Associate Director of Accounting
Associate Director of Accounting, Alicia Stanworth helped with the search for a new accounting system. After researching a variety of options, E Source selected NetSuite as the best system for its growing business. However, that move alone didn’t solve all of the company’s accounting problems.
Before making the move to NetSuite, Alicia needed to find a reliable integration between NetSuite and Salesforce. One that would eliminate the manual work required and speed up orders and customer billings without having to make any changes to the existing sales process.
To meet her specific business needs, Alicia wanted an integration solution that could provide:
- Automatic real-time data synchronization to replace manual or batch updates
- The ability to map custom data fields between NetSuite and Salesforce
- Flexibility to control the data that is imported into NetSuite from Salesforce
- Reliable integration with the ability to handle large volumes of data without system breakdowns
- A responsive and reliable support team for troubleshooting
After some additional research, Alicia and the E Source team selected the Celigo Salesforce – NetSuite Integration App as its integration solution.
“Celigo is the easiest system I have to manage. And it’s nice knowing that we have a Integration App that’s reliable and flexible, and doesn’t limit us in the information we can pass between NetSuite and Salesforce.”
The prebuilt integration between Salesforce and NetSuite also accommodates several other E Source needs. Because Alicia only wanted customers with valid sales orders to be available in NetSuite, the Integration App was configured to only import Customer and Order data into NetSuite when the Opportunity status became “Closed Won.” The Integration App also makes it easy to map or add custom fields in NetSuite or Salesforce.
E Source chose to use Celigo’s Customer Success team to implement the Salesforce – NetSuite Integration App. The implementation went smoothly, and there has been no interference from the other applications that were already integrated with Salesforce. Alicia remarked, “It was one of the smoothest transitions to a NetSuite implementation that I have ever seen.”