Netsuite to Salesforce integration Case Study
Duetto Salesforce to Netsuite Integration for Sales & Customer Success
Duetto’s revenue management solutions are designed to help hotels, resorts and casinos maximize revenue, improve efficiency, and drive profitability. For over 3000+ customers across the world including YOTEL, Nobu, Virgin Hotels and Ushuaia Ibiza.
Financial Process Automation & Parsing
The Duetto team aimed to give their Sales and Customer Success teams instant access to customer payment status in Salesforce without undertaking a major development project. The challenge was bridging the gap between teams working in Salesforce and those in NetSuite, while avoiding complex installation processes.
The critical need was to eliminate the manual process of requesting account status and payment history from the Accounting team, which created inefficiencies and delays in customer interactions.
“I’ve been thrilled with how easy it was to install Breadwinner – and how well the integration works. It’s really been ‘set it and forget it.’ We set it up, and now it does its thing. Sales and Customer Success love being able to create customer roll-ups where they can see invoice status and payment history without having to ask Accounting for the info. And I love not having to worry about whether the Salesforce-NetSuite integration is working!”
Christin Miller
Salesforce Platform Manager at Duetto
Duetto Operational Process Overhaul
The Duetto team aimed to give their Sales and Customer Success teams instant access to customer payment status in Salesforce without undertaking a major development project. The challenge was bridging the gap between teams working in Salesforce and those in NetSuite, while avoiding complex installation processes.
Seamless Netsuite to Salesforce Integration
Duetto found their solution in Breadwinner for NetSuite’s plug-and-play installation and robust data sync features. The implementation was smooth and straightforward, providing immediate value across multiple departments through effective Salesforce-NetSuite integration.
Time to Value
Achieved rapid deployment with minimal IT resources through Breadwinner’s plug-and-play installation. System was operational within days and maintains reliable performance without ongoing maintenance requirements.
Netsuite to Salesforce integration success
Achieved 100% successful integration of Stripe transactions in Salesforce, with all members setting up credit cards for recurring payments, significantly improving customer convenience
Integration operational benefits
Streamlined access to financial data has boosted team efficiency. Eliminated manual exports for Accounting while providing Sales and Customer Success instant access to critical payment information.
Benefit for Duetto Sales Team
Sales teams can accelerate cash flow by setting up new Stripe subscriptions directly in their CRM. They can include all Stripe line items like discounts, billing schedules, and product details without waiting for Finance, which streamlines the process and enhances overall efficiency.
Benefit for Duetto Customer Success Team
Finance teams save valuable time and reduce errors by avoiding manual data entry between Stripe and Salesforce. Without needing to copy and paste customer or product information, Finance can focus on higher-value work, minimizing risks of errors and improving overall workflow.
Benefit for Duetto Accounting Team
The Accounting team has been freed from manual data exports and constant information requests, transforming their role from data gatekeepers to strategic partners. Automated payment status updates allow them to focus on higher-value activities while maintaining data accuracy.
Benefits for Duetto Management
Duetto leadership has gained a unified view of customer financial health and team performance through seamless integration. This comprehensive visibility enables data-driven decisions, helps identify growth opportunities, and supports strategic planning for customer initiatives.
“We wanted our Sales and Customer Success teams to have instant access to customer payment status in Salesforce, but we didn’t want to take on a huge development project. Breadwinner’s plug-and-play installation & Salesforce-NetSuite integration was exactly what we were looking for.”
Christin Miller
Salesforce Platform Manager at Duetto
Integrate Netsuite with Salesforce in 24hrs
Looking to improve the way Salesforce Intigrates with Stripe, Xero or Netsuite?
Breadwinner delivers seamless integration with your invoicing and payments tool so everyone on your team is in sync across revenue, growth, sales and finance.
Breadwinner is committed to data privacy and will never share or sell your data with unauthorized 3rd parties.
For more information about Duetto , visit https://www.duettocloud.com/en-us/ .
Want to learn more about integrating Salesforce and Netsuite? Set up a discussion with our friendly product team.