TimelineIQ offers solution for integrating Basecamp with Salesforce
Sync Basecamp records directly into Salesforce. One way sync from Basecamp to Salesforce allows you to bring Basecamp To-Do Lists and Tasks into Salesforce and have a single view of all of your clients (accounts) activities into Salesforce.
It is now easier to visualize and track Basecamp To-Do Lists directly into Salesforce and within account records.
TimelineIQ offers "Private" package and directly installed from AppExchange. BSIQ, a Salesforce application for integrating Basecamp with Salesforce.
Use Case : NYC based Technology Start-up company syncing Basecamp “To Do List” and “Tasks” into Salesforce
Timeline IQ has helped NYC based technology startup company by offering custom integration solution for Salesforce and Basecamp. Solution brought the capability of syncing Basecamp To Do List and Tasks directly into Salesforce and on clients (accounts) record.
Benefits of Basecamp Salesforce Integration
-Single view of Clients and Project Tracking Information
-Improved Productivity
-Enabled Reporting capability that allows analytical view of Basecamp Activities
About TimelineIQ
TimelineIQ is dedicated to building innovative applications for the Salesforce CRM users. Timeline IQ offers Salesforce revenue analytics by leveraging Salesforce.com data of any size and bringing an analytic experience that is both fast and agile for the Salesforce users.
2. Timeline IQ offers solution for integrating Basecamp and Salesforce
Sync Basecamp records directly into Salesforce. One way sync from Basecamp to Salesforce allows you
to bring Basecamp To-Do Lists and Tasks Summary into Salesforce and have a single view of all of your
clients activities into Salesforce.
It is now easier to visualize and track Basecamp To-Do Lists directly into Salesforce and within Account
or Opportunity or any custom object record.
A Salesforce application for integrating Basecamp and Salesforce
3. Use Case : Customer Success Team at NYC Startup firm has now more visibility of
clients activities into Salesforce
Timeline IQ has helped NYC based technology startup company by offering custom integration
solution for Salesforce and Basecamp. Solution brought the capability of syncing Basecamp To Do List
and Tasks Summary directly into Salesforce and within Opportunity records.
Salesforce Application : Client uses Salesforce for tracking leads, opportunities, and clients related
information. All clients information are stored into Salesforce by leveraging Accounts functionality.
Salesforce is the main CRM app and there are more than 100 active users of Salesforce.
Basecamp : Client uses Basecamp for Project Management and tracking implementation progress.
Project gets started once a company signs an agreement with NYC Startup company and opportunity is
closed. Goal of having project into Basecamp is tracking implementation progress through various To
Do Lists and Tasks. Basecamp is main project/tasks management app and more than 50 users of our
clients uses on day to day basis.
Solution : Timeline IQ built and installed application called Bsync Pro. Application provides seamless
integration of Basecamp To Do List and Tasks Summary and bring them into Salesforce and within
opportunity record. All Basecamp updates are brought into Salesforce once a day (Overnight). In
addition, our client has now more visibility into what’s happening into Basecamp.
Benefits
- Single view of clients activities into Salesforce
- Simplified project tracking Information
- Improved productivity
- Reporting on Salesforce & Basecamp data
5. Custom Solution
Timeline IQ also offers custom solution for integrating Basecamp and Salesforce.
Do you have any specific needs for integrating Basecamp and Salesforce? Let us help you out. As we
have standard solution available for one way sync from Basecamp to Salesforce, we could also tailor
any custom solution based on your needs. We could help you out for....
Tailoring Custom Solution for Integrating Basecamp and Salesforce
Enabling two ways sync for Basecamp and Salesforce
Building custom analytical solution for Basecamp and Salesforce Data for reporting purpose