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E Source Boosts Invoicing Speed by 300% through Real-Time Data Synchronization
技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 中间件、SDK 和库
适用行业
- 金融与保险
- 公用事业
适用功能
- 采购
- 销售与市场营销
用例
- 智能包装
- 实时定位系统 (RTLS)
服务
- 系统集成
挑战
E Source是一家公用事业领域的研究和咨询公司,由于其快速增长而面临着巨大的挑战。该公司的销售额逐年以两位数的速度增长,而其现有的会计软件无法跟上这种增长。该软件经常出现系统故障,需要技术支持团队花费数小时进行故障排除。此外,报价、订单、客户和产品信息等关键数据必须在会计和 Salesforce 系统之间手动同步。该公司需要一个新的会计系统,该系统可以随着其发展而扩展,并消除手动数据同步的需要。然而,在新系统、NetSuite 和 Salesforce 之间找到可靠的集成且不需要更改现有销售流程是一项挑战。
关于客户
E Source 是一家私营研究和咨询公司,成立于 1986 年。该公司专注于公用事业及其客户。 E Source 协助电力和天然气公用事业公司解决涉及能源效率、项目设计、客户体验、营销和通信以及分布式能源战略的关键问题。在过去的几年里,该公司的销售额逐年增长两位数,因此需要更强大和可扩展的会计系统。
解决方案
E Source 选择 Celigo Salesforce – NetSuite Integration App 作为其集成解决方案。该应用程序提供关键 Salesforce 对象(包括机会、客户、联系人和产品)与 NetSuite 对象(如销售订单、公司、联系人和项目)的实时数据同步。这使得订单处理和客户计费更快,这对于处理以前需要耗时的手动工作的紧急订单尤其有价值。 Salesforce 和 NetSuite 之间的预构建集成还满足了其他几个 E Source 需求。集成应用程序配置为仅在机会状态变为“已关闭”时将客户和订单数据导入 NetSuite。集成应用程序还可以轻松地在 NetSuite 或 Salesforce 中映射或添加自定义字段。该应用程序的实施进展顺利,没有受到已与 Salesforce 集成的其他应用程序的干扰。
运营影响
数量效益
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