Key Results achieved
Starting on the path of automation
Vendemus deals with bulk orders on a daily basis. Thus, invoice creation, being done manually, took a toll on the employees. Most of the time the accounting department was dedicated to creating invoices manually and adding customers to the accounting app.
What did Vendemus needed help with?
Vendemus needed help with automating the process of draft invoice creation in e-conomic.
How did we approach it?
Our SaaS experts deeply analysed their business requirements before making the integration. The approach involved integration of Pipedrive and e-conomic. Here, Pipedrive was the trigger app. When the customer field was put to yes, the draft invoice was created. The automation retrieved the customer details from Pipedrive and creates the draft invoice in the e-conomic app. The CVR number was used to search for customers in e-conomic. If the customer was missing, then a new customer was created in e-conomic using the organisation data. If the CVR number was missing, an automated email was sent to the client for further updates. Pipeline name was used to find the product in e-conomic. If the product was missing, then a product was created using the pipeline name as the product name. The client was also able to find or update the record in Google sheets by using the custom fields in the deal.
Automations delivered - SaaS apps that helped Vendemus grow:
Pipedrive - Pipedrive was used to create deals and based on the deal stage further action was performed.
e-conomic - The accounting app was integrated to generate invoices and automate invoicing.
Why Cloudify became the best fit for Vendemus?
Partnerships: Official e-conomic partner + Elite partner of Pipedrive
Automation experts: Unique team of automation experts who not only help implement apps but also integrate and make the related automation.
Your ultimate process consultants - Cloudify helps businesses grow as a whole, manage their processes better, boost sales and increase revenue with smarter workflows and intelligent processes.
Our offerings: Digital analysis, SaaS implementation, and Automation
Marketplace by Cloudify: We have our own Marketplace with listed apps with predefined workflows.
Customisations: We offer customised solutions for simple and complex business automation that best fits your business needs.
Lighthouse by Cloudify: Your process monitoring tool and a unified platform that gives you a bird's eye view of the whole automation process.
Vendemus offers advertising sales and was established in 2012.
Products and services
Online and print media advertising