Salesforce Customization and Integration with QuickBooks

Leveraging Salesforce CRM to streamline customer service process


Our Client has been in the construction industry for multiple generations and is the source for all new residential and commercial construction vinyl window needs along with window replacement,  shower doors and enclosures, and mirrors. They approached us to find a new, efficient way to manage their customer service processes. 


In order to achieve this, our team implemented the following tasks:

  • Our team configured over 14 forms. 
  • Facilitate storing of Employee File which will be Password protected. 
  • Configured Email Templates with Alerts and Notifications.
  • Setup Lightning Scheduler.
  • Sync of Objects and fields and their information from Salesforce to QBO.


  1. Streamline and optimize its customer service process. 
  2. Drive staff productivity through automation.
  3. Improve customer experience.

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