SMBHD
34 Case Studies
A SMBHD Case Study
Shull Media Partners, an advertising and marketing firm, faced challenges with inefficient manual processes and disparate legacy systems that managed vendor and client accounts, order scheduling, and invoice reconciliation. They partnered with SMBHD to implement Salesforce Sales Cloud to automate and streamline their operations and achieve a more scalable solution.
SMBHD implemented Salesforce Sales Cloud and integrated it with Conga for document generation and Accord Sync for QuickBooks Online synchronization. This solution automated order confirmations, signature capture, and invoice processing. The results included a significant reduction in the time to process orders, quicker invoice reconciliation, and faster client payments, allowing Shull Media Partners to focus more on business growth.