Celigo Case Studies SalesLoft Streamlines Operations with Celigo Salesforce – NetSuite Integration

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	SalesLoft Streamlines Operations with Celigo Salesforce – NetSuite Integration Celigo

SalesLoft Streamlines Operations with Celigo Salesforce – NetSuite Integration

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 Material Handling Automation
Services	System Integration
Challenge	SalesLoft was facing the challenge of manual workload due to the use of QuickBooks for their billing platform. The team was conducting manual work with QuickBooks, exporting the information and importing it into QuickBooks without a Salesforce to QuickBooks sync. As the company was bringing in 200 orders a week, this manual operation was becoming labor and resource-intensive. The company needed a strategy to have Salesforce, Quickbooks, and NetSuite work seamlessly together. Automating billing information into NetSuite was a priority for the company. Read More
About Customer	SalesLoft is a leading sales engagement platform that helps sales organizations deliver a better sales experience for their customers. The company is used by more than 2,000 customers to engage in more relevant, authentic, and sincere ways. SalesLoft is designed for sales teams to intelligently speak to prospects personally, instead of sending prospects passive automated emails. The company is headquartered in Atlanta, GA and operates in the computer software industry. They use Salesforce as their CRM and NetSuite for financials internally. Read More
Solution	SalesLoft adopted a new strategy with Celigo, a platform that integrates Salesforce and NetSuite. The implementation process involved a lot of testing and restructuring of the way they handled their data. The SalesLoft team played an active role during the implementation, including mapping fields between business objects, using the integration app's easy-to-use interface. The Business Operations team now takes care of errors and syncing. The team has also trained the finance team on how to sync and fix errors. The Salesforce to NetSuite integration app has proven to be self-sustaining for the entire team. 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

Material Handling Automation

Services

System Integration

Challenge

SalesLoft was facing the challenge of manual workload due to the use of QuickBooks for their billing platform. The team was conducting manual work with QuickBooks, exporting the information and importing it into QuickBooks without a Salesforce to QuickBooks sync. As the company was bringing in 200 orders a week, this manual operation was becoming labor and resource-intensive. The company needed a strategy to have Salesforce, Quickbooks, and NetSuite work seamlessly together. Automating billing information into NetSuite was a priority for the company.

About Customer

SalesLoft is a leading sales engagement platform that helps sales organizations deliver a better sales experience for their customers. The company is used by more than 2,000 customers to engage in more relevant, authentic, and sincere ways. SalesLoft is designed for sales teams to intelligently speak to prospects personally, instead of sending prospects passive automated emails. The company is headquartered in Atlanta, GA and operates in the computer software industry. They use Salesforce as their CRM and NetSuite for financials internally.

Solution

SalesLoft adopted a new strategy with Celigo, a platform that integrates Salesforce and NetSuite. The implementation process involved a lot of testing and restructuring of the way they handled their data. The SalesLoft team played an active role during the implementation, including mapping fields between business objects, using the integration app's easy-to-use interface. The Business Operations team now takes care of errors and syncing. The team has also trained the finance team on how to sync and fix errors. The Salesforce to NetSuite integration app has proven to be self-sustaining for the entire team.

Impact #1	The integration of Salesforce and NetSuite through Celigo has brought significant improvements to SalesLoft's operations. The team now has access to up-to-date customer financials such as invoices, days outstanding, and customer payments directly from Salesforce. This has enabled them to have more informed conversations with customers without having to rely on the finance team for data. The integration has also reduced IT costs and made the system self-sustaining, allowing the team to maintain business operations with fewer resources. The company plans to continue improving its automation processes and has plans to integrate Workday with NetSuite.

Impact #1

The integration of Salesforce and NetSuite through Celigo has brought significant improvements to SalesLoft's operations. The team now has access to up-to-date customer financials such as invoices, days outstanding, and customer payments directly from Salesforce. This has enabled them to have more informed conversations with customers without having to rely on the finance team for data. The integration has also reduced IT costs and made the system self-sustaining, allowing the team to maintain business operations with fewer resources. The company plans to continue improving its automation processes and has plans to integrate Workday with NetSuite.

Benefit #1	SalesLoft was able to automate the process of handling 200 orders a week, reducing labor and resource intensity.
Benefit #2	The company has seen a reduction in IT costs due to the streamlining of their applications.
Benefit #3	The team now has access to up-to-date customer financials directly from Salesforce, without having to rely on the finance team for data.

Benefit #1

SalesLoft was able to automate the process of handling 200 orders a week, reducing labor and resource intensity.

Benefit #2

The company has seen a reduction in IT costs due to the streamlining of their applications.

Benefit #3

The team now has access to up-to-date customer financials directly from Salesforce, without having to rely on the finance team for data.

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Overview

SalesLoft Streamlines Operations with Celigo Salesforce – NetSuite Integration

Operational Impact

Quantitative Benefit