Condeco is the pioneering market leader in workspace management and resource scheduling software, providing workspace scheduling solutions to over 1,000 of the world’s biggest brands. Founded by Paul Statham in 2005 in London, today Condeco is a global company with 8 worldwide offices and over 350 employees.
Condeco had used NetSuite for a number of years, and as product demand grew, it adopted a number of finance, HR, project management, and other business systems such as Salesforce as the company’s CRM With finance, accounting, credit control, billing, invoicing, all done out of NetSuite the information all needed to correlate to the customer record in Salesforce.
“The systems were all quite disconnected,” said Adrian Jeffers, IT Program Manager at Condeco. “When the finance team were looking to verify details to close an opportunity, they had to spend time on administrative tasks going back and forth into Salesforce and NetSuite to verify customer and account information.”
The manual integration bottleneck was time-consuming, error-prone process where the data was duplicative and not synced in real-time. Changes in one system’s objects and fields affected the imports, requiring them to be handled manually.
“When an opportunity is in Salesforce, the finance team are required to verify certain data prior to closing an opportunity,” said Lauren Robertson, Brand Director at Condeco. “The teams were spending more of their time that they shouldn’t have: doing the administrative task of verifying data in both NetSuite and Salesforce.”
“They should be trying to improve the process – and that’s what they wanted to do,” she added.
“We’re connecting all this data with Celigo to enable a single view of the customer. We’ve got all these disparate systems that we’re pulling into a hub where you can actually be confident that the data is collected in the right place in a way that’s useable, you can draw knowledge from it, and drive processes and actions on the back of that correct data. And that’s super powerful.”
“We really wanted to bring that together to have one source of truth,” said Robertson. “We want data that’s useful and accurate — instead of having customer data in one system that doesn’t mirror the customer data in another.”
With this integration, the status of the company or a customer and its financial data in NetSuite is automatically populated into Salesforce, and vice versa.
In addition to integrating renewals next, the team is looking to automate JIRA tickets across applications, travel expense management between SalesTrip and NetSuite, and hire-to-retire processes between different HR applications and Salesforce.
“We’re connecting all this data with Celigo to keep a single view of the customer across our application estate,” said Jeffers. “We’ve got all these disparate systems that we’re pulling into a hub where you can actually be confident that the data is collected in the right place in a way that’s useable, you can draw knowledge from it, and drive processes and actions on the back of that correct data.”
“And that’s what’s super powerful if you actually get that right.”