Actian automates “quote-to-cash” and enables TE21 to focus on growing their business
公司规模
11-200
地区
- America
国家
- United States
产品
- Actian Salesforce Connector for NetSuite
- NetSuite
- Salesforce
技术栈
- ERP Systems
- CRM Systems
实施规模
- Enterprise-wide Deployment
影响指标
- Cost Savings
- Productivity Improvements
技术
- 应用基础设施与中间件 - API 集成与管理
- 平台即服务 (PaaS) - 连接平台
适用行业
- 教育
适用功能
- 商业运营
- 销售与市场营销
用例
- 补货预测
- 供应链可见性(SCV)
服务
- 软件设计与工程服务
- 系统集成
关于客户
TE21, Inc. is an education company that offers assessments aligned with College- and Career-Ready Standards/Common Core State Standards (CCSS), intervention, professional development, as well as other education improvement efforts for schools and districts. Its educators and support staff members are committed to partnering with their customers to improve the educational experience of students. TE21 is known for providing excellent training for every product it represents or develops. As TE21 grew and developed more complicated business processes, they found themselves outgrowing their manual QuickBooks solution and desired a more in-depth, robust and automated process.
挑战
TE21, an education company, was facing challenges due to its growth and the development of more complex business processes. They were outgrowing their manual QuickBooks solution and needed a more robust and automated process. The company also needed a CRM system that could enable a true “quote–to–cash” process starting with sales, which could be easily connected to their financial billing, collection, and reporting system. The challenge was to find a solution that could handle the growing business's challenges.
解决方案
TE21 began tackling this issue by researching ERP systems with the ability to seamlessly integrate with a CRM system and landed on NetSuite and Salesforce. After 6 months of customization between NetSuite and Salesforce, Actian successfully integrated the two systems and TE21’s new automated process was up and running in time to meet their end of fiscal year goal. The Actian Salesforce Connector for NetSuite was used for this integration, providing automatic data synchronization between Salesforce and NetSuite. The connector is preconfigured to handle end-to-end lead-to-cash process across standard NetSuite and Salesforce. For additional requirements, users have the ability to further customize the integrations, cutting down on lengthy integration cycles with external vendors.
运营影响
数量效益
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