スペースリー implemented Billing Management Robo for Salesforce, reducing unpaid cases by approximately 75%. The system was introduced because Salesforce was not integrated with the billing system, resulting in duplicate work. After implementation, opportunity details in Salesforce are converted directly into invoices.
スペースリー had no integration between Salesforce and its existing invoice-generation system, so exporting CSV data and entering it into spreadsheets had become routine manual work. Of the 3 accounting staff, 2 were responsible for issuing invoices, which took 2–3 hours per month for new contracts and an additional 1 hour to reconcile the data with Salesforce. The number of unpaid cases is said to have exceeded 120 at its peak. To establish a system for monitoring customers’ payment status across departments, the company decided to switch to Billing Management Robo for Salesforce.
After implementation, opportunity details in Salesforce are converted directly into invoices, reducing the average monthly time spent on billing and data reconciliation to approximately 2 hours. Unpaid cases are automatically displayed as To-Dos and visualized in kanban format, making it easier to prioritize and assign responsibility. Integration with the accounting system has also automated most payment matching, increasing the time available for handling individual cases.