Case Studies

Team Engineering Consolidating Applications WIth Snapforce

Challenges
  • Integrating existing suite of docx formatted company templates, to simplify and streamline the contractual closing process for new deals
  • Desktop style document management from any record within CRM
  • Integrate existing account software allowing for automatic syncing between it and CRM
Solution
  • Snapforce Engineers integrate directly with Microsoft Word/Excel
  • Extend existing document management functionality within file log's of individual records
  • Configure Snapforce's existing Quickbooks Desktop integration to provide full sync communication between both platforms
Results
  • Easy 1-click creation of Team Engineering templates, auto-populating document with existing data, saving a finished .Docx formatted template within the record's file log
  • Simple yet powerful document management functionality available within any record, providing Team Engineering users a familiar desktop style user interface for managing customer files
  • Closed deals automatically appear within Quickbooks; price quotes, sales orders, invoices. Eliminating redundent work for the billing department while keeping all vital customer and order information current between systems
The Licensed Professional Engineers (P.E.), Architects and Home Inspectors (H.I.) at Team Engineering solve problems by bringing you decades of expertise in building inspection and design. John Turner, Professional Engineer (P.E.), realized a boyhood dream in 1993 when he opened the New Hampshire office of the nations leading provider of building-related engineering services. For the better part of two decades, John Turner & his team provided quality Engineered Building Inspection & Design services for residential, condominium and commercial clients for most of New Hampshire and parts of Massachusetts.