Business Problem

• Manage costs and revenue potential for professional service engagements
• Eliminate manual data entry between Salesforce and QuickArrow applications
• Backup Salesforce data nightly to Oracle data warehouse

Competing Technologies

• Custom Code solution not scalable

Solution

• Account and late stage opportunities launch workflow into QuickArrow
• Deals completed in QuickArrow are fed back into Salesforce opportunities and dashboards

Results

• ProServe has greater sales cycle visibility
• Support managers have aggregated cost information associated with accounts
• Manual data errors eliminated
• Additional Cast Iron projects scheduled
• License management integration
• Entitlement application integration