Challenge
The main reason we selected Skyvia was to improve forecasting, targeting, and transparency. With all the donor data in Salesforce, we could leverage analytics to see which donors were underperforming."
One of the key challenges in managing customer relationships is ensuring that all relevant teams — Accounts Receivable (AR), Sales, Marketing, and Customer Service — have access to the correct contact data. Often, the individuals handling invoices and payments are unknown to the Sales, Marketing, and Service teams, leading to communication gaps and inefficiencies.
For instance, when a payment issue arises, or a credit needs to be applied, the Sales or Service teams lack direct access to the appropriate billing contacts, delaying resolutions. Similarly, when Marketing sends out annual appreciation emails or discount offers, they may miss potential recipients simply because the billing contacts were never identified as individual records in Salesforce. This lack of structured contact information prevents teams from effectively leveraging billing data for outreach, follow-ups, and customer engagement. To sum up, it is about:
- Bringing the data all to a single system for reporting, targeting, and engagement.
- How to handle data duplications while preserving historical transactions.
To bridge this gap, the company needed a solution to automatically extract and transform data from two different QuickBooks Online orgs, PayPal and Stripe payments, into structured Salesforce records, ensuring that all departments could access and utilize this critical information efficiently.
