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Ready Seal Streamlines Salesforce Adoption with Celigo’s Integration Platform
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
适用功能
- 维护
- 销售与市场营销
用例
- 供应链可见性(SCV)
- 篡改检测
服务
- 系统集成
挑战
Ready Seal 是一家专门生产木材着色剂和密封剂产品的公司,在采用 Salesforce 作为其 CRM 服务提供商时面临着挑战。该公司使用 NetSuite 处理来自分销商和批发商的订单,但他们的销售组织需要更好的 CRM,可以通过移动设备远程访问。 NetSuite 的原生 CRM 功能无法满足他们的需求。然而,使用与 ERP 系统分开的 CRM 会在将订单与电子邮件关联起来时产生间隙,并限制组织内的数据访问。我们面临的挑战是找到一种快速、轻松地将 Salesforce 与 NetSuite 同步的方法。
关于客户
Ready Seal 是一家位于德克萨斯州路易斯维尔的公司,专门生产木材着色剂和密封剂产品。他们将产品销往全国各地的经销商、批发商和五金店,最近开始扩展到加拿大和加勒比地区。该公司使用 NetSuite 处理来自分销商和批发商的订单。然而,他们发现NetSuite的原生CRM功能不能满足他们的需求,导致他们寻求更好的可以从移动设备远程访问的CRM解决方案。这促使他们考虑采用 Salesforce 作为他们的 CRM 服务提供商。
解决方案
为了解决这一挑战,Ready Seal 向其服务提供商推荐的知名且值得信赖的服务提供商 Celigo 求助。 Celigo 提供了一个预构建的 Salesforce-NetSuite 集成应用程序,完全符合 Ready Seal 的要求。该应用程序允许 Ready Seal 立即集成 Salesforce 和 NetSuite,而不会增加任何后勤挑战。此次集成使 Ready Seal 的销售组织能够全面了解客户的活动。一旦订单被放入 NetSuite,Celigo 就会接管并将其同步回 Salesforce,为销售代表提供所有发票信息和其他详细信息。这种自动化的数据交换极大地提高了 Ready Seal 的运营效率和内部凝聚力。
运营影响
数量效益
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