Let’s dig into the details

of what we do.
Our competitors are mostly selling “tools” that take time and expertise to achieve value. We provide solutions across all areas of your business – Sales, Marketing, Customer Support, HR, and Finance.
Business Development
Description
- Seamlessly synchronize Contacts, Accounts, Orders and Project across CRM and ERP
- Automate conversion of sold Opportunities to Orders and Projects
- Sales and Marketing Automation for Nurturing Campaigns, Contract Renewals, Upselling
Value
- Reduce Sales and Finance Team data entry by up to 40%
- Improve data quality for MLQ, Opportunities, Sales Orders and Projects
- Virtually eliminate reconciliation to get invoices out the door more quickly
Description
- Alert sales and account reps about upcoming Customer touchpoints via messaging / email
- Natural language query quickly pulls relevant prospect and customer information
- Present specific customer query results in text, tabular or graphical formats
Value
- Reduce Sales and Finance Team data entry by up to 40%
- Improve the quality of the conversations you are having with customers because you have a more complete picture of what is happening within their business.
- Improve customer experience with proactive engagement and useful solutions
Description
- Keep campaign audience information up to date with sales and marketing master data synch
- Manage lead scoring and business rules driven follow up seamlessly
- Automate Lead to Close integration through event driven data synch
Value
- Virtually eliminate ongoing manual data cleansing and enrichment
- Campaign to Close process becomes transparent and measurable
Description
- Synchronize Customers, Products, and Orders from your eCommerce platform to your various sales, marketing, and financial systems
- Trigger workflows and follow ups for things like abandoned carts or last items purchased
Value
- Real time access to orders online inside of your sales and financial systems
- Sales and marketing teams can make better decisions and have more targeted customer conversations based on online activity
Description
- Associate Accounts in Salesforce to Microsoft Teams and Channels for Account Management and planning purposes.
- Synchronize files between Salesforce and Teams
- Search for files stored in Teams from within Salesforce
Value
- Improve the user experience and increase the value your Salesforce and Microsoft Teams investments
Back Office
Description
- Manage multiple payment methods and recurring billing securely across Payload and ERP
- Keep Customers, Invoices, Payments, Credits and Refunds in synch across platforms
- Completely automate billing and receipt by triggering payment on the due date of an invoice
Value
- Never leave the ERP system when leveraging a payment solution like Payload
- Eliminate costly mistakes or “dropped balls” that occur during manual billing activities
- Reduce transaction processing fees by up to 30% with Payload
Description
- Keep all address and contact information in synch along the Order to Cash process
- Synchronize Invoice details created in your ERP to other systems such as your CRM
- Send alerts to sales reps, account managers and finance when invoices go out, or AR aging requires attention
Value
- Invoices are sent out in a timely manner to the correct places with less effort by the Finance team
- Invoice information is easily accessible across multiple groups in your organization
Description
- Synchronize newly onboarded employees across all relevant systems
- Send alerts for things that change in the onboarding process like the Employee Start Date
- Trigger IT support tickets to be created for new laptops and accounts to be created
Value
- Less manual effort and coordination to Onboard a new Employee.
- Better experience for the newly onboarded Employee to have the access they need to hit the ground running
Description
- Automatically deactivate and revoke access to Employees as they leave the company
- Trigger alerts for any exceptions or issues that occur in the process
Value
- Mitigate risk associated with terminated employees having access to sensitive data through access control automation
- Less manual effort and coordination to terminate an Employee
Description
- Synchronize Time and Expense data captured in Project Management systems back into Payroll
- Generate Payroll Journal Entries in your ERP based on Payroll data
- Generate Commission Payments based on Sales data
Value
- Eliminate manual time spent by your Payroll team reconciling hours by as much as 50%
- Accurate accounting on Payroll Expenses
Description
- Synchronize Customer, Product, Supplier master data between your ERP and Warehouse Management System
- Synchronize Sales Orders between your ERP and Warehouse Management System throughout the fulfillment process
Value
- Warehouse personnel are aware in real time of new orders that need to be fulfilled
- Less mistakes are made in fulfilling Orders
Project Management
Description
- Closing an opportunity as ”won” in CRM automatically generates project and accounting structure in ERP / PMO systems
- Seamlessly generate Customer Account, Project WBS, Resource Bookings, and Billing Rules
Value
- Transferring of project setup and staffing information captured in the sales process increases data quality and reduces manual effort for project coordinators and invoicing teams.
- Real time synchronization of resources proposed and booked increases the accuracy and value of your staffing forecasts
- Often the handoff between sales and finance/operations is delayed or imperfect because these groups have different needs. Central streamlines the process of making sure everything ties out from the lead all the way through to invoicing
Description
- Trigger project close tasks as people roll off of projects. Things like upload any reusable deliverables, update your resume and skills information, provide feedback on the project.
- Eliminate the problem of orphaned project records through automation.
- Ensure important legal and project documentation is associated with accounts, projects and post mortem activities.
- Establish and reinforce project governance principles as projects come to completion.
Value
- Accurate and relevant content provided at project close can be used to support sales and delivery of future projects.
- Automation simplifies the administration of properly bringing projects to closure by up to 50%.
- This capability institutes time entry, expense and accounting controls that help ensure people are updating only active projects, virtually eliminating reconciliation activities.
Description
- Streamlined time entry experience triggered and completed all inside of the Central Project Assistant for Microsoft Teams
- Query existing timesheets to check hours entered and current utilization percentages
Value
- Drives daily time entry which increases accuracy of your project budget and eliminates errors that could eventually be invoiced
- Time savings for project teams to enter time in just a few seconds each day all within Microsoft Teams
