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.

What you should do now

Whenever you’re ready…here are 4 ways we can help you grow your business:

  1. Add MESA to your Shopify store. The best way to get started is by adding the MESA app from the Shopify App store. Every plan includes the first 7-days free so you can be assured your workflow is running properly.
  2. Browse pre-made templates. Our customizable workflow templates are a great way to get started more quickly.
  3. Talk to our automation experts. If you need help personalizing any workflow template, guidance how to make any automation or, simply want us to make your workflow, we can help.
  4. If you know another merchant who’d enjoy reading this page, share it with them via LinkedIn, YouTube, Twitter, or Facebook.
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