About Fleetsmith:

 

Fleetsmith puts device management on auto-pilot by automating device setup, intelligence, patching, and security for your company’s Macs, iPhones, iPads, and Apple TVs. It integrates with G Suite and Office 365, empowering you to easily deploy, patch, manage, and secure your devices over the internet. Fleetsmith was founded by former IT and security leaders from Dropbox and Fandom who combined their security engineering and IT expertise into an all-new approach to managing Macs.

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About Stripe:

Stripe is the best software platform that provides powerful APIs for the most reliable payment gateway to run an internet business. It is ideal for subscription and e-commerce business to accept payments from around the world.

About Quickbooks:

One Tool, Many Uses – QuickBooks is a leading accounting platform that provides a user-friendly format for tracking your revenue and expenses, creating and sending invoices and automates bookkeeping.

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The Problem:

With many Multi-National Companies using Fleetsmith to automate its devices, it has become extremely difficult for the accounting and sales team of Fleetsmith to manage these company’s accounts, sales cycle and billing cycle.

Their sales and accounting team had to use different application tools that managed their accounts and create the invoice, handle and analyses all the data and provides a reliable payment gateway. This led to a high rise in the data discrepancy and inefficient manual hours.

The Solution:

With the entire business on the Salesforce cloud, it is easier to analyze, share and organize the data. By integrating Stripe and Quickbooks to Salesforce, you can track sales, create and send invoices, see and manage transactions, send payment links all inside Salesforce and, most importantly, know how your business is doing at any time.

The integration of Stripe and Quickbooks to Salesforce streamlines the process and turns your data into actionable insights.

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The Features:

  • Powerful invoicing and accounting features at your fingertips.
  • Accounting software and CRM work together to share data between sales and accounting, including customer information, sales orders, expenses, and invoicing.
  • Makes your business smarter and profitable.
  • Takes the advantage of your company’s accounting data and analysis and help in its growth.
  • Eases the understanding by offering a seamless experience for Sales receipts, Refunds, and fees.
  • Provides full visibility of your business that tells you how your business is running and can be improved.
  • Manage your money, track expenses, create a range of financial reports, generate receipt and invoices and gain insights so you can better forecast.

The Result:

  • This integration automates bookkeeping, it is easy to use and you don’t need an accounting or finance expert to use this.
  • The transparency between the sales, accounts and payments has increased the process of sending invoices by 100%.
  • Eliminates the data discrepancy between closed accounts and the accounts from where payment needs to be collected.
  • It creates custom workflows between payments, accounting, and Salesforce.
  • Eliminates data redundancy by 100%, increases productivity by 90%, and drives more insights for better forecasting.
  • Provides full visibility of your business that tells you how your business is running and can be improved.
  • It's two-way syncing between QuickBooks, Stripe and Salesforce accelerates the sales cycle by 60% and boosts productivity for your sales and finance teams and save hours of manual data migration.
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Customer Solution:

Transparency between the Sales, Accounts and Payments
97%
Productivity Increased
90%
Data Redundancy
100%
Sales cycle Increased
60%
Customer Feedback
4.5/5

About the Author

Piyush Singhal

Co-Founder, Director | HIC Global Soutions | Salesforce Consultant | AppExchange Strategist

An outcome-oriented technology leader with a global outlook, Piyush has over 8 years of experience in Project Execution, SDLC Planning, Salesforce, CRM, Salesforce Mobile, and Force.com.

Piyush, a seasoned Salesforce professional, started HIC Global Solutions in 2015 after filling senior development positions at front-running company names in the Salesforce development industry. He looks forward to challenging Salesforce development tasks, delivering novel apps for AppExchange listings, and forging global partnerships through working with the passionate people

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