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Allow easy tracking of quoting process using Standard Salesforce Opportunities
Maximise the utilisation of standard Salesforce Objects, which allows for continual benefits from Salesforce upgrades
Allow clear tracking of the consumption of funding per client per NDIA Funding Bucket
Streamline of process to create, download, and update payment claims to the NDIS
NDIS Terminology | Salesforce Name |
Bucket Funding | Funding Bucket |
Service | Product |
Quote | Opportunity |
Approved Funding | Contract |
Instance of Service | Order |
ProntoCare is designed and engineered to work within the Salesforce environment, therefore the end user needs to acquire an understanding of Salesforce in addition to ProntoCare. If you are new to Salesforce, we recommend visiting The Salesforce Environment section of our knowledge base.