From fragmented systems to a unified Salesforce-powered workflow

Uptive faced stalled integrations and disconnected tools after a merger. Teams were stuck repeating tasks across platforms. By linking Paperless Parts, Salesforce and QuickBooks into one system, Algoworks turned a year-long struggle into a solution delivered in six weeks.

6
Weeks end-to-end integration delivered 
3
systems unified: Paperless Parts, Salesforce, QuickBooks 

Teams were ready to move forward, but their technology held them back.

When two companies became one, their systems did not follow. Quotes had to be keyed in multiple times, orders were scattered across platforms and finance had no single source of truth. Employees were pulled away from customers to reconcile data that never matched up.

Another consultant had already spent nearly a year without delivering results. With a website launch fast approaching, the need for a reliable, unified system became urgent.

Building one connected flow across quoting, sales and finance.

Algoworks created a direct link between Paperless Parts, Salesforce and QuickBooks. Information traveled automatically across quoting, ordering and finance, replacing the manual re-entry that had been slowing everything down. The new website was tied into this system as well, so quotes initiated online fed directly into the process and moved smoothly through every stage.

The team focused on clarity and pace: mapping data flows, configuring integrations and validating them against real scenarios. At the same time, staff were being trained on Paperless Parts and a new website was launching. By aligning these efforts, the integration blended in smoothly without disruption.

The change was immediate. Instead of juggling disconnected tools, teams now worked from one consistent flow of information. Data was accurate, decisions were faster and hours of reconciliation disappeared from daily routines. What had once been a blocker to growth became the backbone of smoother, more confident operations.

We had spent months with another consultant and saw no progress. The project was completed quickly and everything now runs seamlessly.

David Ramirez
Digital Marketing Specialist, Uptive
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