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Live Group Reduces Time to Invoice by 71% with Azuqua

What they built:

When new projects are added to Salesforce, Azuqua syncs the information to the calendar in Smartsheet.

Azuqua populates a list of all active projects in Smartsheet where project managers enter hours worked, which is then updated back in Salesforce

Key benefits of this workflow:

  • Azuqua enables Salesforce to relay data to a shared-access Smartsheet immediately, and a simple check box in Salesforce is all it takes for information to be transferred to Smartsheet via Azuqua.
  • Information from Salesforce can easily be overlaid against calendars in Smartsheet now that Azuqua syncs information between the two SaaS apps.
  • With the Azuqua connectors in place, project managers now enter hours worked on each project into Smartsheet, which Azuqua then transmits to Salesforce.

“The primary driver for us was time. When I first began experimenting with Azuqua, I couldn’t believe how quickly and how easily you can get primitive Flos working accurately between the two systems.”

 

— Ronan Williams, Senior Business Systems Analyst at Live Group

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