Scenario: A locksmithing business needed to be able to generate a new client profile in our solution any time they created one in their Salesforce account. This would enable their back-office team to be more efficient when scheduling new lock installation jobs for their locksmiths each day.
Solution: An integration between our solution and Salesforce was set up that enabled new customers to be created in our solution (whenever a new customer was created in Salesforce).
Impact: Using this capability, the locksmith company was able to easily manage contact files during day-to-day operations. The integration eliminated the need for duplicate data entry and optimized their customer service and back-office processes.