Install, dont build

Prebuilt integrations that just work 

Most companies that use NetSuite also use a multitude of other cloud-based applications. Our portfolio of SmartConnectors integrates the most commonly used applications and business processes around NetSuite.

Nicole Punelli

MIS Manager

The Celigo integration has allowed me to do the job that I was hired to do – strategic planning, quota setting, sales structure, and compensation – rather than on invoicing and billing.

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Unexpected benefit

An unexpected benefit of the Celigo integration was business process improvements. The integration project forced Nicole and her team to re-validate and re-adjust their current workflows. As a result, they made improvements to make sure their sales and billing processes had the scalability to meet Headspace’s rapid pace of growth.

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Nicole estimates that the Salesforce to NetSuite integration saves the finance team about 15 hours per month; this is time that they can now spend on other projects.

15 hours saved each month

Since only the Salesforce data entered by Sales reps needed to be validated, there was no need to manually review each sales contract, improving overall accuracy and having to spend less time on billing.

Manual Duplication of data was
completely eliminated

With the Celigo Salesforce - NetSuite Integration App in place:
Case study
Headspace Streamlines Sales and Billing with Salesforce-NetSuite Integration App

The Challenge

Early last year the sales team at Headspace adopted Salesforce as their customer relationship management (CRM) platform while the finance team brought in NetSuite as their enterprise resource planning (ERP) system. When Nicole Punelli joined as the Sales Finance Manager, she immediately recognized the burden of having sales and finance manually re-entering data into the two separate applications. In addition to time spent on data entry, the manual activities opened the door to human-errors that led to longer billing and reconciliation cycles.