Keep Salesforce as the system for accounts, opportunities, and sales activity. Use Sanka to run the governed work after the opportunity: CPQ checks, subscriptions, invoices, payment status, deferred revenue, revenue recognition, and accounting review.
Use Salesforce accounts, opportunities, products, owners, stages, and activity as the commercial source record.
Review pricing, discounts, approvals, subscription terms, invoice readiness, billing periods, and handoff rules before downstream work starts.
Turn approved opportunity terms into invoices, subscriptions, payment status, deferred revenue, recognition schedules, and accounting-ready records.
| Workflow | Without Sanka | With Sanka |
|---|---|---|
| Opportunity source of truth | Salesforce owns account, opportunity, product, and stage context, but finance needs more than CRM fields. | Sanka reads Salesforce context and resolves the linked customer, deal, item, subscription, invoice, and payment records. |
| CPQ and approval control | Pricing, discount approval, quote readiness, and exception review can become expensive to customize deeply in CRM. | Sanka runs quote checks, approval routing, and post-approval handoff with a reviewable audit trail. |
| Subscription and billing operations | Renewals, amendments, prorations, annual prepayments, invoices, and payment follow-up need operational state. | Sanka manages subscriptions, billing cycles, invoice drafts, send status, payment status, and AR review. |
| RevRec and accounting readiness | Deferred revenue, recognition schedules, journal prep, tax, departments, and reconciliation often move to spreadsheets. | Sanka prepares RevRec, deferred revenue, journal source records, accounting dimensions, and exception queues. |
Salesforce owns account, opportunity, product, and stage context, but finance needs more than CRM fields.
Sanka reads Salesforce context and resolves the linked customer, deal, item, subscription, invoice, and payment records.
Pricing, discount approval, quote readiness, and exception review can become expensive to customize deeply in CRM.
Sanka runs quote checks, approval routing, and post-approval handoff with a reviewable audit trail.
Renewals, amendments, prorations, annual prepayments, invoices, and payment follow-up need operational state.
Sanka manages subscriptions, billing cycles, invoice drafts, send status, payment status, and AR review.
Deferred revenue, recognition schedules, journal prep, tax, departments, and reconciliation often move to spreadsheets.
Sanka prepares RevRec, deferred revenue, journal source records, accounting dimensions, and exception queues.
We want inventory, sales management, tax, and accounting to connect smoothly while keeping operating cost and time low.
Sanka does more than inventory control. It can manage purchasing, billing, orders, and shipping in one place.
We used to place orders with artisans via email or phone, which often led to losing track of order details or forgetting orders altogether.