We helped Smiley World streamline their processes by integrating Salesforce with Smartsheet, allowing real-time data synchronisation and improving operational efficiency.
The Challenge
Smiley World, the owner of the global Smiley brand, relies on multiple systems to track worldwide brand usage and manage royalty payments. Two of the key systems in their daily operations are Salesforce, a leading CRM platform, and Smartsheet, an online project management and spreadsheet tool. Although these systems store overlapping data, Smiley World’s staff were manually updating both platforms, often resulting in duplication of effort and the risk of human error.
The challenge for Smiley World was to find a way to eliminate redundant data entry and ensure accuracy across systems, so they could generate consistent and reliable reports while freeing up valuable time for their staff.
Why HeadChannel?
With a proven track record of delivering complex system integrations, Smiley World entrusted HeadChannel to integrate Salesforce and Smartsheet, ensuring seamless data transfer and real-time synchronisation. Our experience in managing and automating business processes made us the ideal partner for this project.
Our Approach
We created a server application that runs in the background, allowing data to synchronise between Salesforce and Smartsheet in near real-time. The system was designed to update existing records and create new ones automatically, ensuring consistency in both platforms without requiring manual intervention.
Key elements of the solution included:
Bidirectional Data Sync: Data can be updated in either Salesforce or Smartsheet, and changes are reflected across both systems.
Error Prevention: Data matching based on predefined parameters, like company names, ensures that updates are made only if information matches across systems, reducing the likelihood of discrepancies.
Near Real-Time Updates: Information entered into one platform is quickly transferred to the other, improving workflow efficiency and ensuring up-to-date data at all times.
Testimonial
“Integrating Salesforce and Smartsheet for Smiley World allowed us to solve a critical operational challenge they were facing—duplicated data entry and inconsistent reporting. By creating a real-time synchronisation between their systems, we helped streamline their workflow, enhance accuracy, and free up their staff to focus on more strategic tasks. Seeing the immediate improvements in their processes reassured us that our tailored solution truly aligned with their business goals. We look forward to supporting Smiley World in future projects and continuing to deliver solutions that drive efficiency and growth.”
Kate Witko
Head of Operations, HeadChannel
The Outcome
Since implementing the integration, Smiley World has significantly reduced data-entry errors and eliminated the need for duplicate entries. The seamless synchronisation of Salesforce and Smartsheet has improved the accuracy of quarterly reports and enhanced global royalty tracking. This efficiency has allowed the Smiley World team to focus on higher-level tasks rather than mundane data entry, ultimately contributing to better decision-making.
With this success, Smiley World is now exploring further custom software solutions with HeadChannel to continue optimising their business operations.
About Smiley World
Smiley World is a globally recognised brand, managing royalties and licensing across the world. Their commitment to innovation and efficiency led them to partner with HeadChannel, resulting in streamlined processes and improved operational success through the integration of their key platforms, Salesforce and Smartsheet.
