Actian automates “quote-to-cash” and enables TE21 to focus on growing their business
Customer Company Size
SME
Region
- America
Country
- United States
Product
- Actian Salesforce Connector for NetSuite
- NetSuite
- Salesforce
Tech Stack
- ERP Systems
- CRM Systems
Implementation Scale
- Enterprise-wide Deployment
Impact Metrics
- Productivity Improvements
- Cost Savings
Technology Category
- Application Infrastructure & Middleware - API Integration & Management
Applicable Industries
- Education
Applicable Functions
- Sales & Marketing
- Business Operation
Use Cases
- Supply Chain Visibility
- Predictive Replenishment
Services
- System Integration
- Software Design & Engineering Services
About The Customer
TE21, Inc. is an education company that offers assessments aligned with College- and Career-Ready Standards/Common Core State Standards (CCSS), intervention, professional development, as well as other education improvement efforts for schools and districts. Its educators and support staff members are committed to partnering with their customers to improve the educational experience of students. TE21 is known for providing excellent training for every product it represents or develops. As TE21 grew and developed more complicated business processes, they found themselves outgrowing their manual QuickBooks solution and desired a more in-depth, robust and automated process.
The Challenge
TE21, an education company, was facing challenges due to its growth and the development of more complex business processes. They were outgrowing their manual QuickBooks solution and needed a more robust and automated process. The company also needed a CRM system that could enable a true “quote–to–cash” process starting with sales, which could be easily connected to their financial billing, collection, and reporting system. The challenge was to find a solution that could handle the growing business's challenges.
The Solution
TE21 began tackling this issue by researching ERP systems with the ability to seamlessly integrate with a CRM system and landed on NetSuite and Salesforce. After 6 months of customization between NetSuite and Salesforce, Actian successfully integrated the two systems and TE21’s new automated process was up and running in time to meet their end of fiscal year goal. The Actian Salesforce Connector for NetSuite was used for this integration, providing automatic data synchronization between Salesforce and NetSuite. The connector is preconfigured to handle end-to-end lead-to-cash process across standard NetSuite and Salesforce. For additional requirements, users have the ability to further customize the integrations, cutting down on lengthy integration cycles with external vendors.
Operational Impact
Quantitative Benefit
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