Transforming Operations: Salesforce & MYOB Integration for Professional Services Success

General Manager

I have never experienced such a high level of customer service in Australia. Corptec’s team was not only organised and supportive but also motivated us to persist until the project’s completion. Appreciate Corptec’s transparent cost structure, ensuring we get good value for our investment.

Overview

A leading supplier of high-quality foundation equipment was experiencing significant operational hurdles. Their sales and accounting processes were hampered by disjointed communication and manual data handling, causing delays and inefficiencies. This created a need for a unified system to streamline their operations and improve data accuracy.

Challenge

The company faced considerable challenges due to siloed sales and accounting data. This resulted in issues such as delayed sales proposals and protracted customer invoicing processes, their reliance on spreadsheets for lead management was both slow and risky and a previous attempt at integration with their systems was ultimately unsuccessful in addressing these core issues.

Outcome

Corptec successfully implemented a seamless, real-time, two-way integration between Salesforce and MYOB. This transformation created a unified business system. The results of this integration included a 60% increase in the speed of their sales and accounting processes, a 3.5 hour reduction in the amount of manual work per day, a 43% reduction in data entry errors and a reduced project completion time of 18%. Furthermore, they were able to achieve real-time two-way sync between MYOB and Salesforce which ensured no further issues.

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Real time Two-way Sync Between Myob and Salesforce
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Times reduced in manual tasks
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Benefits

  • Enhanced lead tracking and client engagement.
  • Real-time collaboration between client services and finance teams.
  • Significantly reduced manual data entry and errors.
  • Faster and more accurate billing processes.
  • Centralised data for improved visibility and decision-making.
  • Greater operational efficiency across the organisation.

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