American Philanthropic helps nonprofit organizations with strategy, leadership assistance, campaigns, grant writing, and much more. They utilize QuickBooks Online, and moved to Salesforce from DonorPerfect, which helped modernize their CRM system.
They turned to Commercient SYNC to integrate key data from QuickBooks Online to Salesforce. Prior to the move, doing this process manually could take hours of work every 2 weeks, and now SYNC allows American Philanthropic to better track hours, invoices, and more, enabling them to provide better value to their clients.
“Commercient proved to be the one to successfully sync what portions of the invoices we needed, to the particular objects in Salesforce,” said Devon Ironside, Director of Data Solutions at American Philanthropic. “It ended up working out well.”
“It’s something we didn’t even really have a way to track before. And so to see [the clients, services, hours, invoicing, and more] all in one place, it’s helped the directors and managers determine the effectiveness of our engaging [and provide more valuable services to clients].”
Before, it could take several hours every 2 weeks to manually transfer the key financial data from QuickBooks Online to Salesforce, which his team needed to track. Their integration runs daily, and the information is available quickly. “I’d say it’s been a major coup to have the Commercient SYNC app to get the information [to Salesforce quickly], and it seems to be working well, and it’s great.”
- Challenge
- American Philanthropic needed to update their DonorPerfect CRM system
- Need to integrate from Quickbooks Online to Salesforce. Doing it manually could take hours of work every 2 weeks.
- Keep track of clients and employees’ time working with them
- Manage time worked and invoiced, monthly and annually
- Solutions
- Salesforce CRM implemented
- Commercient SYNC, the #1 data integration app, performed once a day
- SYNC connection pushes financial information, such as hours worked and billing, from ERP to Salesforce CRM
- Commercient provides data from QuickBooks Online of the time working with each client, and associated invoice, all within Salesforce
- Results
- Modernized their sales platform
- American Philanthropic can now see their QuickBooks Online data in Salesforce, including billing, invoices, payments, and more
- American Philanthropic has a full picture of tracking hours, invoices, and more, improving efficiency
- Allows American Philanthropic to keep track of the value they provide for their clients every week
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