Salesforce CRM integration for media company

About The Company:

Situated in Atlanta, our client is a versatile PR and marketing firm specializing in providing comprehensive PR and reputation management services. With decades of experience, they extend their expertise to website design, development, brand creation, advertising, and social media management services.

Customer Challenges:

• The company grappled with disparate systems and software for project management, billing, and customer information.
• Manual collection and maintenance of data from various sources for input into Salesforce opportunities were time-consuming and prone to errors.
• The existing legacy system for scoping client services and tracking campaign execution must be fixed.
• The integrating separate accounting software with QuickBooks posed difficulty in updating billing and accounting information in Salesforce opportunities.

Solutions:

Replaced the legacy system with Salesforce’s customer data and campaign management functionalities, utilizing Lightning Web Components (LWC) for enhanced performance and easy maintenance.

We migrated all services to a unified platform by integrating different software into Salesforce, covering accounting, project management, campaign management, and customer service management for streamlined processes and time savings.

Customized integration of Salesforce with QuickBooks facilitated efficient invoicing, improving productivity and ensuring secure financial data.

We integrated the project management tool Aprika with Salesforce for a cohesive workflow.

Results:

The top achieved results were.

Streamlined Operations: CloudCache Consulting successfully unified disparate systems, replacing a legacy system with Salesforce’s efficient customer data and campaign management functionalities. This streamlined project management, billing, and customer information, minimizing errors and enhancing efficiency.

Enhanced Financial Processes: Customized integration of Salesforce with QuickBooks revolutionized invoicing, ensuring cost-effectiveness and productivity. The secure integration facilitated seamless billing and accounting information updates, optimizing financial processes.

Cohesive Workflow Management: Integration of the Aprika project management tool with Salesforce provided a coherent workflow, facilitating efficient tracking of campaign execution and service delivery. CloudCache Consulting’s expertise in integration resulted in a comprehensive solution, improving overall data management and business operations.

Why Choose CloudCache Consulting for Salesforce Consulting:

CloudCache Consulting stands out as a premier provider of Salesforce consulting services, backed by a team of certified professionals with extensive experience in Salesforce implementation. Whether deploying a new system, enhancing an existing one, or conducting user training, CloudCache Consulting consistently delivers results that fuel business growth. The services encompass implementation, integration, and support, empowering businesses to streamline processes, enhance data management, and boost overall efficiency.