Join us to hear how a local company is taking advantage of Salesforce!

The Ultimate Roll Up: 12 Kingdoms to 1 ERP
In less than two years with only three team members, we took a 10 division company from DOS to Salesforce. Today the company enjoys realtime accounting and full sales to cash reporting within Salesforce. It has generated multiple profit growth opportunities and greatly reduced the time to transition two acquired businesses. Learn how we prioritized and brought a variety of business systems online including:
Sales, Quoting and Orders
Purchase Orders, Receiving and Multi-Location Inventory Management with Cost Averaging
Invoice Generation, Commission Payouts, Sales Tax Calculation & Remittance, and Receivables
Integration with Quickbooks Online for reporting and reconciliation
Maintenance, Work Orders, Parts Use, Mileage Tracking and Advanced Labor Tracking
Customer portal with asset tracking, invoice history and payment processing
React Native iOS app for field workers
We will focus on the roadblocks, pitfalls, and considerations when tying the back and front office together inside Salesforce.