Celigo Case Studies Headspace Enhances Efficiency with Salesforce-NetSuite Integration App

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	Headspace Enhances Efficiency with Salesforce-NetSuite Integration App Celigo

Headspace Enhances Efficiency with Salesforce-NetSuite Integration App

Celigo

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries	Finance & Insurance
Applicable Functions	Sales & Marketing
Use Cases	Leasing Finance Automation Time Sensitive Networking
Services	System Integration
Challenge	Headspace, a rapidly growing online platform for meditation, faced a significant challenge in managing its sales and finance data. The sales team had adopted Salesforce as their customer relationship management (CRM) platform, while the finance team used NetSuite as their enterprise resource planning (ERP) system. This led to a situation where sales and finance data had to be manually re-entered into the two separate applications, a time-consuming process that was prone to human errors and led to longer billing and reconciliation cycles. Nicole Punelli, the Sales Finance Manager, recognized this issue and understood that the finance team was not equipped to handle the increase in manual data duplication between Salesforce and NetSuite. Furthermore, Nicole, while an expert in Salesforce, had minimal experience with NetSuite, and needed a vendor that could provide the necessary expertise for a successful integration. Read More
About Customer	Headspace is a company with a mission to improve the health and happiness of the world through an online platform that provides the benefits of meditation anytime, anywhere. The company has millions of users in more than 190 countries who use their app to access guided meditations, animations, articles, and videos. The sales team at Headspace uses Salesforce as their customer relationship management (CRM) platform, while the finance team uses NetSuite as their enterprise resource planning (ERP) system. The company is headquartered in Johnstown, Colorado, USA. Read More
Solution	Nicole sought a platform that was quick to implement, intuitive, easy-to-use, and capable of syncing Salesforce and NetSuite’s common integration flows, including the less commonly used Salesforce Orders integration. She found the solution in the Celigo iPaaS integration platform. After seeing a demo of the platform, Nicole felt that it was the best fit for her needs. Celigo offered a prebuilt integration between Salesforce and NetSuite that supported Salesforce Orders as part of the out-of-the-box integration flow. Moreover, Celigo provided the necessary NetSuite expertise that was crucial for the successful implementation. With the Celigo Salesforce – NetSuite Integration App in place, manual duplication of data was completely eliminated, improving overall accuracy and reducing time spent on billing. 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

Applicable Functions

Sales & Marketing

Use Cases

Leasing Finance Automation

Time Sensitive Networking

Services

System Integration

Challenge

Headspace, a rapidly growing online platform for meditation, faced a significant challenge in managing its sales and finance data. The sales team had adopted Salesforce as their customer relationship management (CRM) platform, while the finance team used NetSuite as their enterprise resource planning (ERP) system. This led to a situation where sales and finance data had to be manually re-entered into the two separate applications, a time-consuming process that was prone to human errors and led to longer billing and reconciliation cycles. Nicole Punelli, the Sales Finance Manager, recognized this issue and understood that the finance team was not equipped to handle the increase in manual data duplication between Salesforce and NetSuite. Furthermore, Nicole, while an expert in Salesforce, had minimal experience with NetSuite, and needed a vendor that could provide the necessary expertise for a successful integration.

About Customer

Headspace is a company with a mission to improve the health and happiness of the world through an online platform that provides the benefits of meditation anytime, anywhere. The company has millions of users in more than 190 countries who use their app to access guided meditations, animations, articles, and videos. The sales team at Headspace uses Salesforce as their customer relationship management (CRM) platform, while the finance team uses NetSuite as their enterprise resource planning (ERP) system. The company is headquartered in Johnstown, Colorado, USA.

Solution

Nicole sought a platform that was quick to implement, intuitive, easy-to-use, and capable of syncing Salesforce and NetSuite’s common integration flows, including the less commonly used Salesforce Orders integration. She found the solution in the Celigo iPaaS integration platform. After seeing a demo of the platform, Nicole felt that it was the best fit for her needs. Celigo offered a prebuilt integration between Salesforce and NetSuite that supported Salesforce Orders as part of the out-of-the-box integration flow. Moreover, Celigo provided the necessary NetSuite expertise that was crucial for the successful implementation. With the Celigo Salesforce – NetSuite Integration App in place, manual duplication of data was completely eliminated, improving overall accuracy and reducing time spent on billing.

Impact #1	The implementation of the Celigo Salesforce – NetSuite Integration App not only streamlined Headspace's sales and billing processes but also led to significant business process improvements. The integration project forced Nicole and her team to re-validate and re-adjust their current workflows, leading to enhancements that ensured their sales and billing processes could scale to meet Headspace’s rapid pace of growth. Furthermore, the integration allowed Nicole to focus on her primary job responsibilities such as strategic planning, quota setting, sales structure, and compensation, rather than on invoicing and billing.

Impact #1

The implementation of the Celigo Salesforce – NetSuite Integration App not only streamlined Headspace's sales and billing processes but also led to significant business process improvements. The integration project forced Nicole and her team to re-validate and re-adjust their current workflows, leading to enhancements that ensured their sales and billing processes could scale to meet Headspace’s rapid pace of growth. Furthermore, the integration allowed Nicole to focus on her primary job responsibilities such as strategic planning, quota setting, sales structure, and compensation, rather than on invoicing and billing.

Benefit #1	Elimination of manual data duplication between Salesforce and NetSuite
Benefit #2	Reduction in billing and reconciliation cycles
Benefit #3	Savings of approximately 15 hours per month for the finance team

Benefit #1

Elimination of manual data duplication between Salesforce and NetSuite

Benefit #2

Reduction in billing and reconciliation cycles

Benefit #3

Savings of approximately 15 hours per month for the finance team

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Overview

Headspace Enhances Efficiency with Salesforce-NetSuite Integration App

Operational Impact

Quantitative Benefit