– Linda , Sales Executive – Machine Manitenance Company
Complete customization to support integration with MYOB AccountRights accounting software.
✓ Setup Partner Community
✓ Integration with MYOB
✓ Automate sync of Accounting Data
✓ Wave Analytics Reports
✓ Partner Performance Analysis
✓ Setup Targets for Partners
Client uses MYOB AccountingRight as the accounting software. All its partners have their individual AccountRight accounts wherein they record complete sales activity. Currently client uses excel spreadsheets exported from these partner accounts in-order to analyze individual partner performance and determine growth per quarter. The current approach is cumbersome, manual, prone to errors and is not standardized process.
Hence, the goal of the project is to connect with MYOB AccountRight using API’s and furnish analytics for client as well as partners.
The first task in hand was to create a complete design and functional flow.
Salesforce to utilize MYOBAccount Right API’s to extract data from individual partner accounts. A batch was scheduled to extract all the required information and fill into salesforce newly designed data model.
Developed design ensures client need of data security wherein partners cannot view each others data.
Salesforce Partner community developed which can give access to Partners to authorize and view wave analytics.
Partners wave dashboards gives them a summary of their performance vs overall performance of other partners. This is to give partners a sense of competition wherein they can compare their figures with average of how other stores are performing.
Client Management at any given point in time can view the performance of each partner, compare quarterwise figures to make crucial business decision using wave analytics.
Complete automation of extracting data from MYOB and generating reports saved lot of time and energy of client.
Automation ensures no manual activity or intervention hence ensuring complete accuracy of data and reports.
Benchmarking wave charts gave complete view of each partner to client management.