Case Study: Unimark streamlines service operations and billing with Mannya Techno Solutions

Unimark streamlines multi-day service billing with Mannya and a single dashboard

Unimark, a company serving the Indian manufacturing sector, faced challenges with integrating its Salesforce and QuickBooks platforms. Their difficulties included automating the creation of quotes and invoices, tracking equipment for service appointments, and managing multi-day service billing. They partnered with vendor Mannya Techno Solutions to address these issues using Salesforce.

Mannya implemented a solution using Apex classes, validation rules, and QuickBooks APIs to automate case creation, update inventory, and generate invoices. They also developed custom functionality to track equipment and record hours worked on extended service appointments. As a result, Unimark significantly reduced manual effort, gained real-time visibility into operations, and improved its billing process for multi-day services.

Unimark