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Empowering Community: Salesforce & Quickbooks Implementation for Non-Profit
The Cloud Science Labs assisted the client with the Salesforce and QuickBooks Online integration. We streamline client sales processes and financial management. Learn, how CSL integration helped the client manage their customer data, track orders, sync sales platform and accounting systems efficiently.
About the Client
The client is a non-profit organization serving the community by providing various outreach and support services. The client tackles the fundamental sources of generational poverty, aiming for life transformation. Their objective is to offer cost-effective scooter solutions to customers, primarily through rental services.
Industry:
Project:
Non-profit Organization
Salesforce-QuickBooks Integration & EPOSLY Configuration
The CSL team seamlessly integrated Salesforce & QuickBooks, boosting productivity for the client's Non-profit business.
The Challenge
The client faced the challenge of integrating the Salesforce platform with QuickBooks Online accounting software. This integration was needed to enable smooth data flow between the two platforms.
The Solution
The CSL team leveraged the client's existing Salesforce infrastructure to address these challenges and developed custom code to facilitate seamless integration with QuickBooks Online.
This custom code enabled the synchronization of client accounts, customers, products, orders, and invoices between Salesforce and QuickBooks.
Additionally, we configured a managed package ‘EPOSLY’ (Point of sales for Salesforce) to enhance client order management through a user-friendly interface.
Key Implementation
The following were the key implementations of the project:
1. Strengthen the client’s existing Salesforce infrastructure for business operations. | 2. Developed custom code to facilitate smooth integration with QuickBooks Online. |
3. Mapped QuickBooks accounts to Salesforce accounts for synchronization. | 4. Established synchronization between Salesforce customers and contacts. |
5. Aligned products & services in QuickBooks with Salesforce products. | 6. Enabled synchronization of orders and invoices between Salesforce and QuickBooks. |
7. Ensured comprehensive data flow for improved efficiency and coherence. | 8. Configured the ‘EPOSLY’ managed package to manage orders through a user-friendly UI, enhancing the client’s operational ease. |
Key Modules
1. Consumption of Rest APIs.
2. Integration of custom and standard objects.
3. EPOSLY configuration
Project Benefits
The CSL team played an important role in helping the client overcome their business challenges. The client experienced a significant improvement in their sales and financial management processes, improving efficiency, data coherence, and reduced manual efforts.
Streamlined Sales and Financial Management Processes: | Streamlining reduced client manual efforts and minimized errors in data entry. This leads to efficient business operations. |
Improved Customer Data Management: | Synchronization of Salesforce and QuickBooks led to better customer relationship management and enhanced communication with client stakeholders. |
Better Order Management with EPOSLY Configuration: | EPOSLY configuration provides the client with a user-friendly interface for order management. |
Increase in Overall Productivity: | CSL automated client business processes, reduced manual tasks, focusing on higher-value tasks. The time spent on repetitive data entry was reduced, increasing the client's overall productivity. |
Conclusion
Cloud Science Labs assisted client serving in the non-profit organization by improving efficiency, and financial management processes. We are committed to delivering business growth, and operation efficiency in businesses of various industries.
Looking to streamline your business processes? Let Cloud Science Labs' innovative software solutions help your organization with personalized solutions. Contact us today!