Case Study: Van Walt achieves streamlined accounting and CRM with Solutions For Accounting and CRM

Van Walt centralizes 4 databases with Solutions For Accounting and CRM

Van Walt, an environmental equipment provider, faced challenges with its outdated and unsupported financial system and a disconnected CRM that relied on manual data entry. They needed a more robust, scalable platform to handle multiple currencies and streamline their quote-to-order process. The vendor, Solutions for Accounting and CRM, recommended integrating Sage 200 with Salesforce using their Solutions Connect module to address these issues.

Solutions for Accounting and CRM implemented Sage 200 for financials and Salesforce for CRM, seamlessly connecting them with their Solutions Connect module. This integration automated data flow, eliminated manual entry and errors, and provided real-time visibility into customer information and financial status. The result was streamlined processes, significant time savings, and a centralized, scalable system that supports Van Walt's global growth.

Van Walt