Salesforce Integration with QuickBooks using Dell Boomi AtomSphere

What happens today in the B2B/B2C industry? A CRM and an ERP work perfectly well in their independent silos. Let’s imagine something …

A CRM allows a Sales Rep to create a customer with all details. Sales rep closes an opportunity with the customer. A sales rep, eager for his incentive, raises a request for an invoice to be generated by the Finance team via their ERP. Instead, the CRM connects to the ERP, checks for Customer’s details. If Customer records exist, then it will trigger an invoice workflow and send an invoice to the customer, else a customer record is created before triggering the invoice.

How relaxing!

This is exactly, a feat, that has been accomplished, where we have integrated Salesforce with QuickBooks ERP, via Dell Boomi Atomsphere.

Kindly see the presentation to understand the integration, followed by a demo.

Salesforce Integration with SMS Country

Communication is the key

 

In the world where everyone is so busy in the daily grind, it is a comfort to provide people with updates. With the dearth of time, eMails, Blogs are a passe. KISS (Keep it simple & smart) is the requirement of the day. 🙂

SMS (Short messaging service) adheres to KISS

In the world of business, keeping customers informed is a key. Albeit, emails are a legal way to intimate, it might be prudent to send SMS for quick updates.

The following might be some of the use cases of sending text messages to Customers.

  1. Order Loading status
  2. Order Processed Status
  3. Order Delivery Status
  4. Order Receipt Status

And much more.

 

Salesforce CRM, a world leader in CRM and a solution adopted by a lot of enterprises, has been integrated with an SMS solution provider. We have tried to present the integration scenario and a demonstration of few of the use cases on the same.

 

Salesforce Integration with QuickBooks using Workato

What happens today in the B2B/B2C industry? A CRM and an ERP work perfectly well in their independent silos. Let’s imagine something …

A CRM allows a Sales Rep to create a customer with all details. Sales rep closes an opportunity with the customer. A sales rep, eager for his/her incentive, raises a request for an invoice to be generated by the Finance team via their ERP. Instead, the CRM connects to the ERP, checks for Customer’s details. If Customer records exist, then it will trigger an invoice workflow and send an invoice to the customer, else a customer record is created before triggering the invoice.

How relaxing!

This is exactly, a feat, that has been accomplished, where we have integrated Salesforce with QuickBooks ERP, via Workato.

Kindly see the presentation to understand the integration, followed by a demo.