GetBusy's Operational Transformation with Celigo's Integration Solutions

GetBusy, a software company specializing in document management and productivity apps, was facing challenges with their homegrown ERP/CRM system. The system was inefficient, making it difficult to access data, especially when salespeople were on the move. It was nearly impossible to find invoices or see what products each customer used, leading to a lack of visibility into the state of each customer and prospect. This was a significant challenge to GetBusy's business model, which operates on custom configuration, where product and pricing are individualized for each customer. To modernize their operations, GetBusy selected Zendesk for Support and Customer Success management, NetSuite for their ERP, and Salesforce for their CRM. However, simply migrating to these new applications wouldn't solve all their problems. They needed complete data synchronization across these applications, meaning customer invoices and billing from NetSuite needed to be accessible in Salesforce to accurately assess custom pricing for each deal. Additionally, recurring billing from other product lines and SaaS business models processed on Chargebee also needed to be integrated with NetSuite.

GetBusy is a software company that specializes in document management and productivity apps. With over 20 years in business, the company boasts over 61,000 customers and over 1 million users. They have expanded globally with business units in the UK, Australia, and the US. Their business model operates on custom configuration, meaning no two deals are the same as the product and pricing are individualized for each customer. This makes access to invoice and billing data critical to helping the sales team accurately assess upsell opportunities and requests from existing customers. The company is listed on the London Stock Exchange under the ticker GETB.