W3 Solutions & Salesforce.com
W3 Solutions was using Salesforce as their CRM, but management had an incomplete picture due to a disjointed workflow. Orders were taken from clients, inputted into an in-house portal to track sales, financials and bookkeeping, while Salesforce was being updated separately. The result was missing or forgotten data, with one too many steps to be effective.
A.Y. Technologies created a custom integration, complete with a mobile app to take orders, connect to Salesforce.com and the in-house database. The result is one streamlined, efficient workflow designed to reduce redundancy and capture the complete sales picture.