[Case Study]

Integrated Zuora and FinancialForce Using Boomi

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The customer is a leading IT solutions provider and was using Intacct for creating product billings and the invoices were managed in Salesforce.

However, their Salesforce instance wasn’t flexible enough to manage their billing requirements and operations. So, they decided to move to Zuora and leverage the standard Zuora connector to integrate Zuora and Intacct.

They wanted to integrate Zuora and FinancialForce using Dell Boomi while keeping the integration with Intacct as-is. Also, they wanted guidance configuring certain workflows in Zuora and enabling certain outside-the-box Zuora functionalities.

Download this case study to learn how we helped the customer to:

  • Successfully Integrated Zuora and FinancialForce
  • Improved Billing Management in Zuora
  • Accurate Mapping for Error-Free Invoices
  • Provided Development and UAT Support

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Highlights

  • kpi-nps-icon 20 Percent Point Increase
    in NPS
  • kpi-manager-collaboration Improved Partner-Channel
    Manager Collaboration
  • kpi-channel-managers Better Performance Visibility
    to Channel Managers

We not only provided effective solutions for the above-mentioned roadblocks but also ensured high quality customized integration to enable smoother flow of records data.

This case study elucidates the steps we followed. If your company is planning to initiate Salesforce to Salesforce Integration, then this case study will offer immense value.

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