Install, dont build
Prebuilt integrations that just work
Nicole Punelli
MIS Manager
The Celigo integration has allowed me to do the job that I was hired to do – strategic planning, quota setting, sales structure, and compensation – rather than on invoicing and billing.
Unexpected benefit
An unexpected benefit of the Celigo integration was business process improvements. The integration project forced Nicole and her team to re-validate and re-adjust their current workflows. As a result, they made improvements to make sure their sales and billing processes had the scalability to meet Headspace’s rapid pace of growth.
Nicole estimates that the Salesforce to NetSuite integration saves the finance team about 15 hours per month; this is time that they can now spend on other projects.
15 hours saved each month
Since only the Salesforce data entered by Sales reps needed to be validated, there was no need to manually review each sales contract, improving overall accuracy and having to spend less time on billing.
Manual Duplication of data was
completely eliminated
Solution
The Challenge
Early last year the sales team at Headspace adopted Salesforce as their customer relationship management (CRM) platform while the finance team brought in NetSuite as their enterprise resource planning (ERP) system. When Nicole Punelli joined as the Sales Finance Manager, she immediately recognized the burden of having sales and finance manually re-entering data into the two separate applications. In addition to time spent on data entry, the manual activities opened the door to human-errors that led to longer billing and reconciliation cycles.
