Real-time data sync and automated processes with enhanced efficiency.
Context
Cordance, a company utilizing Salesforce as its CRM platform and NetSuite as its accounting system (ERP), struggled with manual data transfer between the two systems. This manual process led to data inaccuracies, inefficient billing procedures, delayed revenue recognition, and limited visibility in reporting. They sought an integration partner to streamline processes and enhance data accuracy.
Challenges
Cordance encountered significant hurdles due to manual data transfer between Salesforce and NetSuite:
Data Inaccuracy and Duplication:
- Manual entry led to errors, duplication, and inconsistencies.
Inefficient Processes:
- Manual handling of billing and sales orders increased errors and time consumption.
Delayed Revenue Recognition:
- Manual processes caused delays in recognizing revenue.
Limited Visibility:
- Difficulty in obtaining a comprehensive sales data view hindered reporting.
Complex Data Mapping:
- Integrating complex data structures without a dedicated tool resulted in mapping difficulties.
Solution
Closeloop proposed leveraging Celigo integrator.io to automate data synchronization and streamline processes:
- Integration Layer Setup: Established a bridge between Salesforce CPQ and NetSuite.
- Real-time Trigger Implementation: Initiated data transfer upon Opportunity closure.
- Automated Data Transfer: Enabled automatic transfer of relevant Salesforce CPQ data.
- Documentation and Training: Provided materials for onboarding and system understanding.
Results
Post-implementation, Cordance experienced significant improvements:
- Real-time Data Synchronization: Minimized delays in data transfer.
- Automated Processes: Reduced manual efforts and data discrepancies.
- Enhanced Error Handling: Timely issue identification and resolution.
- Operational Efficiency: Streamlined workflows and improved data accuracy.