Integrated CRM & Financials Eliminate Manual Data Entry
“At Enviren we want to focus on the business of helping our customers reduce their energy costs not on re-keying data between our CRM and Accounting System. Using the Salesforce-Saasu ReadyMade solution from WDCi has solved our data issues and freed us up to do what we do best.” — Pieter Broderick, Director
Enviren utilises Salesforce to manage their sales cycle and Saasu Online Accounting to manage their finances. With no link between the two, they were dealing with duplication of information and lack of automation in their business processes from order to cash.
Solution
Enviren engaged WDCi, a member of the Boomi Partner Network, to build and deploy a rapid integration process between Salesforce.com and Saasu. WDCi recommended that Enviren use Boomi’s integration platform, AtomSphere, in order to accommodate their requirement in the fastest possible time.
Enviren now has an automated bi-directional sync of data between Salesforce and Saasu, including:
- 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
Enviren has experienced numerous benefits following the implementation of AtomSphere, including:
- 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 Enviren Pty Ltd
Enviren is an 100% Australian owned business committed to helping Australian householders save on their energy costs, increase their comfort levels and reduce their carbon footprint.
