SALESFORCE – NEW IMPLEMENTATION WITH NETSUITE AND HUBSPOT INTEGRATIONSTechnology
GPS Insight is a company that offers fleet management software and solutions designed to help businesses optimize their fleet operations. Their platform provides real-time GPS tracking, vehicle diagnostics, route optimization, and driver behavior monitoring features. GPS Insight serves a wide range of industries, including transportation, construction, utilities, and government, by improving fleet efficiency, reducing operating costs, and enhancing safety and compliance. The company’s technology enables businesses to manage their fleets more effectively, increase productivity, and make data-driven decisions to achieve operational excellence.
Project Overview
GPS Insight has partnered with StreamForce Solutions to implement a new SalesForce organization with CPQ. GPS Insight set the goal to transition the Sales Process from NetSuite to SalesForce, integrate the two systems, and automate data flow from SalesForce to NetSuite while retaining NetSuite for invoicing purposes. Furthermore, GPS Insight wanted to include the integration of Adobe e-Sign for capturing eSignatures and storing signed contract data within SalesForce.
- SalesForce Sales Cloud
- SalesForce Revenue Cloud (CPQ)
- Adobe e-Sign
- NetSuite
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 receipt 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, including SalesForce CPQ.
- Integration with existing NetSuite system for billing purposes.
- Data migration from NetSuite to Salesforce.
- Adobe e-Sign configuration and integration with the new SalesForce instance.
Customer Testimonials
