Security Solutions Company Transforms Operations with Salesforce Field Service and QuickBooks Integration

Introduction

GTBM, a New Jersey-based security solutions company serving the law enforcement industry, partnered with Rithom to revolutionize their operational workflow through the implementation of Salesforce Field Service. This strategic initiative aimed to transition from their existing dESCO system to a more customizable solution, ensuring precise financial data within their Customer 360° framework and optimizing operations for scalable growth.

The Challenge

As GTBM expanded, they faced several challenges:

  • Inefficiencies with dESCO: The existing system could not meet their growing needs for customization and scalability.
  • Financial Data Precision: They required more precise financial data within their Customer 360° framework.
  • Operational Bottlenecks: Increasing automation was necessary to alleviate bottlenecks and streamline processes.
  • Positioning for Growth: They needed a data-driven solution to support and facilitate future growth.
The Solution

Rithom provided a comprehensive solution by implementing Salesforce Service Cloud and Salesforce Field Service, coupled with custom-built processes tailored to GTBM's specific needs. The key components of the solution included:

  • Salesforce Field Service Implementation: Optimized field service management for improved efficiency.
  • Custom Quoting Processes: Built using State Contracts to ensure accurate and compliant quotes.
  • Tailored Inventory Tracking System: For both serialized and non-serialized products, incorporating barcode reader technology.
  • Work Order Management: Seamless handling of work orders, purchase orders, and invoicing.
  • QuickBooks Integration: Extensive integration with GTBM's ERP to streamline financial operations.

Key Features

  • Permissions and Security Restrictions: Ensuring user access is appropriately managed.
  • Custom Document Generation: Sophisticated quote and invoice presentation tailored to GTBM's needs.
  • Barcode Inventory Tracking: Enhanced tracking of both serialized and non-serialized products.
  • Real-Time Work Order Visibility: Improved oversight of work order progress and status.
  • Cost Capturing and ROI Measurement: Capturing labor and equipment costs at the work order level to measure ROI effectively.
Results

The implementation of Salesforce Field Service and QuickBooks integration by Rithom resulted in significant improvements for GTBM:

  • Enhanced Efficiency: Automation and custom-built processes drove efficiency across the organization.
  • Improved Inventory Management: Real-time tracking and management of inventory using barcode technology.
  • Better Financial Oversight: Precise financial data and comprehensive integration with QuickBooks improved financial operations.
  • Scalable Growth: The data-driven solution positioned GTBM for future growth and scalability.

“The Rithom team brought an impressive depth of knowledge and the talent needed to help us realize our objectives.”

Salesforce Field Service
Timesheet Entry

Inventory Tracking
Contract Management

QuickBooks Integration

About Rithom

Established in 2013, Rithom is dedicated to creating, educating, and optimizing IT and marketing solutions to help businesses reach their full potential. We provide value through affordable growth strategies and are committed to sustaining the highest quality standards in technology implementations. Whether serving as an extension of your team or handling all your IT and marketing needs, Rithom is here to support your business's success.

300+
sales cloud implementations
41+
salesforce certifications
45,000+
project hours

Salesforce Certifications

  • Sales Cloud CRM
  • CPQ
  • Service Cloud
  • Field Service
  • Pardot
  • Marketing Cloud

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