GetBusy’s Virtual Cabinet business model operates on custom configuration. No two deals are the same, as the product and pricing are individualized for each customer. For this reason, access to invoice and billing data is critical to helping the sales team accurately assess upsell opportunities and requests from existing customers.
To replace their old systems, GetBusy selected Zendesk as the Support and Customer Success management solution, NetSuite as their ERP and Salesforce as their CRM. However, simply migrating to these new applications wouldn’t solve all of their problems, because modernizing their processes required complete data synchronization across these applications. This meant that customer invoices and billing from NetSuite needed to be accessible in Salesforce to accurate assess custom pricing for each deal. To complete this operational transformation, recurring billing from other product lines and SaaS business models processed on Chargebee also needed to be integrated with NetSuite.
Jason Ross, GetBusy’s CIO, had an immediate positive first impression of Celigo. “I was very happy and impressed with the Celigo team. I could tell they were dedicated and care a lot about the success of customers,” he said. “They were always willing to bend over backwards and jump in to resolve issues quickly, even if they occurred later in the day. It was an all-around great experience.”
With pre-built Integration Apps, Ross and his team were able to quickly integrate Zendesk-NetSuite and Salesforce-NetSuite. This resolved many of their immediate issues revolving around data access, automated synchronization, and customer visibility. Turning their attention to Chargebee, they got to work on building custom integration flows for billing processes, completing the final step of the transformation. While his team had a ton of technical expertise and experience with integrations, building and deploying them had never been as easy as it was on Integrator.io. Speaking of his experience, Ross said: “I wanted to build the flows myself. Celigo is visual, not wizard-driven, which I appreciated as a technical person. Building the integration flows was easy and pretty uneventful.”