Solve It Stories - Accounting Seed

SOLVE IT STORIES TALES OF CUSTOMER SUCCESS FROM OUR PARTNERS Learn how Accounting Seed helped NetPlus Alliance integrate data into one consolidated view for more efficient decision-making. THE CHALLENGE NetPlus Alliance is a buying group that facilitates partnerships between distributors and manufacturers of industrial and contractor supplies. It relies on both engagement and financial data to gather a holistic view of its member base and make business decisions regarding partnerships, marketing and sales tactics, and budget. Prior to this information living in the same place, connecting the data together was a manual process that required multiple spreadsheets and endless hours spent matching financial data to each specific member account. This hindered NetPlus Alliance from spotting key opportunities for organic growth between its distributor and supplier members. It needed a way to automatically integrate its Business owners today need to external financial data with engagement data in Salesforce in order develop innovative processes to to make informed business decisions. maximize efficiency and cut costs. Salesforce and Accounting Seed THE OPPORTUNITY enable our team to embrace and Businesses often need a way to merge member manage the sales process, giving us data and sales information to make timely, strategic the ability to explore and evaluate business decisions. new opportunities for growth. HOW DO THEY ... Jennifer Murphy PRESIDENT, NETPLUS ALLIANCE · Consolidate multiple sources of data into one view? · View data in real time? · Ensure data is accessible to all relevant parties? Accounting Seed has allowed NetPlus Alliance to automatically combine engagement and financial data into one home. This enables the company to analyze the activities that drive member engagement and understand how these actions drive the growth of individual accounts and the organization as a whole.