CUSTOMER STORY
An Accounting Seed Implementation and integration with Salesforce Field Service
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Toronto Office
1050 King Street West
Toronto
M6K 0C7
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Company Profile
Founded in 2006, Lift North America has grown to become the largest independent lift truck service provider in Canada. Situated in the heart of the country’s biggest market, the company has earned a reputation as a leader in the material handling industry.
Their business model has been strategically designed to provide the support, knowledge, and resources to improve efficiencies, uptime, and overall productivity throughout any operation.
Lift North America’s unique network of over 50 employees, strives to provide consistency of support and service. This allows them to recommend and implement the best solutions for operational challenges to our over 750 firmly entrenched active customers.
The Challenge
Lift North America deals with sales, accounting, and many other non-trade-related activities that are critical to the success of a service-oriented company. They wanted to run their business more efficiently and have remote access to their financials at any moment.
The client needed to differentiate revenue and COGS (cost of goods sold) for different business lines like New Truck Sales, Service Labour, Service Parts, Training, and more. They also wanted to get job costing for every invoice and track the purchase orders associated with the work order/invoice.
Deposits and advances needed to be handled appropriately. Recurring (automatically) and non-recurring billing also needed to be configured. Whenever Lift North America needed a statement of account, they needed to go to each invoice individually and manually put it all together which led to a decrease in productivity.
Regarding customers, they not only wanted customers to find and look at the status of their own invoices but also to be able to generate a PDF out of the invoice. In addition, Lift North America was looking for a level of automation in billing for recurring rental bills every a certain number of days.
Lift North America wanted to be able to do inter-departmental invoicing for management reporting purposes without affecting the Financial records and also needed customization for sales and work orders. Tracking inventory in Accounting Seed was also required.
The Solution
First of all, App Solve created a solution design by developing a high-level data map. Then, we installed and initialized the setup of Accounting Seed, the #1 cloud-based accounting solution on Salesforce. We customized page layouts for account, opportunity, product, asset, and contact.
After that, we built the Master Data schema in the Accounting Seed system. We created the ability to report on and differentiate between Revenue and Cost of Goods Sold (COGS) for different business lines.
Then, we built the Jobs and Cost Costing portion of Accounting Seed. Setup of project templates, bill and cost rates, expense projects, timesheets, time card periods. App Solve attained job costing for every invoice and tracked Purchase Orders (PO’s) associated with the Work Order / Invoice.
App Solve built Inventory and Order Management, and the Core Accounting processes within the Accounting Seed system. Also, created an on-going process for integrating payroll with Accounting Seed. After that, we transferred all their data from ADP—their previous payroll, and HR solution—into their Accounting Seed.
We built Reports and Dashboards for real-time visibility into the new financial system in Salesforce and created the ability to report on customer metrics—like service costs per hour per forklift truck.
App Solve provided a client-specific training plan in order to maximize user adoption and ROI on the system, including topics, such as work order to invoice process, work orders, service reports, asset reporting, jobs, job costing, inventory, operational processes, using the payroll process, timesheets, and reports and dashboards.
Finally, App Solve provided the required Post Go-Live Support on the project.
The Results
As a result of the Salesforce and Accounting Seed implementation, Lift North America was able to achieve improved payable and receivable tracking as well as achieve real-time visibility into their departmental results via interaction with a virtual 24-hour profit and loss statement.
Lift North was able to make better business decisions with all information on the table with much less research, reporting and preparation time required. Their ability to post and distribute invoices is increasingly more efficient, allowing accounting to spend more time on value-added analytical work. Accounting is also able to more easily control payables, and spend time on activities to assist the cash cycle.
Through the use of the Salesforce Community Cloud portal, Lift North’s customers are able to oversee their forklift fleet to glean key real-time information like work order history, safety certifications, maintenance records, invoices, and statements.
Assisted by the Salesforce platform, Lift North America is now poised to take on even more cutting edge work, taking advantage of opportunities in the telemetry space and how they can deploy value-added telematics solutions for their customers.
Products Utilized
Sales Cloud
As the core foundational CRM product within the Salesforce platform, Sales Cloud provides the baseline for the 30% revenue growth that the average App Solve customer achieves. Key areas like contact management, opportunity management, forecasting, reports and dashboards allow you to automate sales to supercharge growth.
Service Cloud
App Solve’s Service Cloud offerings provide the business experience and technical strength to help companies deliver the best possible customer service.
Experience Cloud
The Experience Cloud allows you to connect to your customers and partners in a whole new way. Then take that information and customize your business to best align with your target audience and critical partnerships.
