CASE STUDY
Gowing Advisory
Gowing Advisory, a pioneering firm in cloud accounting technologies.
CLIENT
Gowing Advisory
INDUSTRY
Accounting
SIZE
10+
HEADQUARTERS
Muswellbrook, New South Wales
TECHNOLOGIES
Salesforce Solutions
About the client
GowingAdvisory, a pioneering firm in cloud accounting technologies, specializing in services like Xero and MYOB, has consistently aimed to elevate operational efficiency and client engagement. Seeking to further enhance its capabilities, the firm enlisted the expertise of Proweb Technologies, a distinguished Salesforce implementation partner.
Problem
- GowingAdvisory identified the need to centralize communication, monitor progress seamlessly across distinct phases (Engagement, Mobilization, Completion), and refine workflows for more effective client management.
Solution
- Proweb Technologies collaborated closely with GowingAdvisory to implement a tailored Salesforce solution aligned with the firm’s SAPEP (Engagement, Mobilization, Completion) process. The solution focused on automating and tracking key activities in each phase. This included capturing engagement meeting details, facilitating data capture, automating engagement letter issuance, and integrating external software for client data entry during the Mobilization phase. Notably, Salesforce automated the transfer of documents to the How Now Document Management System in the Completion phase.
Results
Engagement Mastery
Enhanced Tracking Capability
Improved Client Interactions
Scalable solutions reduced costs
