Actian Case Studies Actian automates “quote-to-cash” and enables TE21 to focus on growing their business

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	Actian automates “quote-to-cash” and enables TE21 to focus on growing their business Actian

Actian automates “quote-to-cash” and enables TE21 to focus on growing their business

Actian

Technology Category	Application Infrastructure & Middleware - API Integration & Management Platform as a Service (PaaS) - Connectivity Platforms
Applicable Industries	Education
Applicable Functions	Business Operation Sales & Marketing
Use Cases	Predictive Replenishment Supply Chain Visibility
Services	Software Design & Engineering Services System Integration
Challenge	TE21, an education company, was facing challenges due to its growth and the development of more complex business processes. They were outgrowing their manual QuickBooks solution and needed a more robust and automated process. The company also needed a CRM system that could enable a true “quote–to–cash” process starting with sales, which could be easily connected to their financial billing, collection, and reporting system. The challenge was to find a solution that could handle the growing business's challenges. Read More
About Customer	TE21, Inc. is an education company that offers assessments aligned with College- and Career-Ready Standards/Common Core State Standards (CCSS), intervention, professional development, as well as other education improvement efforts for schools and districts. Its educators and support staff members are committed to partnering with their customers to improve the educational experience of students. TE21 is known for providing excellent training for every product it represents or develops. As TE21 grew and developed more complicated business processes, they found themselves outgrowing their manual QuickBooks solution and desired a more in-depth, robust and automated process. Read More
Solution	TE21 began tackling this issue by researching ERP systems with the ability to seamlessly integrate with a CRM system and landed on NetSuite and Salesforce. After 6 months of customization between NetSuite and Salesforce, Actian successfully integrated the two systems and TE21’s new automated process was up and running in time to meet their end of fiscal year goal. The Actian Salesforce Connector for NetSuite was used for this integration, providing automatic data synchronization between Salesforce and NetSuite. The connector is preconfigured to handle end-to-end lead-to-cash process across standard NetSuite and Salesforce. For additional requirements, users have the ability to further customize the integrations, cutting down on lengthy integration cycles with external vendors. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - API Integration & Management

Platform as a Service (PaaS) - Connectivity Platforms

Applicable Industries

Education

Applicable Functions

Business Operation

Sales & Marketing

Use Cases

Predictive Replenishment

Supply Chain Visibility

Services

Software Design & Engineering Services

System Integration

Challenge

TE21, an education company, was facing challenges due to its growth and the development of more complex business processes. They were outgrowing their manual QuickBooks solution and needed a more robust and automated process. The company also needed a CRM system that could enable a true “quote–to–cash” process starting with sales, which could be easily connected to their financial billing, collection, and reporting system. The challenge was to find a solution that could handle the growing business's challenges.

About Customer

TE21, Inc. is an education company that offers assessments aligned with College- and Career-Ready Standards/Common Core State Standards (CCSS), intervention, professional development, as well as other education improvement efforts for schools and districts. Its educators and support staff members are committed to partnering with their customers to improve the educational experience of students. TE21 is known for providing excellent training for every product it represents or develops. As TE21 grew and developed more complicated business processes, they found themselves outgrowing their manual QuickBooks solution and desired a more in-depth, robust and automated process.

Solution

TE21 began tackling this issue by researching ERP systems with the ability to seamlessly integrate with a CRM system and landed on NetSuite and Salesforce. After 6 months of customization between NetSuite and Salesforce, Actian successfully integrated the two systems and TE21’s new automated process was up and running in time to meet their end of fiscal year goal. The Actian Salesforce Connector for NetSuite was used for this integration, providing automatic data synchronization between Salesforce and NetSuite. The connector is preconfigured to handle end-to-end lead-to-cash process across standard NetSuite and Salesforce. For additional requirements, users have the ability to further customize the integrations, cutting down on lengthy integration cycles with external vendors.

Impact #1	Integration and automation saves 20 hours per week
Impact #2	Achieved real-time reporting on processes that used to take weeks
Impact #3	Better insights into processes and results for management teams

Impact #1

Integration and automation saves 20 hours per week

Impact #2

Achieved real-time reporting on processes that used to take weeks

Impact #3

Better insights into processes and results for management teams

Benefit #1	20 hours saved per week due to integration and automation
Benefit #2	Real-time reporting achieved on processes that used to take weeks

Benefit #1

20 hours saved per week due to integration and automation

Benefit #2

Real-time reporting achieved on processes that used to take weeks

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Overview

Actian automates “quote-to-cash” and enables TE21 to focus on growing their business

Operational Impact

Quantitative Benefit