Integrate TValue Directly into Salesforce
Bringing the best in equipment lease and loan calculating to Salesforce
Video Call for pricing
TValue Direct For Salesforce - the financial calculation standard now integrates with the world’s #1 CRM
TimeValue Software and Northteq have joined forces to create TValue Direct for Salesforce. TValue Direct for Salesforce brings the power of TValue, the industry standard for calculating equipment leases and loans, and integrates it with Salesforce, the world’s premier CRM solution. Now you can handle your pricing and proposals in one solution to save time and close more deals.
The perfect marriage of CRM and lease pricing
- Full Integration allows you to price, evaluate, manage and close more deals
- Produce quotes, proposals, or contracts through Salesforce or other popular document generating applications
- Pre-populate TValue's cash flow data for quick calculations
- Store TValue files and schedules within a Salesforce object, such as an opportunity, for easy access in one central location
Straightforward implementation
- Use the TValue Templates for structured deals with monthly skips, modified monthly payments, amount steps, or percent steps
- Use the flexibility of TValue Direct for creative deals by building the lease or loan as you need it
- Streamline the process of calculating lease or loan payments by mapping data from TValue into the Salesforce opportunity fields
Structure various lease payment options
- Determine the pricing based on your desired yield
- Formulate "What ifs" to create the right deal structure in order to close the deal
- Send your pricing and finalize the deal
- Calculate the buy and sell rates with simple inputs
- Determine your commission and price it into the deal
- Factor in residuals or buyouts
- Quickly designate payments in advance or payments in arrears
Create your desired user environment
- Customize your event names with those you use in your accounts
- Determine the roles and permissions of individuals that can access templates and to establish calculation defaults
- Operate in Lightning Experience and Salesforce Classic environments
Explore TValue Direct for Salesforce
Operate in Lightning Experience and Salesforce Classic Environments
Automate your pricing workflow
FAMILIAR TVALUE USER INTERFACE
Same user interface as TValue Online. Activate payments in advance or in arrears. Solve for payments, balloons, rates, residuals, etc. Create amortization schedules. Configure Calculation Parameters (e.g. 365/360).
STRUCTURE YOUR CALCULATION TO WIN THE DEAL
Develop “what ifs” to meet client needs. Structure simple to complex cash flows. Produce creative deal structures to create win/win deals.
STREAMLINED PROCESS
Tailor labels and verbiage. Set calculation defaults. Use with an opportunity, lead, or custom objects. All results are written to Salesforce and can be used in creating quotes, proposals, and loan/lease docs.
Watch a short video on the capabilities of TValue Direct for Salesforce
Pricing
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