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Streamline Your Sales—from Quote to Cash

GoldFinch ERP empowers manufacturers and distributors with robust sales capabilities, enabling fast quotes, accurate orders, flexible pricing, and real-time visibility—fully integrated with Salesforce CRM.

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Sell Smarter with a Unified Sales Platform

Disjointed quoting tools and manual order entry can slow down your team and hurt profitability. GoldFinch ERP connects your sales process from initial quote to final invoice—combining inventory accuracy, customer insight, and multi-channel order fulfillment in one seamless solution.

Drive faster closes, better margins, and more reliable fulfillment—all on the Salesforce platform.

GoldFinch ERP Sales Management Capabilities

Sales Quotation & Pricing

Create fast, accurate quotes with full visibility into cost and margin:

Approval workflows with status-triggered automation

Profit analysis and real-time margin visibility

Integrated with Salesforce CRM for leads, opportunities, and quoting

Auto-promotion to Sales Orders based on approvals or statuses

Sales Order Management

Convert quotes into revenue with end-to-end order control:

Accept orders via Salesforce, EDI, CSV, website, or manual entry

Real-time stock and pricing visibility at entry

Credit checks, order holds, and approval workflows

Supports partial shipments, backorders, and cancellations

Flexible fulfillment: multi-warehouse, B2B, and B2C

Advanced order types: Standard, Drop Ship, Special Order, Intercompany

Version control and order change tracking

Pricing & Discounting

Control margins while accommodating complex pricing agreements:

Multi-tier price levels and price books

Customer-specific or contract pricing

Quantity breaks and volume-based discounts

Regional, channel-based, and multi-currency pricing

Multi-Currency & Tax Compliance

Sell globally with built-in compliance support:

Real-time currency conversion and FX rate management

Sales tax, VAT, and GST by warehouse or customer location

Avalara integration or custom tax engine support

Customer Management

Stay connected to every customer touchpoint:

Credit limits, payment terms, and transaction history

Activity tracking and communication logs

Seamless sync with Salesforce Accounts and Contacts

Contracts & Blanket Orders

Simplify recurring or scheduled sales:

Sales agreements with release scheduling

Track consumption and enforce validity periods

Invoicing & Revenue Recognition

Accurate billing, even in complex sales environments:

Auto-generate invoices by shipment, delivery, or milestone

Credit memos and returns with RMA workflows

Revenue recognition by time, event, or delivery milestone

Reporting & KPIs

Track performance and improve order execution:

Order fulfillment rate and on-time shipment metrics

Sales order aging and backlog visibility

Root-cause analysis of backorders and lost orders

Integration & Connectivity

Work with your partners, carriers, and fulfillment network:

Native Salesforce integration

FedEx, UPS, and LTL shipping integrations

EDI support for 850 (Order), 810 (Invoice), 940/945 (Warehouse), and 856 (ASN)

Connect with TMS platforms for shipping efficiency

Deferred Revenue Management

Automate revenue recognition with compliance confidence:

Handle deferrals, partial billing, and multi-year contracts

Commission Management

Track and automate commission calculations for internal teams or channel partners

Rental & Subscription Management

Offer recurring services, subscriptions, or equipment rental—fully billable and traceable within GoldFinch ERP

Why GoldFinch for Sales Operations?

GoldFinch ERP is purpose-built on Salesforce, ensuring your sales and operations teams share a single source of truth—from prospecting to payment.

Native to Salesforce – no integration necessary

Real-time inventory and pricing during sales

Easy automation of complex pricing, tax, and invoicing rules

Scalable for growing manufacturers and distributors

Close Deals Faster, Fulfill Smarter

GoldFinch ERP equips your team to quote, sell, ship, and bill—faster and with fewer errors. Perfect for growing sales teams ready to modernize operations and connect departments.

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