A HandsOn solution to achieving a single source of truth

HandsOn Bay Area connects companies and people with high-quality volunteering opportunities. They’ve worked with everyone from Salesforce to Levi’s, and generated an impressive 82,000 hours of service across 350 schools, parks, and nonprofits throughout the Bay area.

handson bay area CRM case study

A Single Source of Truth

Being a company that links businesses with volunteering projects means HandsOn has a particularly wide variety of options to service. As a result, they needed software that would allow them to integrate data from Shopify and Salesforce with enough flexibility to meet their unique set of requirements.

One of their main organizational goals included creating a Single Source of Truth (SSOT), which means everyone in the organization is making business decisions based on the same set of data. 

With that in mind, they tried a few different integration options, but found them too rigid to meet company demands. Enter MESA.

Finding MESA

For Taya Dennis, data manager at HandsOn, integrating with MESA was a cinch. Adding the app to their Shopify store was simple, there was a wide selection of templates available as jumping-off points, and they had plenty of support for custom automations as well.

Connecting with MESA brought the HandsOn team real flexibility, allowing for seamless integration with their current systems.

Without that kind of integration, we’d be forced to import a lot of data manually. That would take a lot of time. Hours and hours were saved.

Taya Dennis, Data Manager at HandsOn Bay Area

Smooth and seamless integration

The biggest advantage HandsOn has seen so far is how easily they’ve been able to sync thousands of records in Salesforce, moving them closer to their company’s organizational SSOT goal. Connecting with MESA has proved to be convenient, but there’s also the reduced risk of error while doing manual data entry.

Next steps…

Whenever you’re ready, here are 3 simple ways we can help you get more done:

  1. Try MESA free. The best way to get started is sign up today. Every plan includes a 7-day free trial free so you can get your workflow running properly.
  2. Browse pre-made templates. Our pre-built workflow templates are a great way to get started with automation.
  3. Talk to our experts. We can personalize any template, provide guidance for custom workflows or, simply build workflows for you. Contact us.

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