Some details
CustomerA UK-based company engaged in document management since 1998. An easy-to-use Q&,A module, custom reporting, and other solutions help you manage even the most complicated deals.
The Customer needed integration with 3rd party services for accounting, as their services have very dynamic pricing.
The main problem was the proper tracking of the accounting system. PDF files
for each of their clients were created with default data, which then had to be changed manually.We had to transfer the entire ecosystem of the Customer to Salesforce and we needed to do it in a proper way, in order not to lose pricing flexibility.
Our collaboration began with a detailed description of all processes on the part of the Customer. Then we started to perform a pilot task.
After Customer’s approval, we began to work further with the settings of the automation process of the Customer’s service.
Learn more here:
https://senlainc.com/salesforce-integration-with-third-party-services/
