and Commerce Cloud: CRM | CPQ | Billing | Order Management | Commerce Cloud (B2B & B2C)
Deploying a highly integrated order management system can reduce friction throughout the shopper journey, simplify complexities of multichannel selling, and help automate tax determination and compliance.
LEARN MORE
Vertex is a proud partner of Salesforce, the world's #1 CRM platform used by over 150,000 companies to help grow business and strengthen customer relationships.
Explore Now