Consolidation of systems to deliver a refined practice management solution with Sales Cloud.
Interactive Accounting required a solution to support them through their growth and simplify operations throughout the organisation.
Interactive Accounting engaged Argo Logic to implement a solution, which included replacing five systems with Salesforce. This consolidation has simplified the company’s IT environment, leading to fewer breakdowns of systems and processes and enabling greater automation. It has also unified teams around one source of truth for practice management.
Onboarding workflows powered by Sales Cloud include automated task creation and prompting for internal users, identity checks are faciliated through CAS 360 which is integrated with Salesforce to streamline compliance. Monthly task management is automated and managed through Salesforce, allowing Interactive to ensure customer service is front and centre as they continue to grow and scale.
You can read more about the Interactive Accounting story in depth at Salesforce.com