EVP and Chief Financial Officer
Due to the misalignment between the accounting system and Salesforce, the company had data and manual billing issues. Sam remarked, “It was not very scalable, accurate, and eective.” Additionally, having the ability to build a custom billing schedule in Salesforce and then moving it over to NetSuite was a critical component in the integration, so that Sam’s team could bill.
Sam recalls the implementation process as having gone really smoothly. In addition, he was very impressed with Celigo’s tech support who he described as exceptionally knowledgeable about integration. “Celigo’s team was able to really zero in on the issues, troubleshoot and solve them very quickly. So I recall thinking throughout the implementation, “Wow, these guys are really good.””, Sam shared.