Ready Seal Streamlines Salesforce Adoption with Celigo’s Integration Platform
Technology Category
- Application Infrastructure & Middleware - Data Exchange & Integration
- Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Functions
- Maintenance
- Sales & Marketing
Use Cases
- Supply Chain Visibility
- Tamper Detection
Services
- System Integration
About The Customer
Ready Seal is a company based in Lewisville, Texas, specializing in wood stain and sealer products. They sell their products to distributors, wholesalers, and hardware stores nationwide and have recently begun expanding into Canada and the Caribbean. The company uses NetSuite to process orders from its distributors and wholesalers. However, they found that NetSuite’s native CRM capabilities did not meet their needs, leading them to seek a better CRM solution that could be accessed remotely from mobile devices. This led them to consider adopting Salesforce as their CRM service provider.
The Challenge
Ready Seal, a company specializing in wood stain and sealer products, was facing a challenge in adopting Salesforce as their CRM service provider. The company used NetSuite to process orders from distributors and wholesalers, but their sales organization needed a better CRM that could be accessed remotely from mobile devices. NetSuite’s native CRM capabilities did not meet their needs. However, using a separate CRM from their ERP systems would create a gap in associating orders to emails and limit data access within the organization. The challenge was to find a way to synchronize Salesforce with NetSuite quickly and easily.
The Solution
To solve this challenge, Ready Seal turned to Celigo, a well-known and trusted service provider recommended by their service providers. Celigo offered a pre-built Salesforce-NetSuite Integration App that perfectly fit Ready Seal's requirements. This app allowed Ready Seal to integrate Salesforce and NetSuite right out of the box without adding any logistical challenges. The integration gave Ready Seal’s sales organization total visibility into their customers’ activity. Once an order was placed into NetSuite, Celigo took over and synchronized it back to Salesforce, providing sales reps with all the invoice information and other details. This automated data exchange greatly improved Ready Seal’s operational efficiency and internal cohesiveness.
Operational Impact
Quantitative Benefit
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