MoneyOak grows from a simple CRM to projects and invoicing in Salesforce
From prospect tracking to projects and invoices, one app
Key results
- One system sales, project management and invoicing in Salesforce
- Built in invoices created with PDF generation and sent through DocuSign Gen
- Integrated acquired talent business sales process in the same app
MoneyOak is very happy with the implementation done by Novera, who have build our heart of our customer-centricity platform. They were very helpful with the different requests and requirements we have put forward. I can highly recommend to work with this partner.
The client
MoneyOak is a Brussels consultancy. It helps companies finance innovation through grants, subsidies and tax incentives, and runs a talent acquisition business alongside.
The challenge
MoneyOak had outgrown HubSpot. The sales team needed a sturdier CRM to track prospects.
Then the ambition grew. Operations wanted to track projects. Finance wanted invoices from the same system. Later, a newly acquired talent acquisition company had to join the same sales setup.
What we did
Sales Cloud first. We set up Sales Cloud for the sales team and moved prospect tracking into it.
A project management app. Operations users got a complete app to run client projects in Salesforce.
Invoicing from the same place. Invoices are created in Salesforce, generated as PDF and sent through DocuSign Gen.
One sales app after an acquisition. We brought the sales process of the acquired talent acquisition company into the existing MoneyOak sales app.
The result
Sales, projects and invoicing now sit in one system. When the business grew through an acquisition, the platform grew with it instead of splitting in two.
