Celigo Case Studies E Source Boosts Invoicing Speed by 300% through Real-Time Data Synchronization

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	E Source Boosts Invoicing Speed by 300% through Real-Time Data Synchronization Celigo

E Source Boosts Invoicing Speed by 300% through Real-Time Data Synchronization

Celigo

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries	Finance & Insurance Utilities
Applicable Functions	Procurement Sales & Marketing
Use Cases	Intelligent Packaging Real-Time Location System (RTLS)
Services	System Integration
Challenge	E Source, a research and consulting firm in the utilities sector, was facing a significant challenge due to its rapid growth. The company's sales volume had been increasing by double digits year over year, and its existing accounting software was unable to keep up with this growth. The software was experiencing frequent system breakdowns, which required hours of troubleshooting by the technical support team. Moreover, key data such as quotes, orders, customer, and product information had to be manually synced between the accounting and Salesforce systems. The company needed a new accounting system that could scale with its growth and eliminate the need for manual data synchronization. However, finding a reliable integration between the new system, NetSuite, and Salesforce that would not require changes to the existing sales process was a challenge. Read More
About Customer	E Source is a privately held research and consulting firm that was founded in 1986. The company is focused exclusively on utilities and their customers. E Source assists electric and gas utilities with critical problems involving energy efficiency, program design, customer experience, marketing and communications, and distributed energy strategy. Over the past few years, the company has seen its sales volume increase by double digits year over year, leading to a need for a more robust and scalable accounting system. Read More
Solution	E Source selected the Celigo Salesforce – NetSuite Integration App as its integration solution. The app provided real-time data synchronization of key Salesforce objects, including Opportunities, Accounts, Contacts, and Products with NetSuite objects such as Sales Orders, Companies, Contacts, and Items. This led to faster order processing and customer billing, which was particularly valuable for processing rush orders that previously required time-consuming manual work. The prebuilt integration between Salesforce and NetSuite also accommodated several other E Source needs. The Integration App was configured to only import Customer and Order data into NetSuite when the Opportunity status became “Closed Won.” The Integration App also made it easy to map or add custom fields in NetSuite or Salesforce. The implementation of the app went smoothly, with no interference from other applications already integrated with Salesforce. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Application Infrastructure & Middleware - Middleware, SDKs & Libraries

Applicable Industries

Finance & Insurance

Utilities

Applicable Functions

Procurement

Sales & Marketing

Use Cases

Intelligent Packaging

Real-Time Location System (RTLS)

Services

System Integration

Challenge

E Source, a research and consulting firm in the utilities sector, was facing a significant challenge due to its rapid growth. The company's sales volume had been increasing by double digits year over year, and its existing accounting software was unable to keep up with this growth. The software was experiencing frequent system breakdowns, which required hours of troubleshooting by the technical support team. Moreover, key data such as quotes, orders, customer, and product information had to be manually synced between the accounting and Salesforce systems. The company needed a new accounting system that could scale with its growth and eliminate the need for manual data synchronization. However, finding a reliable integration between the new system, NetSuite, and Salesforce that would not require changes to the existing sales process was a challenge.

About Customer

E Source is a privately held research and consulting firm that was founded in 1986. The company is focused exclusively on utilities and their customers. E Source assists electric and gas utilities with critical problems involving energy efficiency, program design, customer experience, marketing and communications, and distributed energy strategy. Over the past few years, the company has seen its sales volume increase by double digits year over year, leading to a need for a more robust and scalable accounting system.

Solution

E Source selected the Celigo Salesforce – NetSuite Integration App as its integration solution. The app provided real-time data synchronization of key Salesforce objects, including Opportunities, Accounts, Contacts, and Products with NetSuite objects such as Sales Orders, Companies, Contacts, and Items. This led to faster order processing and customer billing, which was particularly valuable for processing rush orders that previously required time-consuming manual work. The prebuilt integration between Salesforce and NetSuite also accommodated several other E Source needs. The Integration App was configured to only import Customer and Order data into NetSuite when the Opportunity status became “Closed Won.” The Integration App also made it easy to map or add custom fields in NetSuite or Salesforce. The implementation of the app went smoothly, with no interference from other applications already integrated with Salesforce.

Impact #1	The implementation of the Celigo Salesforce – NetSuite Integration App has brought about significant operational improvements for E Source. The real-time data synchronization has eliminated the need for time-consuming manual work, leading to faster order processing and customer billing. The app has also provided the flexibility to control the data that is imported into NetSuite from Salesforce, and the ability to easily map or add custom fields in either system. The smooth implementation process, with no interference from other applications, has also been a major benefit. The company now has a reliable and scalable accounting system that can keep up with its rapid growth.

Impact #1

The implementation of the Celigo Salesforce – NetSuite Integration App has brought about significant operational improvements for E Source. The real-time data synchronization has eliminated the need for time-consuming manual work, leading to faster order processing and customer billing. The app has also provided the flexibility to control the data that is imported into NetSuite from Salesforce, and the ability to easily map or add custom fields in either system. The smooth implementation process, with no interference from other applications, has also been a major benefit. The company now has a reliable and scalable accounting system that can keep up with its rapid growth.

Benefit #1	Invoicing speed increased by 300%
Benefit #2	Real-time data synchronization eliminated the need for manual or batch updates
Benefit #3	The system can handle large volumes of data without breakdowns

Benefit #1

Invoicing speed increased by 300%

Benefit #2

Real-time data synchronization eliminated the need for manual or batch updates

Benefit #3

The system can handle large volumes of data without breakdowns

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Overview

E Source Boosts Invoicing Speed by 300% through Real-Time Data Synchronization

Operational Impact

Quantitative Benefit