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Fuze Technology's Success with Syncing Sales Data and Invoices in Quickbooks
FUZE Technology is leading the world in IoT enabled innovations, offering hardware products that provide utility and services to engage consumers. FUZE Technology's success story with STRMS demonstrates the power of automation in enhancing operational efficiency, reducing manual workload, and supporting rapid business growth.
Company Size
50+
Industry
Innovative IoT Solutions
Apps Automated
Salesforce, QuickBooks Online (QBO)
Manual Workflow Challenges
FUZE Technology came to STRMS with manual workflow challenges, particularly around integrating their sales and invoicing processes. They had initially considered utilizing Zapier but found it to be "too complex and costly". STRMS provided a more user-friendly and cost-effective solution, working directly with their tech stack to build out the necessary integrations.
Disconnected Systems: FUZE Technology used Salesforce for managing sales data and opportunities and QuickBooks Online (QBO) for invoicing. However, there was no connection between these systems. The sales data would stop in Salesforce, and manual intervention was required to continue the process in QBO, creating a disconnect between the sales team and the accounting team.
Inefficient Workflow: The absence of an integrated workflow between Salesforce and QBO resulted in redundant tasks and a cumbersome invoicing process. The lack of automation was time-consuming and prone to errors, as there was no seamless transition from sales data to invoicing. This inefficiency made it difficult to scale and respond quickly to sales and invoicing needs.
The Deployment Process
Russell, the VP of Finance for FUZE Technology, shares that the deployment process with STRMS was "smooth and efficient." FUZE Technology benefited from STRMS's deep understanding of their business needs, allowing them to design solutions specifically tailored to FUZE Technology's sales and accounting workflows. The collaboration between FUZE Technology, CRM Ninjas, and STRMS was highly effective. STRMS managed the integration behind the scenes, working closely with their internal and external teams to ensure the solution met all requirements. The development process involved multiple iterations and testing phases, ensuring the final solution was robust and aligned with FUZE Technology's operational goals.
Automated Solutions by STRMS
Salesforce and QBO Integration: STRMS automated the connection between Salesforce and QuickBooks Online, ensuring a seamless transition from sales data to invoicing. Opportunities are now tracked through Salesforce, and once contracts are signed, they are automatically pushed to QBO to create invoices for review.
Streamlined Invoicing Process:
The automated workflow now allows estimates to be sent out, approved, and converted into contracts. Once contracts are signed, the system automatically pushes the data to QBO to create invoices, significantly reducing manual data entry and potential errors.
"I highly recommend STRMS to my peers. The personal attention we received was invaluable. STRMS took the time to understand our needs and provided solutions in an easy-to-understand manner, avoiding overly technical jargon. They seamlessly integrated our sales and invoicing systems, saving us time and reducing errors. STRMS efficiently handled everything behind the scenes, allowing us to focus on our core business. Their custom solutions are both cost-effective and well-supported, making them an excellent choice for any business looking to automate their processes."
Russell Dean, VP of Finance for FUZE Technology
The automation solutions provided by STRMS have significantly reduced the time spent on manual tasks, allowing FUZE Technology to focus on more strategic activities. As a fast-growing company, the automations have facilitated their exponential growth by alleviating manual data entry and other time-consuming tasks.
