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Modernistic Case Study

Modernistic was looking to streamline their business processes by integrating their Salesforce CRM with their financial system. They were previously using Microsoft Dynamics GP and QuickBooks, which required duplicative data entry between the two systems. Sage Intacct provided out-of-the-box integration with Salesforce, allowing work orders and customer data to flow automatically between the two systems. This eliminated manual data entry and gave technicians visibility into customer accounts. It is estimated the integration will save Modernistic approximately 45% through reduced labor costs and eliminated IT expenses.

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211 views

Modernistic Case Study

Modernistic was looking to streamline their business processes by integrating their Salesforce CRM with their financial system. They were previously using Microsoft Dynamics GP and QuickBooks, which required duplicative data entry between the two systems. Sage Intacct provided out-of-the-box integration with Salesforce, allowing work orders and customer data to flow automatically between the two systems. This eliminated manual data entry and gave technicians visibility into customer accounts. It is estimated the integration will save Modernistic approximately 45% through reduced labor costs and eliminated IT expenses.

Uploaded by

greg
Copyright
© © All Rights Reserved
We take content rights seriously. If you suspect this is your content, claim it here.
Available Formats
Download as PDF, TXT or read online on Scribd
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Case Study - Modernistic

Summary A Classic Disconnect


Previous Solution: Modernistic has been the #1 trusted choice for cleaning & restoration
• Microsoft services in Michigan for over 46 years. Best known for outstanding customer
Dynamics GP and service, Modernistic has been setting the industry standard for quality and
QuickBooks professionalism. They are experts in residential and commercial carpet and air
duct cleaning, water damage and other restoration services, but there was one
Results with Sage Intacct: mess that needed cleaning more than the others.
• Salesforce Integration Modernistic runs their business through Salesforce which is heavily customized
• Work Order to help produce work orders for all of their field technicians. These work orders
show the techs where they need to go and what they need to do once they are
Streamlining there. Then those work orders were manually keyed in to the system as an
• High-Level Visibility invoice when the work is complete, and then entered as a receipt when they are
paid. This work was then doubled when you factor in Modernistic’s west coast
Estimated Savings: location that runs as a different entity. The roadblock was the lack of Salesforce
• Potential 45% return on integration with Dynamics GP and QuickBooks.
investment The field techs had little to no visibility into their customer accounts. This caused
• One part-time employee a ton of back and forth calls to accounting to verify who was paid up and whether
work at that location should continue. The manual entry of invoices and receipts
• 2 days closing time
also left a lot of room for bad entries and errors. Couple that with an outdated
on-premises system that would be expensive to upgrade with hours of migration.
It only made sense that Modernistic started looking into solutions that could run
with Salesforce instead of against it.

Cleaning up the Mess


Sage Intacct stunned Modernistic with its out-of-the-box integration to
Salesforce.com, making it a no-brainer choice to replace Dynamics GP and
QuickBooks. Now when customers are added in Salesforce CRM they show up
automatically inside of Sage Intacct. This saves a ton of time wasted on manual
entry and reduces the risk of errors. Through the Alta Vista integration process,
Modernistic was able to give visibility of the work orders that run their business to
the people who need them most.
The process of having multiple entities was also made much simpler with Sage
Intacct. Now Modernistic can share it’s master record between locations instead
of having to maintain two separate instances of the same record.

altavistatech.com | 855.913.3228
Perhaps the biggest gain was for the field techs and Man-hours are saved by techs who no longer have
the office accountants. Remember those back and to make calls to check on customer accounts and by
forth phone calls to check on customer accounts? the accountants who would normally field those calls.
With the new integration the technicians in the field The connection of the back and front office further
now have instant access and visibility into their reduces the chance for human error and mitigates
customer accounts. This allows them to make sure possible internal conflict.
the customers are up to date before performing any
They also ditch the need for disaster recovery, costly
work the their location. The unification of back and
hardware upgrades, year-round IT, data back up
front office was a needed solution that was welcomed
services, and hours sunk into support. Modernistic is
with open arms.
now fully supported by two connected systems which
All in all, with the integration between Salesforce provides a seamless experience to the end user.
and Sage Intacct, Modernistic was able to save time,
After all is said and done, it is estimated that
money, and hassle across both of their locations. But
what does their return actually look like? Modernistic will see ~45% savings on their ERP
system and support by taking their accounting to the
cloud with Sage Intacct. This estimate is based on...
Functionality with Savings • Time saved closing the books
Modernistic benefits from a natural Salesforce • Man hours saved from part-time employee
integration saving time by eliminating a bulk of their • No IT support required
manual entry and double-work between the two • No upgrade costs
locations. They predict that this will save them one
• No hardware costs
part-time employee worth of work.
• No disaster recovery needed

Modernistic is family owned and operated. For over 40 years,


they have been dedicated to restoring the health of homes
and businesses across Michigan, and most importantly, to
delighting their customers, with their award-winning service,
start to finish!

altavistatech.com | 855.913.3228

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