SALESFORCE – NEW IMPLEMENTATION WITH NETSUITE AND HUBSPOT INTEGRATIONSTechnology

GPS Insight is a company delivering GPS tracking devices for fleet service companies, with tracking as a service provided.

  • Scottsdale, AZ
  • 51 – 200 employees
  • Software Development

THE CHALLENGE

  • New Salesforce instance needed for Sales, including quoting process.
  • Netsuite integration needed to reduce overhead on Sales Operations team.
  • Automation needed for quote signatures.
  • Data exists in Netsuite, which has a high overhead for the current processes.
  • Multiple Marketing tools in place, with a need to simplify.

THE SOLUTION

  • Created a new Salesforce instance with CPQ installed in order to streamline the quoting and sales process.
  • Integrated Netsuite via the use of Dell Boomi to automate the transactions from SalesForce to Netsuite.
  • Created an integration with Adobe e-sign to automate the sending and reciept of quotes from Salesforce
  • Migrated and transformed the existing data from NetSuite to SalesForce for all future customer transactions.
  • Simplified the Marketing systems by transferring from Marketo to HubSpot, creating a singular system for Marketing campaigns.

THE OUTCOME

  • GPS Insight resulted in a unified system with leads being created in Hubspot, sent to Salesforce via automation. The Sales Process continued in Salesforce.
  • Quotes were automatically sent to Adobe e-sign as a portion of the sales process, and signed quotes automated the finalization of the opportunity process in Salesforce.
  • The finalized opportunities were sent to NetSuite automatically, creating the records for final billing a fulfillment from the Netsuite system.

SERVICES PROVIDED

  • New Salesforce instance, integration with existing NetSuite system.
  • Data migration from NetSuite to Salesforce.