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SalesLoft Streamlines Operations with Celigo Salesforce – NetSuite Integration
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries
- Finance & Insurance
Applicable Functions
- Sales & Marketing
Use Cases
- Leasing Finance Automation
- Material Handling Automation
Services
- System Integration
The Challenge
SalesLoft was facing the challenge of manual workload due to the use of QuickBooks for their billing platform. The team was conducting manual work with QuickBooks, exporting the information and importing it into QuickBooks without a Salesforce to QuickBooks sync. As the company was bringing in 200 orders a week, this manual operation was becoming labor and resource-intensive. The company needed a strategy to have Salesforce, Quickbooks, and NetSuite work seamlessly together. Automating billing information into NetSuite was a priority for the company.
About The Customer
SalesLoft is a leading sales engagement platform that helps sales organizations deliver a better sales experience for their customers. The company is used by more than 2,000 customers to engage in more relevant, authentic, and sincere ways. SalesLoft is designed for sales teams to intelligently speak to prospects personally, instead of sending prospects passive automated emails. The company is headquartered in Atlanta, GA and operates in the computer software industry. They use Salesforce as their CRM and NetSuite for financials internally.
The Solution
SalesLoft adopted a new strategy with Celigo, a platform that integrates Salesforce and NetSuite. The implementation process involved a lot of testing and restructuring of the way they handled their data. The SalesLoft team played an active role during the implementation, including mapping fields between business objects, using the integration app's easy-to-use interface. The Business Operations team now takes care of errors and syncing. The team has also trained the finance team on how to sync and fix errors. The Salesforce to NetSuite integration app has proven to be self-sustaining for the entire team.
Operational Impact
Quantitative Benefit
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