NetSuite Salesforce Integration
Smart Data helped LeadingResponse eliminate manual sales processes by integrating Salesforce with NetSuite. The new automated solution improved quote accuracy, reduced turnaround time, and made it easier for clients to review and pay for services.
Automating Lead-to-Order Workflows for Faster Sales
Client
LeadingResponse
Industry
Healthcare
Timeline
2022
Project Overview
LeadingResponse provides highly targeted leads across multiple sectors, including healthcare, legal, and senior living. Their internal process relied on Salesforce for lead tracking and NetSuite for order processing. However, the transition from opportunity to invoice involved manual handoffs, back-and-forth emails, and inconsistent data between systems. To address this bottleneck, Smart Data was brought in to create a streamlined, automated integration between the two platforms.
Project Challenge
The manual workflow had several friction points:
Sales reps had to manually configure products, gather approvals, and manage order creation
Clients experienced delays and confusion during the SOW and payment process
Creating accurate invoices with payment links was time-consuming
Sales promotions and bundled products required repetitive setup
Data consistency between Salesforce and NetSuite was difficult to maintain
These challenges were limiting sales efficiency and scalability, so Smart Data was tasked with eliminating them through automation.
Project Approach
Smart Data implemented a fully automated solution using the following components:
Salesforce and NetSuite integration using Apex, Lightning Flows, and future callouts
Conga Apttus CPQ for streamlined product configuration, pricing, and bundling
Conga Sign to capture digital signatures and automate contract approval
Lightning Data Services to enable dynamic, real-time invoice and payment link generation
Salesforce opportunities were transformed into clean, structured orders with clear product categories. Once approved, the data automatically passed to NetSuite, triggering invoice creation and payment emails for customers.
Product Bundles Included:
Category
Products
Project Results
Sales reps now have a more intuitive interface for quoting, and clients receive timely emails with statements and payment links, improving efficiency, data accuracy, and customer satisfaction.
