GetBusy's Operational Transformation with Celigo's Integration Solutions

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GetBusy, a software company specializing in document management and productivity apps, was facing challenges with their homegrown ERP/CRM system. The system was inefficient, making it difficult to access data, especially when salespeople were on the move. It was nearly impossible to find invoices or see what products each customer used, leading to a lack of visibility into the state of each customer and prospect. This was a significant challenge to GetBusy's business model, which operates on custom configuration, where product and pricing are individualized for each customer. To modernize their operations, GetBusy selected Zendesk for Support and Customer Success management, NetSuite for their ERP, and Salesforce for their CRM. However, simply migrating to these new applications wouldn't solve all their problems. They needed complete data synchronization across these applications, meaning customer invoices and billing from NetSuite needed to be accessible in Salesforce to accurately assess custom pricing for each deal. Additionally, recurring billing from other product lines and SaaS business models processed on Chargebee also needed to be integrated with NetSuite.

GetBusy is a software company that specializes in document management and productivity apps. With over 20 years in business, the company boasts over 61,000 customers and over 1 million users. They have expanded globally with business units in the UK, Australia, and the US. Their business model operates on custom configuration, meaning no two deals are the same as the product and pricing are individualized for each customer. This makes access to invoice and billing data critical to helping the sales team accurately assess upsell opportunities and requests from existing customers. The company is listed on the London Stock Exchange under the ticker GETB.

To solve their integration challenges, GetBusy turned to Celigo's Integrator.io platform. Recommended by NetSuite, Integrator.io offered fair and predictable pricing, pre-built flows, and the ability to build customizable integrations. With pre-built Integration Apps, GetBusy was able to quickly integrate Zendesk-NetSuite and Salesforce-NetSuite, resolving many of their immediate issues around data access, automated synchronization, and customer visibility. They then built custom integration flows for billing processes with Chargebee, completing the final step of their operational transformation. The platform's visual, non-wizard-driven interface made building the integration flows easy and straightforward, even for a team with a lot of technical expertise and experience with integrations. Through a combination of pre-built and custom integrations, GetBusy achieved the modern operational transformation they wanted, enabling them to scale their custom pricing model and continue to see high profits and massive success.

• The integration of Zendesk, Salesforce, NetSuite, and Chargebee using Celigo's Integrator.io platform has transformed GetBusy's operations. The team now has the visibility they need to best serve the customer. Their support, finance, sales, and operations teams are all looking at the same data, just through different lenses. This has allowed them to scale their custom pricing model, which continues to see high profits and massive success. The automation of the billing cycle and real-time visibility into their customers has allowed the front office to focus on driving more deals and realizing GetBusy's goals for growth. The company's competitive advantages are attributed to their emphasis on integrations, and more specifically to the impact Integrator.io had on their operations and revenue stream.

• Quick integration of Zendesk-NetSuite and Salesforce-NetSuite
• Successful creation of custom integration flows for billing processes
• Achieved modern operational transformation