Dealerware faced a slow, error-prone billing process that strained customer relationships and was not scalable. StreamForce optimized Salesforce and NetSuite using Workato’s IPaaS platform, automating integrations and invoice processes, which enhanced customer satisfaction and operational efficiency.
Included Services
Challenges
- Slow Billing Process, it took Dealerware two full days each month to complete billing. And this would often put a strain on their customer relationships—dealerships want to be able to close their books on time, which meant any delays in invoices decreased customer satisfaction.
- Customer experience friction due to delays in generating invoices & submission, errors in invoice amount,s and sometimes dupe invoices.
- High software and maintenance costs, the effort needed to adopt the process change was significant.
- Legacy systems are not scalable for a growing business.
- Manual Processes.
Solutions
- StreamForce performed a health check on the lead-to-revenue processes and recommended optimizing Salesforce and NetSuite with the IPaaS platform of Workato.
- Automated integrations across Salesforce, NetSuite, Subscription tools – Suite Billing, Snowflake, with Workato.
- Designed a framework on NetSuite and Suite billing to automate integrations with Subscriptions and Product automations.
- Automated invoice and billing processes with error-free free, which improved overall Customer satisfaction.
- Workato development.
- Snowflake redesign and data feeds to NetSuite.
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Outcomes
Automated integrations between Salesforce, NetSuite, and Snowflake cut down the monthly billing cycle from two days to near real-time, enabling faster month-end closes for Dealerware and its customers.
StreamForce’s automation framework eliminated duplicate and incorrect invoices, significantly improving billing accuracy and enhancing the customer experience for dealership partners.
By leveraging Workato’s iPaaS and optimizing key platforms, Dealerware now has a modern, scalable system that supports business growth while reducing operational and maintenance costs.