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.
Cordance encountered significant hurdles due to manual data transfer between Salesforce and NetSuite:
Data Inaccuracy and Duplication:
Inefficient Processes:
Delayed Revenue Recognition:
Limited Visibility:
Complex Data Mapping:
Closeloop proposed leveraging Celigo integrator.io to automate data synchronization and streamline processes:
Post-implementation, Cordance experienced significant improvements: