技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 中间件、SDK 和库
适用行业
- 金融与保险
适用功能
- 采购
- 销售与市场营销
用例
- 租赁金融自动化
- 物料搬运自动化
服务
- 系统集成
关于客户
由 DiscoverOrg 提供支持的 ZoomInfo 是一家领先的公司和联系人数据提供商,帮助进入市场的团队加速增长。该公司提供一套工具来确保持续增长和成功。高增长公司使用 ZoomInfo 来识别商机、与决策者联系并充满信心地进入市场。该公司总部位于美国马萨诸塞州沃尔瑟姆,是全球增长最快的 SaaS 公司之一。该公司的财务堆栈包含十多个第三方应用程序,这些应用程序与 NetSuite 集成后,基本上可以运行该组织。
挑战
ZoomInfo 是增长最快的 SaaS 公司之一,其财务系统面临着重大挑战。该公司的快速增长与其财务系统不相匹配,这有可能成为其扩张的障碍。核心问题很多,包括输入销售订单等手动流程、交易处理延迟以及手动数据输入导致的不准确。该公司即将雇用整个团队来处理这些流程,这可能会加剧数据输入不准确的问题。收入团队每个月必须花费大量时间来修复数据问题,这是一个乏味且耗时的过程。存在一些 DIY 集成,但没有得到有效实施。该公司需要找到一种方法来快速扩展其财务系统并尽可能实现自动化,以避免阻碍其增长。
解决方案
为了应对这些挑战,ZoomInfo 聘请了财务系统总监 Dave Witty,重点关注自动化领域。他的任务是围绕 NetSuite 集成财务堆栈,从 Salesforce 开始,这影响了最关键的任务流程并存在严重的数据问题。由于 ZoomInfo 系统的复杂性和高度定制化,实施过程中需要特别小心。然而,凭借 Celigo 的专业知识和 iPaaS 的强大功能,他们能够克服这些挑战。最终结果是 Salesforce 集成,将 ZoomInfo 自有平台丰富的销售数据引入 NetSuite,实现销售订单处理自动化。部署集成后,ZoomInfo 实现了超越单纯数据处理的运营转型。该公司能够找到修改其业务流程的方法,以满足软件的设计方式。
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