Your enterprise sales process runs through Salesforce. Measure adds the billing layer that Salesforce doesn't have — contracts, invoicing, revenue recognition, and commissions. This integration connects them so reps launch contracts from Opportunities and billing data flows back to your CRM automatically.
What does it do?
Measure adds custom buttons to your Salesforce Opportunity page that launch contract creation directly from a deal record. Reps don't leave Salesforce to start the billing process. Customer data, deal terms, and pricing pull from both systems based on your field mapping configuration.
Your Measure product catalog syncs to Salesforce, including complex pricing models like gradient pricing, usage tiers, and custom packaging that standard CRM price book fields can't represent. Action mapping lets you define what happens in Salesforce when billing events occur in Measure — contract signed, invoice paid, subscription changed.
Who is it for?
Enterprise sales organizations using Salesforce as their system of record who need integrated contract management and billing without bolting on a separate CPQ tool. Especially useful for teams with complex pricing models that don't fit neatly into Salesforce's native price books.
How it works
Connect your Salesforce org in Measure's integrations settings. Configure custom buttons on Opportunity records that launch Measure contract workflows. Set up action mapping and field mapping to control data flow between systems. Sync your product catalog so reps have accurate pricing in Salesforce. From there, contracts originate from deals and billing activity syncs back to keep your CRM current.
No. Measure replaces the need for Salesforce CPQ. Contracts, pricing, e-signatures, and invoicing are all handled by Measure. Salesforce remains your CRM and deal management tool.
Measure pushes your full product catalog to Salesforce, using description fields to represent pricing complexity that standard price book fields can't handle — gradient pricing, usage tiers, minimum commitments, and bundled packages.
Yes. Field mapping gives you full control over which fields sync and in which direction. Action mapping defines what happens in Salesforce when events occur in Measure, and vice versa.
Yes. The integration uses custom buttons on Opportunity page layouts that work in both Lightning and Classic Salesforce interfaces.
