Salesforce Integration with NetSuite to Streamline Billing Processes
Customer Profile:
Our customer is an expert in the healthcare industry offering affordable wellness and pharmaceutical solutions. They aim to reach maximum doctors and patients through their extensive network of distribution channels and partners globally.
Problem Statement:
The customer was utilizing Salesforce for case management and tracking billable hours related to customer interactions. The process of generating invoices was cumbersome, requiring manual data export from Salesforce and subsequent transfer to the NetSuite team. This workflow was not only time-consuming but also prone to errors.
Solution:
Infopine addressed this challenge by integrating Salesforce with NetSuite ERP, thereby automating the transfer of data related to billable hours for invoice generation. Through this integration, billing information such as the number of hours worked and hourly rates, previously only available in Salesforce, became seamlessly accessible in NetSuite ERP. This automation significantly streamlined the invoicing process.
Results:
The Salesforce integration with NetSuite ERP brought about several improvements:
- Streamlined the billing process
- Reduced manual efforts significantly
- Enabled quicker generation of invoices
- Minimized human errors
- Enhanced operational efficiency
- Overall data accuracy
Contact Us
So, what are you waiting for? Don’t let your competition get ahead of you. Contact us today to discuss your salesforce integration needs and let us help you achieve your business goals!
