Location: International
Industry: Healthcare & Life Sciences
Business Type: Software
Solution: NetSuite ERP, Salesforce Sales Cloud, Salesforce Service Cloud, Pardot & NetSuite - Salesforce Integration
Seamless NetSuite and Salesforce Integration Built on Stakeholder Requirements
Gurus’ Solutions Quickstart method for Salesforce implementation begins with a strategic business process review, followed by system configuration, including workflows, custom fields, alerts, page layouts, dashboards, and other views. During the personalization step, user profiles, roles, and security levels are defined. This is rounded out by a coaching and knowledge transfer module.
Jamie Montenegro, Accounting Specialist at Optima, spells out the factors that led to the success of the project. “We spoke with a few other consulting companies, but Gurus Solutions stood out in taking the time to truly learn about our business and our processes. They don’t just blindly gather requirements; they make recommendations based on best practices, always looking out for our best interests.”
Talk to a GURUS NetSuite Services Expert
After cleaning and exporting records from NetSuite into Salesforce, eight different flows needed to be mapped, integrated, and optimized, two of which were bi-directional, and six unidirectional. The technical team chose Boomi as the connector, and Gurus deployed core features of Pardot with out-of-the-box integration.
For healthcare software companies managing complex sales cycles and recurring billing, the integration between NetSuite ERP and Salesforce is critical. Without a seamless connection between the two platforms, data silos form between finance, sales, and marketing, leading to inconsistent reporting, missed renewal opportunities, and a lack of visibility into pipeline health.
Why Office Designs Chose NetSuite OneWorld and GURUS Solutions
Office Designs turned its sights to NetSuite OneWorld, with its near infinite capabilities for global business intelligence, and chose Gurus as its implementation partner because of their proven reputation and transparent, collaborative approach. Gurus and Office Designs worked together to identify individuals and groups critical to successful change management, involved them from the start, and provided the guidance and insight necessary to succeed.
“The transparency within the Gurus team gave us the information we needed to successfully track the project and manage it internally,” says Radovsky.
By partnering with GURUS Solutions, Office Designs gained access to a team experienced in NetSuite OneWorld implementations for multi-channel retail and eCommerce businesses. GURUS' collaborative methodology ensured that key stakeholders across departments were aligned from the beginning, reducing risk and accelerating time to go-live.
“Because Gurus has a dedicated team for each project, no time is wasted on bringing people up to speed whenever you engage with them,” Montenegro elaborates. “Absolutely zero information is lost. Gurus’ iterative approach of cycling in iterations kept us all aligned, and helped us avoid surprises.”
How NetSuite and Salesforce Integration Strengthened Sales Reporting
Optima noticed the intended effects almost immediately. “Our billing process has significantly improved since we started using Gurus,” says Montenegro. “They helped create a high level of efficiency in our invoicing systems by introducing customization. We’re still growing and coming up with different billing scenarios, so this customization will come in handy when dealing with new challenges related to this.”
George Fox agrees. “The improvements in reporting have been phenomenal. We’ve come a long way from generating reports in Excel to now being able to drill into underlying details based on product line, close date, and other filters. We have the transparency and predictability required to know what we’re going to close in the quarter, how we’re going to get to the numbers, and what’s coming next. We can even monitor how many leads we get from individual marketing campaigns and determine the ROI on each one. Using Gurus Solutions to integrate Salesforce and NetSuite was absolutely the right choice. The caliber of their team has impressed our entire organization.”
The ability to track marketing campaign ROI, drill into sales data by product line, and forecast quarterly revenue with confidence transformed how Optima's leadership team makes decisions. By replacing Excel-based reporting with real-time dashboards powered by integrated NetSuite and Salesforce data, Optima gained the operational clarity needed to scale their sales team with confidence.
NetSuite and Salesforce Integration Results
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Intelligent integration of NetSuite, Salesforce, and Pardot
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Sherpa Method for iterative cycling led to an efficient project
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Reporting provides unprecedented transparency and sales agility
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Customization equips team to deal with future exceptions
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Scalability has enabled tripling of sales staff
“Gurus Solutions stood out in taking the time to truly learn about our business and our processes.”
—Jamie Montenegro, Accounting Specialist, Optima Healthcare Solutions
“Using Gurus Solutions to integrate Salesforce and NetSuite was absolutely the right choice. The calibre of their team has impressed our entire organization.”
— George Fox, VP of Sales & Marketing Operations, Optima Healthcare Solutions
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