Client is a US-based traffic management services provider, delivering the services for construction, infrastructure projects, and utility work to improve roadways and communities across the country.
Need for synchronizing billing records with MS Dynamics GP accounting system
The existing process of quote generation, billing, and tax calculation was manually intensive
The manual process for billing and quoting led to data anomalies, often causing frustrating delays in the payments receivables and overall accounting
Need for an interface that could allow modification of details of rented products on-the-fly
REST-integration to sync billing records with Microsoft Dynamics GP to provide seamless transaction flow from quote to cash
Use of Salesforce Billing package to automate customer billing and tax calculation
Custom development to convert Skedulo records into CPQ records (opportunity, quote, quote line)
Custom functionality to enable the admin to update the details of the product being rented
Downloadable reports to enable tracking of errors
Conversion: Caters to conversion of Skedulo records into CPQ records
Synchronization: Generation of billing transactions and their synchronization with Microsoft Dynamics GP
Update Rental Requirement: Enables the user to update the details of the rental products
Salesforce Billing
Salesforce CPQ
Apex
Visualforce Pages
Batches
REST Web Services
Triggers
Reports and Dashboard
Microsoft Dynamics GP
Skedulo
The Salesforce CPQ and Salesforce Billing implementation reduced the administration burden and technical overhead that was required to support the existing manual billing process
Provided a scalable solution to support future growth through acquisition and increased invoice volumes
Auto synchronization eliminated data inaccuracies to a great extent
