Crunch Accounting Use Messaging
1st August 2011
"We deliver a Cloud based solution and use Salesforce.com in the Cloud as our customer relationship and business processing solution. It was important for us to be able to communicate quickly and flexibly with our customers and prospects without having to leave our Salesforce.com environment. The Wirefast Messaging solution is perfect for this.
We have started by using the system to confirm the details of meeting and calls that we have scheduled with contacts, but fully expect that it will be used throughout the company for many other purposes, such as support and account management, automated payment receipt notification and even mass marketing or notifications."
Darren Fell, Managing Director for Crunch
They created an online system that automates much of the accounting process for small businesses, and they also deliver help and advice from expert accountants on the end of a phone.
Crunch continues to transform the previously grey and stuffy world of accounting, proving that the industry need't be time-consuming and expensive. Rather, it could - and should - be quick and cost-effective.
The Wirefast Messaging Service has been integrated with the Force.com platform to ensure that all communications to and from contacts and customers are processed quickly and linked to the appropriate records in Salesforce.com. They have a series of easily customizable templates in Salesforce.com which are specific to the particular transaction type. These are sent to the contact when a meeting is set up or amended in Salesforce.com.
We have started by using the system to confirm the details of meeting and calls that we have scheduled with contacts, but fully expect that it will be used throughout the company for many other purposes, such as support and account management, automated payment receipt notification and even mass marketing or notifications."
Darren Fell, Managing Director for Crunch
About Crunch
Crunch is the result of an unstoppable passion to provide the whole solution to the accounting needs of small businesses. A combination of entrepreneurial, accountancy and internet savvy minds has given a whole new approach to accounting. The customer is now at the centre, surrounded by an online system like no other with experts who make sure every question is answered.They created an online system that automates much of the accounting process for small businesses, and they also deliver help and advice from expert accountants on the end of a phone.
Crunch continues to transform the previously grey and stuffy world of accounting, proving that the industry need't be time-consuming and expensive. Rather, it could - and should - be quick and cost-effective.
Details of Their Solution
- Automated card payment receipt template sending via email or SMS
- Automated DD failure notification template sending via email, SMS or letter
- Ad hoc message delivery
- Full integration with the Salesforce.com platform
The Wirefast Messaging Service has been integrated with the Force.com platform to ensure that all communications to and from contacts and customers are processed quickly and linked to the appropriate records in Salesforce.com. They have a series of easily customizable templates in Salesforce.com which are specific to the particular transaction type. These are sent to the contact when a meeting is set up or amended in Salesforce.com.