Netsuite to Salesforce Integration Case Study
Phenom HRTech leader links Salesforce and Netsuite with Breadwinner to Unlock Value
The Phenom Intelligent Talent Experience platform connects people, data, and interactions to deliver amazing experiences throughout the talent journey using intelligence and automation. The business collaborates with over 700 global brands like Mastercard, DHL and Southwest Airlines – helping them hire 25% faster and retain existing staff.
Netsuite to Salesforce Were In Silos
Phenom’s tech stack were both Salesforce and NetSuite. But for years, the two systems existed side-by-side in separate siloes with no way to share data between them.
Finance team members initiated orders by manually entering sales data from Salesforce into NetSuite, resulting in errors and significant lag time between finalizing sales and processing orders. Meanwhile, account managers had little to no visibility into order or invoice status.
The situation was even worse for financial analysts doing monthly reporting and reconciliation. There were three systems with revenue detail – NetSuite, Salesforce, and an Excel spreadsheet – but none of them shared data. To reconcile all the numbers, analysts had to manually export the data from all three sources and use lookup tables to compare figures.
According to the Phenom team, it was a nightmare. They knew there had to be a better way. When a Google search led financial analyst Quinn Satterly to Breadwinner for NetSuite, he knew right away he had found something exciting.
“The implementation was great. It was one of our best experiences getting started with new software. We got the data mapped pretty quickly and the integration started working immediately.”
Leah Speziale
Accounts Receivable Manager, Phenom
Financial Process Overhaul
The Phenom team set out to revamp and streamline its financial operations to better support the company’s rapid growth. In preparation for scaling their business, they needed to implement an optimized and efficient backend process to support their sales and financial operations.
Seamless Financial Management Integration
“The implementation was great, “ said Accounts Receivable Manager Leah Speziale. “It was one of our best experiences getting started with new software. We got the data mapped pretty quickly and the integration started working immediately.”
Seamless Financial Management Integration
The Phenom team worked with Breadwinner for NetSuite to help streamline their financial operations. Breadwinner’s turn-key, flexible, and Salesforce native solution meant that Phenom was able to implement the integration quickly and leverage NetSuite’s capabilities with their Salesforce data.
For the Phenom team, Breadwinner’s purpose-built solution allowed them to optimize their financial data and build a complete, scalable, and adaptable system capable of seamlessly incorporating their order processing into their CRM.
Accelerated Order Processing
Reduced order processing time by eliminating manual data entry between systems. Teams can now process orders directly in Salesforce, with automatic syncing to NetSuite, leading to faster order fulfillment and improved customer satisfaction
Streamlined Financial Reconciliation
Financial analysts now reconcile revenue data directly in Salesforce, eliminating the need for manual exports, lookup tables, and cross-system verification. This has dramatically reduced reconciliation time and improved data accuracy.
Automated Data Synchronization
Implemented real-time data synchronization between Salesforce and NetSuite, eliminating manual data entry and removing risk of human error. Teams can now trust that both systems reflect accurate, up-to-date information.
Benefit for Phenom Sales Team
Sales teams benefit from increased visibility into order and invoice status directly in their CRM. They can track the entire sales process from opportunity to cash without switching between systems.
Benefit for Phenom Finance Team
Finance teams save valuable time and reduce errors by avoiding manual data entry between Salesforce and NetSuite. Without needing to copy and paste data or reconcile information across multiple systems, Finance can focus on higher-value work.
Benefit for Account Managers
Account managers now have complete visibility into order and invoice status, enabling better customer service. They can promptly address any issues without needing to coordinate with the finance team.
Benefit for Financial Analysts
Breadwinner for NetSuite has also become integral to the monthly financial reporting and reconciliation process. No more manual data exports and tedious lookup tables. Phenom’s financial analysts now reconcile Salesforce and NetSuite revenue numbers in Salesforce, saving hours of time and a lot of frustration.
“I would absolutely recommend Breadwinner for NetSuite. It was easy to get up and running and has worked great from day one. We’ve gotten great support from the Breadwinner team, and we’re really happy with the results for our business.”
“I was tired of spending days every month manually reconciling financial data from different systems. I knew there had to be a better way and I found it with Breadwinner for NetSuite.”
Quinn Satterly
Senior Financial Analyst, Phenom
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For more information about Phenom , visit www.phenom.com.
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