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TValue Direct For Salesforce - The Financial Calculation Standard Now Integrates With The World’s #1 CRM

TimeValue Software and Tamarack 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.

Pricing Solution

THE PERFECT MARRIAGE OF CRM AND LEASE PRICING CALCULATIONS

  • 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
Template Driven

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
What-Ifs

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
Customizable

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

Automate your Pricing Workflow

FAMILIAR TVALUE USER  INTERFACE

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

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

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

$12 per month/per user

order tvalue direct for salesforce in the salesforce appexchange

For more information, please call 800-426-4741 (within USA) or 949-727-1800, email us at info@TimeValue.com, or click here to have one of our customer service representatives contact you.

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