Celigo Case Studies Lightbend Streamlines Operations with Celigo's Salesforce-NetSuite Integration

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	Lightbend Streamlines Operations with Celigo's Salesforce-NetSuite Integration Celigo

Lightbend Streamlines Operations with Celigo's Salesforce-NetSuite Integration

Celigo

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries	Cement Finance & Insurance
Applicable Functions	Procurement Sales & Marketing
Use Cases	Leasing Finance Automation
Services	System Integration
Challenge	Lightbend has been experiencing steady growth, which led to the company outgrowing its existing accounting software. The company's billing and revenue recognition processes were very manual, leading to inefficiencies and errors. The company wanted to integrate Salesforce, its CRM, with NetSuite, its accounting system. However, due to the manual nature of the work, data synchronization between Salesforce and the accounting system was error-prone. The company was expecting more volume growth and was struggling to keep track of its sales and billing information, leading to missed opportunities and challenges. Read More
About Customer	Lightbend is a computer software company based in San Francisco, CA. Founded in 2010 by Martin Odersky, Jonas Bonér, and Paul Phillips, the company specializes in providing scalable, high-performance microservices frameworks and streaming engines for building data-centric systems optimized for cloud-native infrastructure. Lightbend has strategic partnerships with IBM, Red Hat, and Accenture, and its clientele includes 27 of the Fortune 100 companies. The company uses Salesforce as its CRM and NetSuite as its basic accounting system. Read More
Solution	Lightbend chose Celigo as its integration solution after receiving positive feedback from others who had experience with it. Celigo enabled a complete workflow between Salesforce and NetSuite, allowing Lightbend to easily reconcile its orders in NetSuite against what had been closed won in Salesforce. The company used Celigo to export its sales orders to NetSuite and then process them. Basic information from NetSuite was pushed back to Salesforce if it was about the order or if it had been closed. Contract renewals were set up in NetSuite, and renewal quotes were pushed back into Salesforce. This integration provided real-time data synchronization, ensuring that both the finance and sales teams at Lightbend had up-to-date and accurate information. Read More Log in to view content
Contents

Technology Category

Application Infrastructure & Middleware - Data Exchange & Integration

Application Infrastructure & Middleware - Middleware, SDKs & Libraries

Applicable Industries

Cement

Finance & Insurance

Applicable Functions

Procurement

Sales & Marketing

Use Cases

Leasing Finance Automation

Services

System Integration

Challenge

Lightbend has been experiencing steady growth, which led to the company outgrowing its existing accounting software. The company's billing and revenue recognition processes were very manual, leading to inefficiencies and errors. The company wanted to integrate Salesforce, its CRM, with NetSuite, its accounting system. However, due to the manual nature of the work, data synchronization between Salesforce and the accounting system was error-prone. The company was expecting more volume growth and was struggling to keep track of its sales and billing information, leading to missed opportunities and challenges.

About Customer

Lightbend is a computer software company based in San Francisco, CA. Founded in 2010 by Martin Odersky, Jonas Bonér, and Paul Phillips, the company specializes in providing scalable, high-performance microservices frameworks and streaming engines for building data-centric systems optimized for cloud-native infrastructure. Lightbend has strategic partnerships with IBM, Red Hat, and Accenture, and its clientele includes 27 of the Fortune 100 companies. The company uses Salesforce as its CRM and NetSuite as its basic accounting system.

Solution

Lightbend chose Celigo as its integration solution after receiving positive feedback from others who had experience with it. Celigo enabled a complete workflow between Salesforce and NetSuite, allowing Lightbend to easily reconcile its orders in NetSuite against what had been closed won in Salesforce. The company used Celigo to export its sales orders to NetSuite and then process them. Basic information from NetSuite was pushed back to Salesforce if it was about the order or if it had been closed. Contract renewals were set up in NetSuite, and renewal quotes were pushed back into Salesforce. This integration provided real-time data synchronization, ensuring that both the finance and sales teams at Lightbend had up-to-date and accurate information.

Impact #1	The integration of Salesforce and NetSuite through Celigo has been highly beneficial for Lightbend. The real-time data synchronization has ensured that both the finance and sales teams have access to up-to-date and accurate information. This has eliminated the errors that were previously caused by manual data synchronization. The company can now easily reconcile its orders in NetSuite against what has been closed won in Salesforce, streamlining its operations. The integration has also facilitated the setting up of contract renewals in NetSuite and the pushing of renewal quotes back into Salesforce, further enhancing the efficiency of the company's operations.

Impact #1

The integration of Salesforce and NetSuite through Celigo has been highly beneficial for Lightbend. The real-time data synchronization has ensured that both the finance and sales teams have access to up-to-date and accurate information. This has eliminated the errors that were previously caused by manual data synchronization. The company can now easily reconcile its orders in NetSuite against what has been closed won in Salesforce, streamlining its operations. The integration has also facilitated the setting up of contract renewals in NetSuite and the pushing of renewal quotes back into Salesforce, further enhancing the efficiency of the company's operations.

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Overview

Lightbend Streamlines Operations with Celigo's Salesforce-NetSuite Integration

Operational Impact