Vancouver, V6E 3V6, BC,
Canada
EFOQUS
EFOQUS, a prominent reseller, system integrator, and consulting company, that plays a vital role in numerous system integration and digital transformation initiatives. EFOQUS collaboration with software players such as Microsoft empowers organizations to embrace disruptive technologies and accelerate their journey to the cloud, thus reshaping their business models.
| Reseller and SI | Vendor | Application | Category | Market |
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| EFOQUS | Optimizely | EpiServer CMS | Web Content Management | Content Management |
| EFOQUS | Sitecore | Sitecore CMS | Web Content Management | Content Management |
| EFOQUS | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | ERP Financial Management |
| EFOQUS | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | CRM |
| EFOQUS | Microsoft | Microsoft Power Apps | Apps Development | PaaS |
| EFOQUS | Microsoft | Microsoft Power Automate RPA | Robotic Process Automation | PaaS |
| EFOQUS | Microsoft | Microsoft Power BI | Analytics and BI | Analytics and BI |
| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Product | Category | When | Insight | Insight Source |
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Call2Recycle | Professional Services | 110 | $32M | United States | Microsoft | Microsoft Dynamics 365 Business Central | ERP Financial | 2020 | In 2020, Call2Recycle implemented Microsoft Dynamics 365 Business Central as its ERP Financial platform with EFOQUS engaged for the deployment. The implementation established Microsoft Dynamics 365 Business Central as the system of record for core finance operations and month end close workflows. Configuration centered on General Ledger control and month end close routines, accounts payable and accounts receivable processing, bank reconciliation, fixed assets accounting, intercompany reconciliation, and expense report reconciliation. Month end procedures were formalized in Microsoft Dynamics 365 Business Central to support reconciliations of balance sheet accounts, posting of journal entries for auto debits, upload of month end journal entries driven from an Excel workbook, and G/L account analysis. The Dynamics 365 Business Central footprint was integrated with tax and license automation tools, explicitly Avalara License Management software, AvaTax, and Avalara CertCapture to manage tax account registrations and business licenses. Operational coverage emphasized finance and accounting functions, including support for preparation of the 990 tax return, providing expense analysis to departmental leads, correcting customer invoices, and consolidating G/L data for budget preparation, with day to day support for a Staff Accountant and senior accounting roles. Process governance included a defined month end cadence targeting completion of reconciliations and review by the fourth business day of the month, scripted upload of journal entries from a controlling workbook, and structured responsibilities for bank, investment, and intercompany reconciliations. The implementation narrative reflects an ERP Financial deployment focused on centralizing accounting workflows, integrating tax/license automation, and formalizing month end control and reporting processes. | |
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Call2Recycle | Professional Services | 110 | $32M | United States | Microsoft | Microsoft Dynamics 365 Sales | Sales Automation,Sales Engagement | 2020 | In 2020, Call2Recycle implemented Microsoft Dynamics 365 Sales as part of a broader Microsoft Dynamics 365 Business Central and Microsoft Power Platform rollout to unify ERP and CRM and tighten traceability and trackability across its reverse-logistics operations. The deployment targeted customer engagement and revenue workflows, with Microsoft Dynamics 365 Sales explicitly positioned to support Sales Automation,Sales Engagement and end-to-end sales processes for corporate customers and municipal programs. The implementation configured Dynamics 365 Sales for lead and opportunity management while Microsoft Dynamics 365 Business Central handled financials, invoicing and transactional ERP workflows. Microsoft Power Platform was used to extend capabilities, with Power BI for visualization and analytics, Power Automate for automated onboarding and order creation flows, and Power Apps for lightweight custom interfaces that connect data across modules. Integrations and operational coverage span customer support, operations that manage fulfillment and materials collection at more than 16,000 collection sites, regional program managers overseeing leads and the e-bike program, and senior leadership consuming dashboards for organizational health. Call2Recycle worked with implementation partner EFOQUS to build supply-chain aligned automations and system configurations that reflect the nonprofit’s reversed logistics model and multi-role user base. Governance shifted to real-time, democratized data and self-service dashboards that remove single-person gatekeeping for metrics, enabling faster operational responses. The organization reported concrete efficiency outcomes that were captured post-deployment, including automated invoicing and banking activities that saved 10 hours per month on invoicing, 8 hours on banking uploads, and 12 hours on vendor invoice approvals, and a reduction of approximately $25,000 in annual fees, licenses and hardware support. Call2Recycle also noted that adopting Microsoft Dynamics 365 Sales and the broader Dynamics 365 platform allowed it to build processes to meet evolving requirements for traceability, which supported new customer engagements. | |
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Call2Recycle | Professional Services | 110 | $32M | United States | Microsoft | Microsoft Power Automate RPA | Robotic Process Automation | 2020 | In 2020, Call2Recycle implemented Microsoft Power Automate RPA as part of a broader Microsoft Power Platform deployment, aligning Robotic Process Automation with its Dynamics 365 Business Central and Dynamics 365 Sales environment. The implementation was executed with partner EFOQUS and framed to unify ERP and CRM workflows while surfacing automation capabilities across finance, operations, services, and sales. Power Automate RPA was configured to orchestrate transactional and onboarding flows, with flows that trigger from website signups to automatically provision customer records and create initial orders for the e-bike program. The organization extended the solution with Power Apps for lightweight forms and Power BI for visualization, while Power Automate handled workflow automation for invoicing, banking uploads, and vendor invoice approvals. Operationally the solution is integrated directly with Microsoft Dynamics 365 Business Central and Dynamics 365 Sales, consolidating previously siloed data into a central platform used by customer support, regional program managers, operations, and senior leadership. Real-time data access and automated flows removed manual handoffs, enabling staff to self-serve dashboards and status information without intermediary reporting steps. Governance and process changes emphasized self-service analytics and repeatable, predictable data flows, reducing reliance on manual spreadsheet compilation and a single gatekeeper for metrics. Outcomes stated by the organization include time savings of 10 hours per month on invoicing, 8 hours on banking activities, and 12 hours on vendor invoice approvals, along with approximately $25,000 in annual savings on fees, licenses, and hardware support, and improved ability to support battery traceability and new customer requirements. | |
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Professional Services | 110 | $32M | United States | Microsoft | Microsoft Power Apps | Apps Development | 2020 |
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Professional Services | 110 | $32M | United States | Microsoft | Microsoft Power BI | Analytics and BI | 2020 |
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Buyer Intent: Companies Evaluating EFOQUS Services
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