Licensing and royalties
Custom Salesforce records and workflows supported licensing relationships and royalty-related operations.
PROJECT / NON-PROFIT
Connect licensing, commerce and foundation operations.
Growbiz built Salesforce workflows and role-based portals for a foundation managing licensing, merchandise and other revenue activities.
01 / GROWBIZ SOLUTIONS
The work behind the requirement.
Licensing, royalties and merchandise involved different participants and different records. The foundation needed a connected operating platform with appropriate access for the people using each part.
02 / GROWBIZ SOLUTIONS
What we built.
Participant portals
Experience Cloud sites provided distinct access for participants such as licensees and buyers.
Connected commerce
Integrations linked Salesforce with accounting, commerce and payment services for the wider revenue workflow.
03 / GROWBIZ SOLUTIONS
How the pieces connect.
The implementation included Salesforce, Experience Cloud, QuickBooks, Shopify and Square. Role-based access supported different participants while integrations connected the foundation’s commercial records and revenue workflows.
04 / GROWBIZ SOLUTIONS
Start with the handoff that causes the most work.
Show us where information is re-entered, what your team waits for and which systems must stay. We can then discuss an approach and the information needed for an estimate.