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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.

Discuss a similar workflow

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.

Illustrative photograph of a licensing agreement
Illustrative photograph

What we built.

Licensing and royalties

Custom Salesforce records and workflows supported licensing relationships and royalty-related operations.

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.

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.

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.

Talk through your process

LET’S TALK ABOUT YOUR WORKFLOW

Bring one process you want to improve.

In a 30-minute discovery call, we will walk through the problem, the systems involved and what a useful result looks like. Then we agree the next step toward a scoped approach and estimate.

Book a discovery call

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