73% of cloud-enabled companies say their executive team is leading the business in a digital transformation, and cloud migration is the top-ranked priority for IT leaders surveyed in the Salesforce State of IT report. Apps can help improve business outcomes for all areas, from sales, to service, to accounting, to IT, and more. They provide more visibility, save time, and make the employee and customer experience better.
In the latest ebook, Six Customer Stories Proving Apps are for Everyone, we talk to six AppExchange customers about the biggest benefits they’ve received from apps helping them connect their front and back offices.
FineMark National Trust & Bank uses Conga Composer to for document generation. “Conga Composer transformed how we do documents,” said Kimberly Wargo, Associate Vice President and Salesforce Administrator at Finemark. Associate at the bank can click a button and get a size 10 envelope with everything already preformatted, or generate a standard welcome letter with a new client’s information already populated. Composer also eliminates the risk of errors due to transposing a name or missing a zero on a document.
With Kenandy Cloud ERP, Primus Power delivers live data of its sourcing process, plus full traceability of orders. It knows who has ordered and at what price, with that information living right beside the order history. “I can’t imagine us doing what we have done and what we are currently doing without Kenandy,” said Mark Collins, VP of Operations at Primus Power.
According to Matthew Farruggio, VP of CQ Infused Beverages, Accounting Seed provides a single source of truth for the entire team. “Accounting Seed pretty much runs our entire business. It brings our whole business together and everybody on the same page. I love it,” Farruggio said. Because subscriptions are tied to product shipments, CQ Infused Beverages can run projections on how much of a given product it will need based on the contracts it signed over a given time period.
FinancialForce Accounting has helped Windward Consulting Group reach its goal of moving from spreadsheets to the cloud. According to Sean Mcdermott, President and CEO at Windward, the company has eliminated Excel spreadsheets and pivot tables for 40-50 projects per week. “I can’t remember the last time we actually created an Excel spreadsheet, which is good because we have a ‘no Excel’ mantra right now,” McDermott said.
American Express Global Business Travel needed to move onto its own systems after becoming a joint venture of American Express. To do so quickly, they tapped Dell Boomi to help connect cloud platforms to better exchange information. For instance, the company needed to move HR data into Salesforce, Coupa, NetSuite, and others, and used Dell Boomi to centrally manage those integrations. “With Dell Boomi, we’ve been able to accomplish everything we set out to do,” said Prasant Panicker, Engineering Director of GBT Enterprise Architecture and Engineering.
It used to take Intuit’s customer service agents 59 clicks and over five minutes to place a single order. But by using Skuid, Intuit reduced the number of clicks needed to place an order by 84%, and allowed agents to use just one tool, instead of four. “ As the engineers and users started working with Skuid more and more, the use cases have fueled our expansion of the tool,” said Amanda Joslin, Group Manager of Product Management at Intuit.
Download the ebook for the full stories of these customers using AppExchange apps to connect the front and back office.