Meet Currency Kit
Start using the power of currency conversion in Salesforce.
Give your Salesforce users and customers a truly global experience.
For global companies using Salesforce, here's how to fully leverage currency features:
Connect currency management into your business: Don't feel restricted to using only your company's currency.
Forward-thinking: Currency Kit is capable of handling any currency exchange system that you have, using any currency, any update interval, all automatic!
Make Currency Kit your own: our platform provides data that you can easily incorporate into your existing datasets and dashboards, enhancing your current analytics solutions with Currency Kit's powerful conversion system.
Benefits:
1. Improve Financial Accuracy:
- Achieve more accurate financial records.
- Calculate CLV, ACV, MRR, ARR etc. correctly by using proper conversion rates.
- Conduct win/loss analyses without worrying about currency exchange rate errors.
- Inspect your sales pipeline over time accurately by considering exchange rates.
2. Go Global:
- Allow your users to operate in the currency they sell in, rather than restricting them to the corporate currency.
- Use a robust tool to track changes in currency exchange rates.
- Enable daily currency conversion for your business.
3. Save Time and Resources:
- Avoid the need for custom development for the feature that should be an app.
- Eliminate lengthy and error-prone custom development processes, freeing up your developers for other tasks.
- Start using proper currency handling immediately, instead of waiting for six months to have it done.
How it works
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1.
Install the app (it will soon be available on AppExchange).
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2.
Wait a few minutes for the setup to complete.
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3.
Access the Fortune Finder dashboard and see how it works.
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4.
To add historical currency data to your datasets, use a join node in a recipe — it's quick and easy.
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5.
Begin using correctly converted historical FX rates.
What People Are Saying
“It's really frustrating that Salesforce only has historical exchange rates for a few fields in Sales Cloud. But Currency Kit fixes this by allowing us to use past conversion rates on any field.”
“Salesforce partner that we work with, quotes hundreds of hours to implement it while it seems that it should be common problem for any org with multi currency. There must be a solution for that.”
“Finally our regional managers can see report in their own currency instead of only EUR. Now, adoption of our CRMA dashboards is much higher in non-EUR countries.”
See what Currency Kit can do for you
Learn how Currency Kit can help your company use historical exchange rates in Salesforce.
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