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WinklixIT Solution Simplified
Business Units
Winklix automated quote and invoice generation in Salesforce, improving accuracy and giving teams constant visibility of processing status.
Contact UsA services organisation created quotes and invoices manually from Salesforce data.
Errors were common, and teams could not easily see which invoices were pending, sent or paid:
The client chose Winklix as its Salesforce partner to design and deliver a better way of working.
Winklix delivered a Salesforce solution tailored to the services organisation's processes and goals.
Quotes generated automatically from opportunity products and pricing.
Invoices created from approved quotes or completed work.
Invoice status tracked from draft to paid.
Automatic alerts for approvals and overdue invoices.
The engagement delivered clear, practical results for the client:
Facing a similar challenge? Talk to Winklix about what we could build for you.
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