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Salesforce KeepTruckin Integration

2019-07-22T03:48:32+00:00

Project Description KeepTrucking integration allows to automatically sync trucks, drivers, mileages and other data between CRM and KeepTruckin server. There is a scheduled updater that will run every day at a set time. The end goal for us was to automatically calculate RPM for all service trips. Since the revenue info was already available [...]

Zoho CRM to QuickBooks Connector

2019-06-19T03:33:19+00:00

Project Description The main goal for a client was to cut down manual data entry from Zoho CRM to QuickBooks. For that reason, we developed an automated solution that allows to automatically sync Zoho CRM Invoices with QuickBooks. The basic flow is set to where once Invoice reaches a certain status - we send [...]

SalesForce Customer Portal – Customer Service Tool connected to CRM

2019-06-23T17:34:53+00:00

Project Description SalesForce customer portal allows customers to check their service details, review documents and update their information directly into CRM. All updates are real-time no matter where you do the change. Each user has its own login and password. There are times when the same contact is present in multiple accounts in SalesForce. [...]

SalesForce to Quickbooks Connector

2019-06-19T03:32:00+00:00

Project Description The main goal for a client was to cut down manual data entry from Salesforce to QuickBooks. For that reason, we developed an automated solution that allows to automatically sync salesforce opportunities with QuickBooks. The basic flow is set to where once Salesforce Opportunity reaches a certain stage - we send data [...]

Salesforce CRM Cleanup – Removed Unnecessary Fields & Data

2019-06-23T23:41:05+00:00

Project Description SalesForce ecosystem has a relatively low entry level, which means lots of things can be set by non-certified users. As the company grows, more and more processes are added. It may become an even bigger problem if multiple users are making changes to the back end. On average it takes about two [...]