Field Service
App Solve is proud to have the most Field Service Implementations of any Canadian-Based Salesforce Implementation Partner, and the 3rd most in the world!
Accounting Seed
Track financial data through the entire business lifecycle, from marketing through project implementation, product sales, back office accounting, and finally to the generation of financial statements customised by you.
What Our Customers Are Saying
Digitcom hired AppSolve to streamline Digitcom's processes from Quote to Cash. A digital service provider, Digitcom's requirements are challenging and AppSolve's thorough knowledge of Service Cloud and AccountingSeed ERP and Financial Suite made them uniquely qualified to help.
AppSolve delivered a comprehensive overview of Digitcom's processes. They simplified systems by eliminating half of the business tools currently in use, resulting in more cohesive work flows at a lower monthly spend.
AppSolve's team faced external challenges multiple times during their engagement with us, but managed to keep tightly to their deadlines and deliverables while maintaining a high-quality, professional service.
Digitcom Telecommunications Inc.
"A great long term partner. The team at App Solve has helped us implement several strategically valuable modules, custom design, and workflow processes to our org. We have been working with them for four years now. They understand our business needs and help us scope projects appropriately for our requirements and budget. Planning projects is always difficult when we don't understand the complexity of some challenges. They help us navigate appropriately and are reasonable to work with when original plans inevitably end up drifting into something different than first envisioned."
Craig MacAdam, CFO | Lift North America
"Great team to work with! App Solve knows their stuff. They helped to get Pardot integrated with Salesforce, and I am excited to see what we can do with it."
Dawn Jones, Director of Marketing | Kraun Electric Inc.
"Exceptional work and customer service! We contracted App Solve to help us with an implementation roadmap project and feasibility study. We were very pleased with the level of service they provided, the clarity of communication, and the attention we received. All our needs were addressed! I strongly recommend App Solve, their level of expertise, and customer service are unparalleled."
Asia Nebesnaia, IT Project Manager | Cox Automotive Canada Company
"The App Solve team was very knowledgeable, organized, and worked diligently to set up Salesforce and Pardot within a tight timeframe. We enjoyed working with everyone on the project and appreciated the guidance along the way."
Simon Dealy, CEO | HIRE Technologies
"Experienced partner with good staff. We did our first project with App Solve this past summer. It was implemented professionally and has had a positive impact on our business. The staff are responsive and know their stuff. We will definitely use them again."
Aaron Jones, CEO | Kraun Electric Inc.
"Highly skilled and easy to work with! I’ve been working with App Solve for several years as a Salesforce partner and a software implementor of our platform - Accounting Seed. In my experiences with App Solve, they've been spot on with respect to the Accounting Seed and Salesforce value proposition and I've had countless successful project roll-outs with our mutual customers! Cheers to many more, App Solve!"
Anthony Schermer, Senior Account Executive | Accounting Seed
"App Solve is great to work with, they take the time to understand our business and how best to implement Salesforce solutions to meet our objectives. Very knowledgeable team to work with our company as we rolled out Salesforce across North America to 12 cities, implementing our entire business. It was a pleasure doing business with App Solve. Thank you."
John Chiaramonte, Senior Business Development Executive | Enwave North America LP.
"Extremely pleased. David and his team have been a dream to work with. They are very responsive and complete projects in a timely manner. They also take the time to thoroughly explain things to a novice Salesforce user. I look forward to working with David in the future!"
Sierra Hayes, Operations Manager | Dream Local Digital
"Great Group to work with. We have used App Solve a few times and they have been great to work with. They were very knowledgeable and showed a willingness to work with or organization. I will use them for future consultation."
Chris Haase, President | Environmental Products Group
"We worked with the App Solve team to implement Salesforce for our organization, including the main system architecture and setting up the data model needed for our business. They have been a true partner in getting us rolling with Salesforce and have also been of great assistance in tackling smaller projects after the implementation was largely completed."
Gregory Kennedy, Controller | Generis
"Fantastic experience working with Pattie & David. Our company recently completed the transition to Lightning with the competent, guiding hand of Pattie. This transition provided us the perfect opportunity to fix an ongoing issue that was caused by a custom-built feature. Pattie & her team took the time to clearly understand the issue and to take the proper steps to fix it. I would highly recommend App Solve to anyone looking to integrate Salesforce into their business."
Lee-Anne Golden, Managing Director | Urban Flats Toronto
"A true partner. The team at App Solve is amazing. We have truly valued their expertise and consider them a partner, helping us maximize our Salesforce experience. They have been lifesavers on more projects than I can count. We look forward to a long and productive relationship. 5 stars all around!"
Kerrie LePage, Director of Marketing and Product Management | Edenred Commuter Benefit Solutions
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