Celigo Case Studies ZoomInfo's Financial System Transformation: A Case Study on Automation and Integration

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	ZoomInfo's Financial System Transformation: A Case Study on Automation and Integration Celigo

ZoomInfo's Financial System Transformation: A Case Study on Automation and Integration

Celigo

Technology Category	Application Infrastructure & Middleware - Data Exchange & Integration Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries	Finance & Insurance
Applicable Functions	Procurement Sales & Marketing
Use Cases	Leasing Finance Automation Material Handling Automation
Services	System Integration
Challenge	ZoomInfo, one of the fastest-growing SaaS companies, was facing significant challenges with its financial systems. The company's rapid growth was not being matched by its financial systems, which threatened to become a barrier to its expansion. The core issues were numerous, including manual processes such as inputting sales orders, delays in transaction processing, and inaccuracies due to manual data entry. The company was on the brink of hiring an entire team to handle these processes, which risked exacerbating the issues with inaccurate data entry. The revenue team had to spend a significant amount of time each month fixing data issues, which was a tedious and time-consuming process. Some DIY integrations existed, but they were not effectively implemented. The company needed to find a way to scale their financial systems quickly and automate as much as possible to avoid obstructing their growth. Read More
About Customer	ZoomInfo powered by DiscoverOrg is a leading provider of company and contact data, helping go-to-market teams accelerate growth. The company offers a suite of tools to ensure continued growth and success. High-growth companies use ZoomInfo to identify business opportunities, connect with decision-makers, and go to market with confidence. The company is headquartered in Waltham, MA, USA and is one of the fastest-growing SaaS companies in the world. The company's finance stack features over a dozen third-party applications which, when integrated with NetSuite, essentially run the organization. Read More
Solution	To address these challenges, ZoomInfo brought in Dave Witty, Director of Financial Systems, with a focus on automation. He was tasked with integrating the finance stack around NetSuite, starting with Salesforce, which affected the most mission-critical processes and had significant data issues. The implementation required special care due to the complexity and heavy customization of ZoomInfo’s systems. However, with Celigo’s expertise and the power of iPaaS, they were able to overcome these challenges. The end result was a Salesforce integration that brought in sales data enriched by ZoomInfo’s own platform into NetSuite, automating sales order processing. After the integrations were deployed, ZoomInfo achieved operational transformation that extended beyond mere data processing. The company was able to identify ways to modify their business processes to meet how the software was designed. 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

Procurement

Sales & Marketing

Use Cases

Leasing Finance Automation

Material Handling Automation

Services

System Integration

Challenge

ZoomInfo, one of the fastest-growing SaaS companies, was facing significant challenges with its financial systems. The company's rapid growth was not being matched by its financial systems, which threatened to become a barrier to its expansion. The core issues were numerous, including manual processes such as inputting sales orders, delays in transaction processing, and inaccuracies due to manual data entry. The company was on the brink of hiring an entire team to handle these processes, which risked exacerbating the issues with inaccurate data entry. The revenue team had to spend a significant amount of time each month fixing data issues, which was a tedious and time-consuming process. Some DIY integrations existed, but they were not effectively implemented. The company needed to find a way to scale their financial systems quickly and automate as much as possible to avoid obstructing their growth.

About Customer

ZoomInfo powered by DiscoverOrg is a leading provider of company and contact data, helping go-to-market teams accelerate growth. The company offers a suite of tools to ensure continued growth and success. High-growth companies use ZoomInfo to identify business opportunities, connect with decision-makers, and go to market with confidence. The company is headquartered in Waltham, MA, USA and is one of the fastest-growing SaaS companies in the world. The company's finance stack features over a dozen third-party applications which, when integrated with NetSuite, essentially run the organization.

Solution

To address these challenges, ZoomInfo brought in Dave Witty, Director of Financial Systems, with a focus on automation. He was tasked with integrating the finance stack around NetSuite, starting with Salesforce, which affected the most mission-critical processes and had significant data issues. The implementation required special care due to the complexity and heavy customization of ZoomInfo’s systems. However, with Celigo’s expertise and the power of iPaaS, they were able to overcome these challenges. The end result was a Salesforce integration that brought in sales data enriched by ZoomInfo’s own platform into NetSuite, automating sales order processing. After the integrations were deployed, ZoomInfo achieved operational transformation that extended beyond mere data processing. The company was able to identify ways to modify their business processes to meet how the software was designed.

Impact #1	The implementation of Celigo's integrations led to a significant operational transformation at ZoomInfo. The company was able to automate sales order processing, which not only increased efficiency but also improved data integrity. The integrations self-managed themselves, freeing up the team to focus on other critical tasks. The company was also able to identify ways to modify their business processes to align with how the software was designed, leading to further improvements in efficiency and effectiveness. The successful implementation of these integrations has led to Celigo becoming a critical part of ZoomInfo's tech stack.

Impact #1

The implementation of Celigo's integrations led to a significant operational transformation at ZoomInfo. The company was able to automate sales order processing, which not only increased efficiency but also improved data integrity. The integrations self-managed themselves, freeing up the team to focus on other critical tasks. The company was also able to identify ways to modify their business processes to align with how the software was designed, leading to further improvements in efficiency and effectiveness. The successful implementation of these integrations has led to Celigo becoming a critical part of ZoomInfo's tech stack.

Benefit #1	A single person could process 6 times more sales orders a day
Benefit #2	Achieved over 99% data integrity
Benefit #3	Saved over $200,000 per year just on processing sales orders

Benefit #1

A single person could process 6 times more sales orders a day

Benefit #2

Achieved over 99% data integrity

Benefit #3

Saved over $200,000 per year just on processing sales orders

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Overview

ZoomInfo's Financial System Transformation: A Case Study on Automation and Integration

Operational Impact

Quantitative Benefit