Automation Champion

Automating Salesforce One Click at a Time
Automation Champion
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  • Category: App Review

    • Advancing Business Operations with Salesforce and QuickBooks

      Posted at 6:20 AM by Rakesh Gupta, on March 15, 2021

      Creating streamlined and automated processes within your business is key to maintaining and improving your operations and staff productivity. Companies using Salesforce and QuickBooks for their accounts receivables and payables should consider an integration solution to improve this process. Integrations allow all the information to be seen on one platform, leading to a more functional system.

      Why Integrate Salesforce and QuickBooks? 

      Integrating your Salesforce and QuickBooks accounts enables sales and finance teams to work more intuitively, providing them with deeper insight into the accounting data as well as their Salesforce opportunities. 

      An integration solution can eliminate the need for double data entry. Some businesses spend several hours per week inputting data from Salesforce into QuickBooks and vice versa. This manual entry takes time away from staff, who could instead be focusing their efforts on other tasks that drive the business forward. If contacts, accounts, and opportunities are automatically synced, little to no action is required from the user, saving valuable time. 

      With the use of dashboards and reports in Salesforce, users can easily gain insight into the status of invoices, quotes, and opportunities without having to rely on the finance or sales team. The connection of Salesforce to QuickBooks allows a company to increase the efficiency and productivity of their staff and overall business. 

      According to PWC’s Benchmarking report 2019/20, 30-40% of staff time can be reduced with finance automation. So it is clear that automation is needed to streamline day-to-day processes so that teams can be more efficient and spend less time on mundane tasks and allow the software to do more of the work. 

      Financial data is crucial as it provides valuable insights into businesses, to help finance and sales make more informed decisions. Therefore, insights need to be easily accessible and in real-time, for the data to be truly effective. 

      Business Case:

      Customers Playspace Designs wanted to improve business operations so that their business could run more smoothly and establish a fully integrated system; where they could manage their contacts, submit quotes, purchase orders, and invoices to customers. They were spending up to 8 hours each week on manual data entry processes that were prone to human errors.  

      PlaySpace already had QuickBooks, however needed a CRM that would help to manage their clients; they chose to use Salesforce. The next challenge was connecting both platforms so that data could flow to and from Salesforce and QuickBooks. They needed an integration solution to be the bridge between systems, allowing for ease of mind in data accuracy and saved time; So they opted for Breadwinner. Read the rest of this entry!

      Posted in App Review | 0 Comments | Tagged Accounting in Salesforce, AccountingSeed, Breadwinner, FinancialForce, FinancialForce Salesforce Alternative, Integrate QuickBooks with Salesforce, QuickBooks, QuickBooks and Salesforce Integrate, QuickBooks and Salesforce Integration
    • Top 3 Types of Accounting Automation Your Business Needs

      Posted at 10:58 AM by Rakesh Gupta, on January 4, 2021

      Automation is a game-changer for every industry and type of organization. Arguably the most impactful business automation has been in accounting processes. From lead to ledger the financial aspect of the customer’s journey is faster, easier, more accurate. On Salesforce, automated accounting is a critical component of the platform – both for smooth operations and informed, effective business strategies. 

      Let’s look at three types of automation your accounting solution should have.

      3 Types of Automation You Need in an Accounting System 

      Automating key business processes has significant advantages. In a business world that’s not only rapidly changing, but also heavily data-driven, time is money. Additionally, your data is what guides you towards true return on investment opportunities while being efficient.

      Here are core automations that take your accounting process from tedious manual labor to a simple button click. 

      Event Automation

      Transactional accounting is now more streamlined and easier because accounting platforms can fully automate repetitive entries for you through event automation. For example, Accounting Seed utilizes click-not-code automation which enables you to do multiple functions with just a button click. The simpler automation is to implement, the more efficiency you gain. Event-related automation also lets users accomplish multiple tasks simultaneously. This reduces your manual labor while enhancing your entire system’s accuracy.

      Event Automation Examples: 

      • Define an event as a specific action in the accounting life cycle, such as receiving payment, and then dictate what is next in sequence. 
      • Automate revenue recognition based on the appropriate sequence in the cycle. 
      • Automatically update records with real-time data.

      Batch Automation

      Batch automation, or batch processing, is automation in which the system completes batches of jobs at once instead of forcing you to do each job individually and Read the rest of this entry!

      Posted in App Review | 0 Comments | Tagged Accounting in Salesforce, Accounting Seed, Bookkeeping in Salesforce, FinancialForce, FinancialForce Salesforce Alternative, Manage Finance in Salesforce, Managed Financial Accounts in Salesforce
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      • Getting Started with Salesforce Flow – Part 59 (Clone a Chatter Group with Members)
      • New Research: Salesforce Delivery Teams Excel in Speed but at the Expense of Quality
      • Improve Your Data Collection Strategy with Web Forms
      • Getting Started with Salesforce Flow – Part 58 (Customize Previous, Next, Finish, and Pause Button Label for Screen Flow!)
      • Advancing Business Operations with Salesforce and QuickBooks
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    • Getting Started with Salesforce Flow – Part 43 (Dynamic Approval Routing in Salesforce)
    • Getting Started with Salesforce Flow – Part 57 (Adding Validation to Flow Screen Components)
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