Hex Engineers

Hex Engineers is an innovative engineering service provider that specializes in construction projects. Hex Engineers have completed multiple projects for the Hotel Industry, Government, and several restaurants among other businesses. Hex Engineers have been in business for over 20 years and are amongst the biggest engineering service providers in the West.

Challenges

Hex Engineers contacted Rolustech for a Salesforce Integration with QuickBooks. They were particularly interested in QuickBooks Online to manage their finances and payments in a more optimized fashion. Despite being on the Salesforce platform, they were still using QuickBooks Online to manage their payments. Shifting between two platforms is a cumbersome task and can lead to discrepancies, which is why what they needed was an integration between their Salesforce platform and their QuickBooks so that their processes could be consolidated in one place for more efficiency. 

Solution

Rolustech quickly put its Certified Salesforce Developers to work on creating an effective solution for Hex Engineers. Using the Quickbooks Online API, our Salesforce team integrated Quickbooks with Salesforce so that they could access and manage their Quickbooks tasks from within Salesforce. A single unified platform instead of two through which they could generate invoices from within their Salesforce platform.

Results

Hex Engineers were delighted with the quick process and seamless project delivery by Rolustech. The integration perfectly captured their needs and solved their operational problems. Rolustech continues to be in touch and are in the process of availing Rolustech’s Salesforce Services for a number of other projects.

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