Mapping success: Protect Your Boundaries' integration journey
Igor Krasnykh
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2 minute read
As businesses increasingly recognize the value of seamless integrations and streamlined operations, the demand for efficient technology solutions providers has never been greater.
Protect Your Boundaries (PYB) is a leading organization based in Canada specializing in land and boundary consulting. Facing the challenge of synchronizing data between their Magento eCommerce platform and Salesforce CRM, PYB sought a reliable partner to alleviate the burden on their development team while optimizing their operational efficiency. Through the strategic implementation of TechNWeb's Magento Salesforce integration solution, PYB embarked on a transformative journey aimed at enhancing their bottom line and elevating their customer experience.
The challenge
Protect Your Boundaries faced the challenge of synchronizing data between their Magento eCommerce platform and Salesforce CRM to streamline operations and gain real-time insights into customer interactions and orders. Despite considering building an in-house integration, PYB recognized the time-consuming nature of this approach and the potential challenges associated with ensuring its functionality and reliability. With thousands of records to sync and a need for centralized reporting without manual data entry, PYB sought a robust solution to address their integration needs while minimizing operational overhead.
"We were estimating a minimum of 40 hours just to get a version out the door. There's no way that in that first 40 hours, it would have worked the way that we needed it to work."
The solution
PYB opted for TechNWeb's Magento Salesforce integration solution, leveraging its advanced features and seamless integration capabilities. By choosing this integration, PYB gained access to a highly configurable and out-of-the-box solution tailored to their specific requirements. The integration not only automated data synchronization between Magento and Salesforce but also provided centralized reporting and streamlined workflows, eliminating the need for manual data entry and saving approximately 480 hours annually. TechNWeb's expertise and support ensured a smooth implementation process, empowering PYB to optimize their operations and enhance their revenue streams.
"The ability for our sales team and specifically for our CEO to do [a follow-up] the same day, sometimes within an hour — has turned into tens of thousands a year for sure."
The outcome
The partnership between TechNWeb and Protect Your Boundaries yielded significant outcomes:
- Thousands of records synced between Magento and Salesforce, enabling real-time access to customer data and orders.
- Centralized reporting without manual data entry, enhancing operational efficiency and accuracy.
- Approximately 480 hours of duplicated manual data entry are saved annually, allowing PYB to focus on strategic initiatives and revenue-generating activities.
- Expedient opportunity follow-up and dramatically improved response rates, leading to tens of thousands of dollars in extra revenue per year.
- Trust in the TechNWeb brand and solution, ensuring confidence and reliability in the integration process.
By leveraging TechNWeb's Magento Salesforce integration solution, PYB successfully streamlined their operations, elevated customer experience, and positioned themselves for sustained growth and success.
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