With real-time Salesforce and QuickBooks connectivity, UBUNTU Research & Evaluation revolutionized its operations and saved 77% of its time. With a 75% reduction in human mistakes, and a 63% improvement in financial tracking, the tailored solution improved project and invoice management.
UBUNTU Research and Evaluation
UBUNTU Research and Evaluation is a strategic learning organization led by unapologetic Black women, femmes, and non-binary individuals.
The team operates as transdisciplinary strategists, working to resist anti-Blackness and strengthen the intellectual and political defenses of all Black people. They stand in solidarity with the global majority through education, facilitation, and evaluation.
Challanges
UBUNTU faced significant inefficiencies in its project and invoice management processes due to misaligned workflows between Salesforce and QuickBooks Online
Key challenges included
- Lack of a unique identifier to sync projects between Salesforce and QuickBooks.
- Risk of misdirected invoices due to mismatched email handling.
- Inability to link invoices to specific projects, impacting financial tracking.
Solutions
To address these challenges, we implemented a customized integration solution between Salesforce and QuickBooks.
Solutions Provided
- Created invoices under projects.
- Enhanced Client Sync.
- Real-time Integration of Salesforce and Quickbooks.
- Automatic Invoice Update.
- Automatic Project Creation.
Conclusion
With customized integration between Salesforce and QuickBooks, UBUNTU Research & Evaluation achieved seamless project and invoice management. This transformation not only improved workflow efficiency but also strengthened financial accuracy, empowering the organization to focus on its core mission of delivering impactful research solutions.
