Integrating Salesforce and Quickbooks

colorfuleggnogDéveloppement de logiciels

17 févr. 2014 (il y a 5 années et 3 mois)

114 vue(s)

“Integration doesn't have to be over-complicated or cost prohibitive. WDCi showed
us how you can build a solution that's right for the business and returns value
within a short timeframe. Their professional team knows how to get the job done.
– Richard Giddey Vice President, Asia Pacific."
StorageCraft Pty Ltd is the Asia Paci￿c headquarters for
StorageCraft Inc. StorageCraft Technology Corporation is
focused on providing innovative disk-based backup, disaster
recovery, data protection, migration and security solutions
for servers, desktops and laptops.
StorageCraft utilises Salesforce to manage their sales cycle and Quickbooks to manage their ￿nances. With no link between
the two, and a large volume of transactions, StorageCraft had duplication of information and a lack of automation in their
business processes from order to cash. The solution needed to cater for the B2B component of the business and the
Salesforce customisations they had put in place to manage their non-standard sales process in a channel model.
Rapid ROI : The manual creation of up to 100 invoices/day was eliminated, saving up to 20 hours/week.
Data errors minimised : No re-keying of data, Products, Accounts and Sales data are in sync between the
Integrating Salesforce and Quickbooks
A case study in Rapid ROI
About StorageCraft
StorageCraft selected WDCi and with their recommendation, the Boomi platform. The existing Quickbooks and
Salesforce connectors for the Boomi platform would ensure a rapid implementation time.
The solution involved bi-directional synchronisation of data between Salesforce and Quickbooks, including:
Data validation in Salesforce to ensure the Opportunity is ready for the integration process.
Distributor and Reseller data in Salesforce is incorporated into the invoicing process.
The invoice number is populated to the Opportunity in Salesforce.
Quickbooks Items synchronised to Salesforce Products and Pricebook.
Distributor Accounts in Salesforce are created as Quickbooks Customers.
Invoices are created in Quickbooks from Opportunities in Salesforce: