Cloud Creations Integrates QuickBooks for eLiquid Manufacturer

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LOS ANGELES, CA – Nov 20, 2017 – Launched in 2015, Charlie’s Chalk Dust has had quite a meteoric rise for an e-liquid company with a relatively short history. Charlie’s is also remarkable for the fact that the company offers a very large selection of flavors without ever losing the distinctiveness between one flavor and the next. In all they provide at least 19 flavors; however, one may encounter a little bit of trouble finding all of them in one place.

Charlie’s Chalk Dust reached out to Cloud Creations because they needed to: streamline their management processes; have the ability to take information from both business and customer accounts then be able to generate invoices from this information; and have a way to set-up reports and dashboards to enhance internal sales visibility. Cloud Creations began with the implementation of the Custom Object Fields: Leads, Accounts, Contacts, Campaigns, and Opportunities. With the creation of Custom Object Fields “Charlie’s” was able to customize: page layouts, list views, tab layouts, and look-up views, on their field view pages. Each custom field had as many as 20-40 default fields and 5-15 customizable fields that “Charlie’s” could use for page viewing implementation. Also, included in this process was a custom object “Invoice” button. So, custom fields such as “Leads” were equipped to provide “Charlie’s” with unique Salesforce user customization capabilities such: scoring leads based on 5 unique criteria, search layouts and filters, lead conversion mapping, and more, for example.  Just as well, customized “Campaign” fields also assisted “Charlie’s” in setting up campaigns to track marketing performance endeavors.

A product spreadsheet that “Charlie’s” had provided to Cloud Creations was also integrated into their Salesforce platform allowing them to establish 250 product categories, and for further product enhancement Cloud Creations set up two Price Books in Salesforce for “Charlie’s” as well. Similarly, using Salesforce Report Builder, 3 custom reports and one dashboard were created and integrated by Cloud Creations from a “desired reports” document provided to Cloud Creations by “Charlie’s.”

Cloud Creations used a single Visualforce page to create a PDF invoice template that was generated through a custom “invoice” button (as mentioned earlier). This was done using a DB Sync App that was synchronized to push information from Contacts, Accounts, Opportunities, and Product field views from Salesforce and then into QuickBooks, thereby, giving “Charlie’s” a more efficient way to manage accounts and customers.

Charlie’s Chalk Dust desired the ability to capture internal sales information through a faster and more efficient manner. Cloud Creations implemented a DB Sync Quickbooks integration that systematically and programmatically synchronized information from their customized Salesforce fields and buttons, and into a QuickBooks integration that filtered out the information that they were looking for.  With Cloud Creation’s innovative Salesforce practices “Charlie’s” had the technological sales software advantages that they had sought. To further ensure that “Charlie’s” understood how to use their new Salesforce software integrations Cloud Creations provided them with a “walk-through” where “Charlie’s” was given a review of: tabs, lists, objects, record creation, contacting Salesforce technical support, and creating reports and dashboards as a new user orientation.

Media Contact
Samantha Rogers
(800) 951-7651
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