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Enabling Superior Customer Service with Complete Account Visibility

“By enabling a timely and complete view of account status, Boomi helps IDeaS deliver superior customer service thereby increasing customer satisfaction and overall competiveness.” — Jodi Kain, Accounting Manager

The client services team at IDeaS is very involved in serving the customers. The more information they have on their screens, the better service they can provide. For example, one early sign of customer dissatisfaction is unpaid invoices, but that information was not available to the CSRs. They needed to integrate invoice and payment status from Microsoft Dynamics GP into Salesforce CRM to give services a comprehensive account view.

Solution

Boomi’s AtomSphere was the clear choice with pre-built connectors, cloud-based solution, easy-to-use design interface, and professional services to help with the integration.

Now invoices are posted daily from Microsoft Dynamics GP into Salesforce CRM providing the CSRs with a much more comprehensive view of each account. By having a more comprehensive customer view, IDeaS has realized:

  • Increased customer satisfaction by having issued resolved in one call to services
  • Improved renewals, as services can pro-actively engage with “at-risk” customers
  • Low integration costs through Boomi’s pay-as-you-go pricing

About IDeaS Revenue Optimization

Founded in 1989, IDeaS Revenue Solutions - a SAS Company, offers industry-leading revenue management Software, Services, and Consulting to the hospitality industry. Headquartered in Minneapolis, IDeaS has technology, support, sales and distribution offices in North and South America, the United Kingdom, Europe, the Middle East, Australia and Asia. For more information, visit www.ideas.com.

Success Summary

Application Types
CRM
Finance
Applications
Microsoft Dynamics GP
Salesforce CRM
Industry
Technology
Role
Accounting Manager