Case Studies

Seamlessly Updating Decades Old Legacy Systems Into One Consolidated Quick System

Challenges
  • Convert legacy databases containing 2 decades of data, while maintaining all original associations
  • Convert company phone system using traditional analog phone lines to an integrated company-wide PBX fully integrated with CRM.
  • Remove redundency between the Sales Department and the Billing Department, keep all new orders in sync with both departments.
Solution
  • Implement Snapforce's standard data conversion and association programs
  • Replace standard analog phone lines and original telephony hardware, with Snapforce's Cloud PBX Phone System and Cisco IP Desk Phones
  • Configure Snapforce's existing Quickbooks Desktop integration
Results
  • Snapforce conversion tools combines with Snapforce Data Experts were able to complete all data conversions and associations in under 10 days.
  • Using Snapforce Ultimate Edition, Excal was provisioned their own Cloud PBX Phone System included with their Snapforce CRM system, all employees were setup with Cisco IP Desk Phones. The end result was a Cloud PBX completely embedded inside their CRM, auto logging each call in its corresponding record.
  • Integrated Snapforce CRM with Quickbooks Desktop, allowing for each new sales order to sync into Quickbooks automatically.
Excal Visual creates effective EH&S employee training materials for industry, business and government. EV training is aimed at the 'hands-on' people -- the operators, technicians, laborers, drivers and others who need to know and follow the best practices for safety, security and environmental protection in the course of their jobs. Our 'real world' and straightforward training programs have been used in thousands of facilities all over the country since 1993.