Having implemented Salesforce in 2014, our client, a Research Software Company, wanted to maximize the operational and tactical benefits of Salesforce’s interaction with a wider suite of products. They had a lack of internal expertise to carry this out and wanted to avoid business interruption as much as possible.
We provided a team of experts on-site and over a couple of weeks made some recommendations on the integrations that needed to happen and the order in which they should occur to avoid business interruption. We worked with our customer counterparts to architect a solution to integrate with AvaTax and lead the enhancement and implementation of accounts and contacts integration with Coupa. We also used Snaplogic to implement a new sales pipeline to convert Salesforce opportunities to Netsuite.
42% cost savings, versus existing partner
Working practice designed between finance, technology and sales
8% increase in pipeline conversion, within the first five months