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Automating CRM Processes for Digital Content Provider

 

Client

This digital content provider offers a cost-effective and efficient vehicle for businesses, institutions and individuals around the world to acquire and distribute digital content.

Problem

The client uses Salesforce CRM to manage its customer data, Intacct for financial management and accounting, and a customized ordering platform to house opportunity-to-order data. To eliminate redundancies and increase efficiency, the company wanted to automate the process of connecting the opportunities data from the ordering platform with data stored in Salesforce CRM and Intacct.

Solution 

The OSF Global Services team worked in close collaboration with the client to understand its work flows and business processes. The team then developed an application that takes the data from the Oracle tables, transforms it and sends it to Salesforce CRM via a Java-based integration. To integrate the Intacct platform with the Salesforce CRM solution, OSF configured each platform’s layout and customized the CRM application through Force.com to match IntacctMax based on the client’s specific needs.

Results

The integration work has helped the client reduce manual work by linking its opportunity-to-order and order-to-cash processes. Automating the internal order-to-cash process has increased employee productivity by enabling personnel to access the latest company information. The solution has also optimized business processes across the marketing, sales, and accounting departments.

 

To learn more about this customer, download the full case study [PDF File].