Phenom
Phenom is an Intelligent Talent Experience platform that connects people, data, and interactions throughout the talent journey using intelligence and automation. The company serves over 700 global brands including Mastercard, DHL, and Southwest Airlines.
Account managers gained real-time visibility into order and invoice status within Salesforce
Financial analysts eliminated manual reconciliation across three separate systems
Teams stopped switching between NetSuite and Salesforce to find the data they needed
"The implementation was great. It was one of our best experiences getting started with new software."
Leah Speziale, Accounts Receivable Manager at Phenom
Website
phenom.comIndustry
HR Technology
Location
Ambler, PA
Employees
1000+
Finance System
NetSuite
Channels
Salesforce & Agentforce
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Challenge
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Phenom's Salesforce and NetSuite systems operated in complete silos. Account managers had no visibility into order or invoice status without switching to NetSuite, and financial analysts had to reconcile revenue across three separate sources — NetSuite, Salesforce, and Excel — using manual lookup tables every month.
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Solution
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Breadwinner surfaced NetSuite financial data directly in Salesforce — order status, invoice details, and revenue figures became visible to every team that needed them, without a NetSuite license or switching between systems.
How Phenom Gave Every Department Real-Time Financial Visibility
The Problem: Two Systems, No Shared View
Phenom serves over 700 global brands with their Intelligent Talent Experience platform. At that scale, multiple departments need access to financial data — but it was locked in NetSuite. Account managers couldn’t check order or invoice status without a NetSuite license. Financial analysts reconciled revenue across NetSuite, Salesforce, and Excel spreadsheets every month using manual lookup tables.
The result: constant context-switching, delayed decisions, and a finance team fielding questions from across the organization.
The Solution: NetSuite Data in Salesforce
Breadwinner surfaced NetSuite financial data directly in Salesforce. Order status, invoice details, payment history, and revenue figures appeared where teams already worked — no NetSuite license required, no system-switching, no waiting on finance.
“The implementation was great. It was one of our best experiences getting started with new software.” — Leah Speziale, Accounts Receivable Manager, Phenom
The Impact
Account managers now see real-time order and invoice status without leaving Salesforce. Financial analysts run reconciliation directly from Salesforce instead of juggling three systems. The finance team spends less time answering internal questions and more time on strategic work.
“I would absolutely recommend Breadwinner for NetSuite. It was easy to get up and running and has worked great from day one.” — Quinn Satterly, Senior Financial Analyst, Phenom