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Lightbend Streamlines Operations with Celigo's Salesforce-NetSuite Integration
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
- 水泥
- 金融与保险
适用功能
- 采购
- 销售与市场营销
用例
- 租赁金融自动化
服务
- 系统集成
挑战
Lightbend 一直在稳步增长,这导致该公司的现有会计软件无法满足需求。该公司的计费和收入确认流程非常手动,导致效率低下和错误。该公司希望将其 CRM Salesforce 与其会计系统 NetSuite 集成。然而,由于工作的手动性质,Salesforce和会计系统之间的数据同步很容易出错。该公司预计会有更多的销量增长,但很难跟踪其销售和账单信息,从而导致错失机遇和挑战。
关于客户
Lightbend 是一家位于加利福尼亚州旧金山的计算机软件公司。该公司由 Martin Odersky、Jonas Bonér 和 Paul Phillips 于 2010 年创立,专注于提供可扩展、高性能的微服务框架和流引擎,用于构建针对云原生基础设施优化的以数据为中心的系统。 Lightbend 与 IBM、Red Hat 和 Accenture 建立了战略合作伙伴关系,其客户包括财富 100 强公司中的 27 家。该公司使用Salesforce作为其CRM,并使用NetSuite作为其基本会计系统。
解决方案
Lightbend 在收到其他有相关经验的人的积极反馈后,选择了 Celigo 作为其集成解决方案。 Celigo 在 Salesforce 和 NetSuite 之间启用了完整的工作流程,使 Lightbend 能够轻松地将 NetSuite 中的订单与 Salesforce 中已完成的订单进行核对。该公司使用 Celigo 将销售订单导出到 NetSuite,然后进行处理。来自 NetSuite 的基本信息(如果与订单有关或是否已关闭)会被推送回 Salesforce。合同续订在 NetSuite 中设置,续订报价被推送回 Salesforce。这种集成提供了实时数据同步,确保 Lightbend 的财务和销售团队都拥有最新且准确的信息。
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