Affordable, Low-Maintenance CRM to Financials Integration
“As a growing company, I appreciate the scalability and low-maintenance of our Boomi integration. We can concentrate on growing our business knowing our data will flow seamlessly between systems.” — Joe Reback, President
Olympic Veterinary chose Salesforce.com as the CRM system to support the ordering and customer support business processes, because it provided a scalable solution with easy web access for staff on-site or off-site. In order to minimize the number of applications customer service representatives (CSRs) needed to access, they sought out an integration solution to automate data synchronization between Salesforce.com and QuickBooks. Olympic has limited internal IT resources, so they required an integration solution that would be affordable and low-maintenance.
Solution
Olympic choose the Boomi Widget for Salesforce and QuickBooks on the advice of their implementation consultant. It met all their initial requirements and as a pre-packaged integration was affordable and low-maintenance.
Results include:
• Bi-directional account data synchronization between Salesforce.com and QuickBooks, eliminating duplicate data entry
• Automated invoice synchronization from QuickBooks to Salesforce.com, giving CSRs complete visibility into order history for customer support and easy re-order processing
• Built-in support for a future business process—sending opportunities from Saleforce.com to QuickBooks—as their business grows
About Olympic Veterinary
Olympic Veterinary sources and manufactures innovative, professional veterinary medicine products. All Olympic products are designed to help the doctor and staff save time by making procedures easier and more efficient, while improving the quality of patient care. Olympic products are sold throughout the US and Canada.
