UBM Americas Streamlines Project Management with QuickBase Using Built-in Salesforce Integration
UBM Americas Streamlines Project Management with QuickBase Using Built-in Salesforce Integration
3 Pages1 UBM • UBM Americas needed to get its CRM system (Salesforce) and client services project management system (QuickBase) working together more closely. With more than 80 new projects per month, retyping data from Salesforce into QuickBase required significant manual entry and opened the door to human error. The release of QuickBase Sync — a built-in QuickBase feature enabling no-code integration with several top cloud apps — gave UBM America
