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Headspace Enhances Efficiency with Salesforce-NetSuite Integration App
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
适用功能
- 销售与市场营销
用例
- 租赁金融自动化
- 时间敏感网络
服务
- 系统集成
挑战
Headspace 是一个快速发展的在线冥想平台,在管理其销售和财务数据方面面临着重大挑战。销售团队采用 Salesforce 作为客户关系管理 (CRM) 平台,而财务团队则使用 NetSuite 作为企业资源规划 (ERP) 系统。这导致销售和财务数据必须手动重新输入到两个单独的应用程序中,这是一个耗时的过程,容易出现人为错误,并导致计费和对账周期更长。销售财务经理 Nicole Punelli 认识到了这个问题,并了解财务团队没有能力处理 Salesforce 和 NetSuite 之间手动数据复制的增加。此外,Nicole 虽然是 Salesforce 方面的专家,但对 NetSuite 的使用经验很少,并且需要一个能够提供成功集成所需专业知识的供应商。
关于客户
Headspace 是一家公司,其使命是通过一个随时随地提供冥想益处的在线平台来改善世界的健康和幸福。该公司在 190 多个国家拥有数百万用户,他们使用他们的应用程序来访问引导冥想、动画、文章和视频。 Headspace 的销售团队使用 Salesforce 作为客户关系管理 (CRM) 平台,而财务团队则使用 NetSuite 作为企业资源规划 (ERP) 系统。公司总部位于美国科罗拉多州约翰斯敦。
解决方案
Nicole 寻求一个能够快速实施、直观、易于使用并且能够同步 Salesforce 和 NetSuite 的常见集成流程(包括不太常用的 Salesforce Orders 集成)的平台。她在 Celigo iPaaS 集成平台中找到了解决方案。在看到该平台的演示后,妮可觉得它最适合她的需求。 Celigo 提供了 Salesforce 和 NetSuite 之间的预构建集成,支持 Salesforce 订单作为开箱即用的集成流程的一部分。此外,Celigo 还提供了必要的 NetSuite 专业知识,这对于成功实施至关重要。使用 Celigo Salesforce – NetSuite 集成应用程序后,完全消除了手动数据复制,提高了整体准确性并减少了计费时间。
运营影响
数量效益
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