Sales Finance Manager
Johnstown, Colorado, USA
While Nicole was an expert in Salesforce and understood the platform well, she had minimal experience with NetSuite, meaning she needed to find a vendor that could provide the NetSuite expertise for making sure the integration met Headspace’s immediate and ongoing requirements. Additionally, she wanted an integration platform that was just as easy to use and manage as was Salesforce.
One of the biggest challenges Nicole thought she would face was finding an integration solution that would support the Salesforce Orders object which is not a common object used by other companies.
And, on top of everything, she needed the integration done fast.
“The Celigo integration has allowed me to do the job that I was hired to do – strategic planning, quota setting, sales structure, and compensation – rather than on invoicing and billing.”
Nicole heard about the Celigo iPaaS integration platform from co-workers, and once she saw the demo, she felt that it was the best solution for her needs. She liked the fact that Celigo offered a prebuilt integration between Salesforce and NetSuite that supported Salesforce Orders as part of the out-of-the-box integration flow. Additionally, Celigo provided the NetSuite expertise that was crucial for the successful implementation.
“I know Salesforce well, but not NetSuite and the Celigo project managers were really helpful in providing insights into getting the connections to NetSuite in place,” said Nicole. “It was a smooth process.”
Nicole does not have a background as a developer or software engineer, but she finds that Celigo is as easy-to-use as she had hoped. “Celigo is an intuitive tool,” said Nicole. “I don’t have the experience of a developer, but I can jump into integrator.io and easily make changes myself without having to consult IT. I love it!”
And, for Nicole, Celigo is now allowing her to do her real job. “The Celigo integration has allowed me to do the job that I was hired to do – strategic planning, quota setting, sales structure, and compensation – rather than on invoicing and billing,” said Nicole.
An unexpected benefit of the Celigo integration was business process improvements. The integration project forced Nicole and her team to re-validate and re-adjust their current workflows. As a result, they made improvements to make sure their sales and billing processes had the scalability to meet Headspace’s rapid pace of growth.