How PPA Accounts Migration from Salesforce to NetSuite Raises CRM
Electronic Appliances | USA
Client Portfolio
One of our clients is a USA-based LED manufacturing company. They are a pioneering firm in production and application. They also serve a wide range of commercial, hi-tech industries.
They came to us with a request to migrate their data from Salesforce to NetSuite. They required quick and easy access to item pricing details using NetSuite’s CRM (Customer Relationship Management) capabilities.
Problem Statement
They have been using Salesforce to manage their customer data, sales orders and pricing agreements. They include PPA (Purchase Price Agreement) accounts. The client is fully aware of the benefits of NetSuite CRM. That is why they wish to migrate information for improved data readability and for customization.
The client also wanted a solution to optimize their processes. They included those related to PPA accounts, item pricing, and customer visibility within their sales orders.
What We Suggested
Our experts suggested a multi-faceted approach to address the client’s challenges. The intervention also had a successful Salesforce to NetSuite migration in mind. Our suggestions included:
•CSV (Comma Separated Value) File Import to NetSuite: This involves utilizing the software platform’s data import functionality. We did this to efficiently bring in large datasets.
•Custom Record Creation:Our experts developed customized records and fields. They did this within the cloud-based software to accommodate PPA agreements, unique customer information and product information.
• PDF (Portable Document Format) Printing Capability:Enabled users to print order details as PDF documents directly from NetSuite, enhancing document management and customer communication.
• Dynamic Pricing: Configured the solution to automatically populate item prices in sales orders based on the associated PPA account
Customers can now see different prices for each item within the same sales order, improving pricing transparency and accuracy.
Challenges:
The migration process came with its own challenges:
• Data Transformation: Adapting and mapping data from Salesforce to NetSuite’s data structure required careful planning and execution, especially for PPA migration.
Customer Success
By implementing our solution, the LED manufacturer achieved several key benefits which include:
• Time Optimization: As the item price auto-populates in the sales order based on the PPA account, it reduced the manual checking process and thus saved time.
• Increased Readability: Clear and structured records made it easier to manage and track PPA accounts and customer data.
• Enhanced Customer Experience: Clients now see precise pricing in sales orders, which helps them choose the most appropriate price for an item.
• Improved Collaboration: Customers can easily share order details with other stakeholders, fostering collaboration.
Key Achievements:
• 80% increase in data readability
• Significant reduction in Manual work
Way Forward
With automated processes, dynamic pricing and improved customer visibility, the client now operates more efficiently and provides a superior shopping experience for their customers. The migration of PPA accounts from Salesforce highlights the value of a well-executed transition.
This move to a platform aligns more closely with a company’s evolving needs. It enhances success and customer satisfaction. Our team of experts is ready to assist you with your specific requirements. Contact us today to discuss your unique needs and experience the difference!
