Salesforce

We are 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. With Salesforce, companies of all sizes can better sell, service, and market to their customers through more successful management of their contacts and more organized tracking of their opportunities.

How We Partner with Salesforce

Available on AppExchange

Explore our listing on the AppExchange Salesforce store to learn more.

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Partnership Benefits for Clients

As a Salesforce partner, we help companies stay compliance while reducing the time, risk, and effort associated with manual tax processes.

Watch this video to understand how we partner with Salesforce.

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Solution Benefits

We enable more accurate calculation of sales and use tax on every transaction in every jurisdiction for your Salesforce CRM system, e-commerce platform, billing system, or quoting too through our Lightning Compatible integrations.

Our Integrations with Salesforce

All integrations are Lightning Compatible.

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Vertex for Salesforce Billing

Salesforce Billing allows companies to automate the entire billing process and eliminate manual input and expensive errors. Our tax integration for Salesforce Billing enables automated, more accurate sales tax calculations across your billing platform on every transaction.

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Vertex for Salesforce Commerce Cloud

Salesforce Commerce Cloud blurs the lines between digital and physical experiences. Commerce Cloud is a cloud-based e-commerce solution that connects customers in a whole new way by letting you create intelligence-driven commerce experiences with a mobile approach. Our tax integration with Commerce Cloud enables more accurate sales, use, and value added tax on every online B2C and B2B transaction.

Watch this video to see how the B2C Commerce Cloud Integration works.

Watch this video to see how the B2B Commerce Cloud Integration works.

 

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Vertex for Salesforce Order Management

Vertex's Salesforce Order Management provides customers the ability to visually manage workflows, reach customers across the globe, process payments, and manage cancellations and returns all within your order management console.

To learn more, explore the customer journey of the Vertex tax integration for Salesforce Order Management.

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Vertex for Salesforce CPQ

Salesforce CPQ, or Configure, Price, Quote is a sales tool for companies to quickly generate quotes and orders by eliminating the messy errors of traditional quote generation. For every sales and purchase transaction, our tax integration for Salesforce CPQ automates and standardizes taxability and calculation on every product in every jurisdiction. This integration supports sales, use, and value added tax.

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Vertex for Salesforce CRM

Salesforce CRM is built around the high importance of the customer, so no matter what you're selling and no matter what type of business you are, you'll close bigger deals faster and more efficiently. Improve calculation accuracy for sales, use, and value add tax on every transaction with Vertex for Salesforce CRM. For every sales and purchase transaction, our tax integration for Salesforce CRM automates and standardizes taxability and calculation on every product in every jurisdiction. 

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Find the Best Tax Solution for Your Business

Our trusted solutions for Salesforce enable businesses to manage tax complexity and grow with confidence. Get in touch today to learn more.