Driving Growth with Salesforce, Convirza & QuickBooks
About Client
Our client was founded in 2020. They specialize in customized residential and commercial accessibility solutions, including ramps, bathroom modifications, and durable medical equipment. Driven by personal experiences with mobility challenges, our client is dedicated to enhancing independence and safety for individuals with disabilities, seniors, and veterans.
Industry
Healthcare and Accessibility
Products
Salesforce Sales Cloud
Convirza
QuickBooks
Angi Lead
Challenges
- Frequent errors and significant delays due to manual re-entry of sales data.
- Mismatched customer and product information.
- Manual lead entries from HomeAdvisor (Angi Lead) to Salesforce was inefficient and error prone.
- Inconsistent tracking of lead sources and associated fees.
- Manual tracking of Convirza call recordings and transcripts outside Salesforce creates data silos, limiting executive visibility and actionable insights.
- Lack of integration between call data and Salesforce.
Solutions
- Automated invoice creation from Salesforce with all details transferred instantly to QuickBooks.
- Real-time syncing of customer and product data between Salesforce and QuickBooks for accuracy.
- Established an automated integration that seamlessly transfers leads from HomeAdvisor (Angi Lead) into Salesforce.
- Configured access settings to enable smooth and authorized data flow.
- Automated the import of call recordings and transcripts into Salesforce.
- Implemented a custom structure to store essential call details, including time, duration, contact info, transcript, and recording link.
Results
- Manual data entry time dropped by 80%, saving 20 hours weekly.
- Sales increased 50% without adding accounting staff.
- Increased data accuracy up to 90% by reducing errors through automation.
- Saved time by eliminating manual data entry.
- Eliminated manual checks for contact-related calls, saving valuable time.
- Centralized all voice interactions in one platform for easy access and auditing.
