NetSuite Salesforce Integration – Case Study
Automating the Lead Generation Process through Netsuite Salesforce Integration
Leading Response specializes in providing leads to a variety of clients from the financial, legal, healthcare and senior living sectors. Their mission is to provide leads that are tailored to match their customer’s needs. To do this they use Salesforce as their CRM and NetSuite as their ERP. In Salesforce, leads are created and converted to opportunities, and based on sales representatives’ interactions with clients, these opportunities are then sent to NetSuite as orders. To streamline their manual process, Smart Data implemented an automated solution that integrated Conga Apttus CPQ, Conga Sign, and Lightning Flows for a seamless transition from Salesforce to NetSuite.
Technologies Used
Technologies Used
Salesforce Modules Worked:
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Sales Cloud
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CPQ Implementations:
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Apttus CPQ
- Congo Signature
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Salesforce Skills applied:
- Apex Programming
- Lighting flows
- Future Callouts
- Apttus CPQ
Integrations:
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- NetSuite
Additional tools:
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- JIRA
- Bitbucket
Founded:
1995
Location:
Tampa, FL
Start Date:
2021
Business Model:
Offshore Development
About Company:
Leading Response is a business that specializes in providing tailored leads to a variety of clients from the financial, legal, healthcare and senior living sectors. With years of experience in crafting multichannel marketing solutions and understanding customer journeys, Leading Response has become an industry leader in customer acquisition. Utilizing laser-targeted digital campaigns to engage users where they already live online, Leading Response has proven successful in converting prospects into clients. Their mission is to provide the best leads tailored to their customer’s needs that will help grow their business and establish a lasting relationship of trust.
The Problem:
Leading Response faced the challenge of manual processing for Sales reps and Clients while configuring products and sending orders for approval. This process involved a lot of back-and-forth communication between representatives, customers, and NetSuite. It was also difficult to generate customized invoices with payment links after order processing was completed. Additionally, promotional processes for clients required intensive manual labor from sales reps or product owners. To solve this issue, Leading Response needed an automated solution that could handle the complexities of their lead generation process. With automation, they sought to increase productivity and efficiency while improving customer satisfaction for maximum business growth. By doing so, they could offer a more streamlined experience for their clients.
The Solution:
As part of the Solution, Smart Data implemented Conga Apttus CPQ integration with Salesforce and created the below product bundling:
| Category | Products |
| Seminar Success | Direct Mail, Reservation/RSVP, Attendee, Digital Marketing, Custom. |
| Webinar Connect | Direct Mail, Reservation/RSVP, Attendee, Digital Marketing, Custom. |
| Appointment Connect | Direct Mail, Digital Marketing, Custom. |
| Digital Leads | Form-Fills, Form-Fills-Custom, Direct Connect, Direct Connect-Custom, Media Buy, Custom. |
| Agency Services | System Integration, Custom. |
| Media Services | Custom |
| Promotions | On Demand Template Promotion Products. |
The Results:
Smart Data helped Leading Response integrate Conga Apttus CPQ, Conga Sign, Lightning Flows and Apex programming to create an automated solution that streamlined their lead generation process. This gave Sales reps a more intuitive user interface to configure their products and add-ons with pricing information in clear categories. They also utilized digital signature capture capabilities for clients to provide consent on Statements of Work (SOW). Once the SOW was approved, the automated solution pushed order details to NetSuite for processing. NetSuite then updated SOW with an Order Invoice link and a payment link via Lightning Data Service. This enabled clients to review their orders and pay for them quickly and easily by receiving an email with the relevant information. All of these steps allowed Leading Response to reduce manual work from Sales reps and Clients while increasing productivity and efficiency. By doing so, they were able to improve customer satisfaction and achieve their business growth goals.
Learn more about our Salesforce Development Services, or Contact us below!
Salesforce Integration with Conga Apttus CPQ, Conga Sign, and Lightning Data Services took out the manual processing involved with sales reps, clients, and NetSuite.
Good support from management: With the management support and encouragement when team had faced struggles due to limited technical knowledge and slowly client got confidence about team improvement.
Post deployment support: The Post deployment support as discussed above is the added advantage they got from us.
Successful on-time delivery: Finally, as an outcome the project succeeded to be delivered on time to their client having them happy with quality and functionalities required.
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