Salesforce and NetSuite Provide Predictability for an Innovator in Post-Acute Healthcare

Healthcare & Life Sciences
Business Type:
NetSuite ERP
Salesforce Sales Cloud
Salesforce Service Cloud
NetSuite - Salesforce Integration

Seamless Integration with a Solid Grasp of 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.”

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 Dell Boomi as the connector, and Gurus deployed core features of Pardot with out-of-the-box integration.

“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.”

Increased Transparency Strengthens the Sales Team

A Cloud-Based Solution Thankfully for South Cypress, the prominence of cloud solutions was surging in 2006, and the company found in NetSuite the software platform that they were looking for. Once integrated with NetSuite’s business management tools, SC was able to ensure rapid scalability by launching a robust e-commerce store and enhancing the unique customer experience the company's customers have come to love.

After having scaled up their enterprise with NetSuite for close to ten years, the SC team knew that if they were to continue to fulfill their mission and achieve sales goals, they needed a business partner to help them align their business processes with their specific needs. Enter GURUS Solutions.  As SC’s solutions partner of choice, GURUS Solutions has been optimizing NetSuite to meet both their needs and the needs of their customers.

NetSuite ERP, SuiteCommerce, and simplified mobile accessibility are the tools that help SC maintain its competitive edge and remain flexible to respond to its customers’ needs. Thanks to NetSuite’s SuiteCommerce platform, the SC team has become a prominent cross-channel retailer offering flooring products for both the professional and do-it-yourself markets. The NetSuite platform allows the company to successfully eliminate inefficiencies in the supply chain which enables their clients to save money and SC to provide a level of customer service one might expect from the company’s renowned brick and mortar experience.

SC has worked to ensure that NetSuite’s mobile applications have been optimized to cater to its team’s needs. Whether its employees are working from a home office or on a business trip, they always have access to the information they need no matter where they are or what type of device they are using.

Results Overview

  • Intelligent integration of NetSuite, Salesforce, and Pardot
  • Sherpa Method for iterative cycling led to an efficient project
  • Reporting provides unprecedented transparency and sales agility
  • Customization equips team to deal with future exceptions
  • 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 integrated 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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