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Transforming Operation: Our Comprehensive Salesforce Solution
Challenge
The company was using an old system that was built on MS Access to manage its orders and clients data. There was zero automation in the system and they were maintaining most of the operations manually. They wanted to move to a CRM where they can automate the daily operations which could effectively save their time.
Solution
Logic Mount team jumped in and initially customized standard objects like Account, Contact, Lead, Opportunity, Order etc so that their existing data can be migrated to Salesforce. Later we built customized forms (VF pages) which they used to manage all operations related to orders. Later on team built Purchasing module for them which was connected with Orders flow. Furthermore we integrated QuickBooks with Salesforce so that all the invoices and Bills that they create in Salesforce can be synched to QuickBooks automatically, leaving zero room for errors. Eventually it saved them 50% of their average time which they were spending on an Order in their Old System.
- Efficient Data Migration:
- Streamlined Operations
- Automated Financial Sync