NetSuite Practice Director
Integrator.io to build flows into Velosio’s RED ONE bundle between AutoQuotes and NetSuite
In servicing these companies, Velosio developed a unique solution to integrate and automate business processes between AutoQuotes and NetSuite. It ties customers, manufacturers, products and projects between AutoQuotes and NetSuite to eliminate manual work and maintenance. Velosio’s RED ONE bundle also provides capabilities for PO consolidation, split quotes and distribution dashboards.
“If our clients are working with a restaurant who’s opening a new location, the quote in AutoQuotes may have 150 or more line items — everything from tables and carts to ovens and blenders,” said Jeff Andrews, NetSuite Practice Director at Velosio. “Once the quote is sent out and the client approves it, they have to re-key that into whatever system they’re using for sales and ERP. So one of the biggest benefits is that our solution eliminates redundant and time consuming re-work.”
Because AutoQuotes is the primary CPQ solution in this market, Velosio found a way to bring much needed optimization for their clients. This optimization extends beyond AutoQuotes to marketing automation, upselling, demand planning, e-commerce integration, cycle counting and much more.
“When we tried to redeploy our solution, it was challenging,” said Andrews. “It was more time consuming to redeploy the SQL version than we desired. It also required the client to license and run a local server,” said Andrews. “Some clients don’t have an IT team, nor do they have SQL Server licenses and servers sitting around.”
“I wanted our team to be able to deploy our NetSuite-AutoQuotes integration quickly and make the entire process easier for our client,” he added. “And we wanted to have the ability to develop and maintain the integration using modern-day toolsets.”
“Part of this is a credit to the great team members we have. And part of it is because of Celigo. Our team was able to jump into the platform, learn it, and deploy some complex enhancements for our clients.”
Andrews’ team was able to rebuild the application from the bottom-up with significantly fewer technical resources than the original application required.
“Part of this is a credit to the great team members we have. And part of it is because of Celigo. The team was able to jump into the platform, learn it, and get assistance from some team members when we were trying to do something complex. Since we could develop faster, we could use more of our time to add desired features to extend the integration.”
“We needed the flexibility to build some very specific automation native to NetSuite and we needed rapid deployment,” said Andrews. “The Celigo platform gives us the ability to go from vision to execution really fast. And along the way, we can do some amazing things to optimize and automate client processes.”
Since first rolling out the solution, Velosio has been able to steadily improve the AutoQuotes integration with additional integration capabilities built on Celigo.
With the success of their first integration product with Celigo, the company has already started to leverage the subject-matter expertise and IP they have developed in their services work into new applications, including e-commerce and HR/Payroll integrations.
“We like this model,” said Andrews. “It gives us a lead into the market, it gives us a unique offering, and it serves our clients.”