Case Study: HiReli streamlines sales and invoicing with Eigen X

HiReli eliminates manual double entry with Eigen X and boosts real-time visibility

Eigen X worked with HiReli, a value-added reseller providing smart grid and power solutions, to address several operational challenges. The customer was hampered by a slow, error-prone process of manually updating Salesforce orders and product information from external reports. Furthermore, its finance team manually entered data into QuickBooks, creating delays and disconnected reporting, while custom objects limited automation and scalability.

The solution implemented by Eigen X utilized Boomi to automate order intake and sync data between Salesforce and QuickBooks, creating a bi-directional flow for invoices and payment status. They automated the full quote-to-order workflow within Salesforce and integrated Conga Composer for more effective quote generation. By migrating to standard Salesforce objects, Eigen X unlocked native capabilities. The results eliminated manual data entry, improved accuracy, accelerated sales cycles, and provided real-time visibility into payment status, positioning HiReli for scalable growth.

HiReli