Connecting CRM & Financials to Accelerate Cash Flow and Eliminate Manual Data Entry
“So much time can be wasted in business keying the same data into different systems. The Salesforce - Saasu widget solved this issue. Converted sales within Salesforce are now updated in real time to the Saasu accounting system.” — Paul Mansfield, Director
The challenge presented to weblinc was the gap in the client’s business processes in connectivity between the online accounting package Saasu and Salesforce CRM. weblinc wanted to minimize the time spent working with data to enable a greater focus on new sales and customer service. Connectivity between Salesforce and their online accounting system Saasu would provide a “true” order to cash income solution. This required an integration solution that would run with minimal ongoing maintenance and input from their team.
Solution
weblinc engaged WDCi, to build and deploy a rapid integration process between Salesforce.com and Saasu. WDCi recommended that weblinc employ the "Salesforce CRM/ Saasu Widget" built on Boomi’s integration platform, AtomSphere, in order to accommodate their requirement in the fastest possible time.
weblinc now has available an automated bi-directional sync of data between Salesforce and Saasu. Invoices are created in Saasu from Opportunities in Salesforce. When the status of an Opportunity changes to Closed / Won, the invoice is generated in Saasu, the invoice number is then populated to the Opportunity in Salesforce. When the Invoice is paid in Saasu, the payment details are updated to the Salesforce Opportunity, providing full visibility to the sales team.
Results include:
- Visibility to Invoice payments within the sales team
- Eliminated re-keying of data between the two systems
- Ability to view A/R, and sales compensation in Salesforce
- Drive additional sales by enabling visibility into the complete order-to-cash process
About Weblinc
weblinc has quickly firmed its position as one of Australia’s most innovative provider of “to market” Software, services and solutions. Weblinc is also a Go To Market Partner, offering tailored implementation, training and integration services for Salesforce.com.
