Salesforce- New Implementation with NetSuite & HubSpot Integrations

“It’s obvious the team is well versed not only in the capabilities and functionality of Salesforce but able to navigate through a complex instance of NetSuite and its’ processes to offer a seamless transition for end users and system managers alike. Their expertise shows in consistent and reliable communication and project management. Looking forward to keeping StreamForce on as a trusted partner.”

James Hayes

VP Revenue Operations, GPS Insight

Scottsdale, AZ
51 - 200
Automobile

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.

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 sought to integrate Adobe e-Sign for capturing e-signatures and storing signed contract data within Salesforce.

Included Services

Challenges

New Salesforce instance is needed for Sales, including the quoting process.
NetSuite integration is needed to reduce overhead on the Sales Operations team.
Automation is 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.

Solutions

Created a new Salesforce instance with CPQ installed 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.

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Outcomes

GPS Insight resulted in a unified system. Leads were created in HubSpot and automatically sent to Salesforce. 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 automatically sent to NetSuite, creating records for final billing and fulfillment from the NetSuite system.