Overview
Uncover how HIC Global Solutions integrated Salesforce to streamline The Shull’s invoicing processes, enhance accuracy, and maximize fund flows for their Michigan-based Jewish services organization.
What You Need To Know
The Shull aimed to reduce manual effort in generating detailed invoices with line items and improve accuracy while tracking invoice status and payment collection.
Why It Matters
Efficient and accurate invoicing is crucial for service-based organizations like The Shull to maintain healthy cash flows and ensure timely payments from clients.
What HIC Did
Addressing the constraints of the time spent in creating invoices and the accuracy that manual entry brings to it, HIC built a custom invoicing system making creating invoices exceptionally easy with meticulous accuracy.
Overview
Uncover how HIC Global Solutions integrated Salesforce to streamline The Shull’s invoicing processes, enhance accuracy, and maximize fund flows for their Michigan-based Jewish services organization.
What You Need To Know
The Shull aimed to reduce manual effort in generating detailed invoices with line items and improve accuracy while tracking invoice status and payment collection.
Why It Matters
Efficient and accurate invoicing is crucial for service-based organizations like The Shull to maintain healthy cash flows and ensure timely payments from clients.
What HIC Did
Addressing the constraints of the time spent in creating invoices and the accuracy that manual entry brings to it, HIC built a custom invoicing system making creating invoices exceptionally easy with meticulous accuracy.
About Shull
The Shull is a Michigan-based Jewish Services Provider Company aimed at improving people’s lives. They needed to reduce the time their staff took to process their invoices and improve the accuracy of these invoices, along with a constant track of the status of their processing.
About Shull
The Shull is a Michigan-based Jewish Services Provider Company aimed at improving people’s lives. They needed to reduce the time their staff took to process their invoices and improve the accuracy of these invoices, along with a constant track of the status of their processing.
Challenges Faced
With a growing clientele, they faced challenges in their invoicing system, requiring a more efficient solution to create, manage, and process invoices accurately.
Inefficient Invoicing Process
Defining and creating detailed opportunities with multiple line items and quotes for each client was time-consuming
Poor Visibility into Invoice Status
Lack of a centralized tracking system for invoices from creation to payment
Delayed Payments and Cash Flow Issues
Challenges in maximizing fund flow due to funds tied up in unpaid invoices and missed payment deadlines due to a lack of automated reminders
Resource Constraints
With significant manual effort required by accounting staff for invoice generation, a lot of staff time went on repetitive, non-value-added tasks
Lack of Scalability
As operations grew, existing manual processes were not scalable to handle the increasing client base
Challenges Faced
With a growing clientele, they faced challenges in their invoicing system, requiring a more efficient solution to create, manage, and process invoices accurately.
Inefficient Invoicing Process
Defining and creating detailed opportunities with multiple line items and quotes for each client was time-consuming
Poor Visibility into Invoice Status
Lack of a centralized tracking system for invoices from creation to payment
Delayed Payments and Cash Flow Issues
Challenges in maximizing fund flow due to funds tied up in unpaid invoices and missed payment deadlines due to a lack of automated reminders
Resource Constraints
With significant manual effort required by accounting staff for invoice generation, a lot of staff time went on repetitive, non-value-added tasks
Lack of Scalability
As operations grew, existing manual processes were not scalable to handle the increasing client base
Challenges Faced
With a growing clientele, they faced challenges in their invoicing system, requiring a more efficient solution to create, manage, and process invoices accurately.
They were facing issues with
- Inefficient Invoicing Process
- Poor Visibility into Invoice Status
- Delayed Payments and Cash Flow Issues
- Resource Constraints
- Lack of Scalability
Defining and creating detailed opportunities with multiple line items and quotes for each client was time-consuming
Lack of a centralized tracking system for invoices from creation to payment
Challenges in maximizing fund flow due to funds tied up in unpaid invoices and missed payment deadlines due to a lack of automated reminders
With significant manual effort required by accounting staff for invoice generation, a lot of staff time went on repetitive, non-value-added tasks
As operations grew, existing manual processes were not scalable to handle the increasing client base
Solution Offered
HIC Global Solutions developed a custom CRM system ‘Rabbi Yudi Mann’ to address The Shull’s invoicing challenges:
Custom Invoicing System Development
Utilized Salesforce technologies (Apex, Javascript, Visualforce, and jQuery) to create a comprehensive invoicing solution.
Automated Invoice Generation
Created a system allowing administrators to generate detailed invoices with line items and quotes up to three times faster than before.
Invoice Tracking Tool Implementation
Implemented a tracking system to monitor each invoice’s status from creation to payment.
Automating Applicant Credence Through Time-Relevant Email Alert Workflows
Developed functionality to auto-generate invoices at the start of each month and send automated payment reminders to clients.
Solution Offered
HIC Global Solutions developed a custom CRM system ‘Rabbi Yudi Mann’ to address The Shull’s invoicing challenges:
Custom Invoicing System Development
Utilized Salesforce technologies (Apex, Javascript, Visualforce, and jQuery) to create a comprehensive invoicing solution.
Automated Invoice Generation
Created a system allowing administrators to generate detailed invoices with line items and quotes up to three times faster than before.
Invoice Tracking Tool Implementation
Implemented a tracking system to monitor each invoice’s status from creation to payment.
Automating Applicant Credence Through Time-Relevant Email Alert Workflows
Developed functionality to auto-generate invoices at the start of each month and send automated payment reminders to clients.
Solution Offered
HIC Global Solutions developed a custom CRM system ‘Rabbi Yudi Mann’ to address The Shull’s invoicing challenges:
The solutions which we offered to them
- Custom Invoicing System Development
- Automated Invoice Generation
- Invoice Tracking Tool Implementation
- Automating Applicant Credence Through Time-Relevant Email Alert Workflows
Utilized Salesforce technologies (Apex, Javascript, Visualforce, and jQuery) to create a comprehensive invoicing solution.
Created a system allowing administrators to generate detailed invoices with line items and quotes up to three times faster than before.
Implemented a tracking system to monitor each invoice’s status from creation to payment.
Developed functionality to auto-generate invoices at the start of each month and send automated payment reminders to clients.
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