Celigo > Case Studies > Lightbend Streamlines Operations with Celigo's Salesforce-NetSuite Integration

Lightbend Streamlines Operations with Celigo's Salesforce-NetSuite Integration

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Technology Category
  • Application Infrastructure & Middleware - Data Exchange & Integration
  • Application Infrastructure & Middleware - Middleware, SDKs & Libraries
Applicable Industries
  • Cement
  • Finance & Insurance
Applicable Functions
  • Procurement
  • Sales & Marketing
Use Cases
  • Leasing Finance Automation
Services
  • System Integration
About The Customer
Lightbend is a computer software company based in San Francisco, CA. Founded in 2010 by Martin Odersky, Jonas Bonér, and Paul Phillips, the company specializes in providing scalable, high-performance microservices frameworks and streaming engines for building data-centric systems optimized for cloud-native infrastructure. Lightbend has strategic partnerships with IBM, Red Hat, and Accenture, and its clientele includes 27 of the Fortune 100 companies. The company uses Salesforce as its CRM and NetSuite as its basic accounting system.
The Challenge
Lightbend has been experiencing steady growth, which led to the company outgrowing its existing accounting software. The company's billing and revenue recognition processes were very manual, leading to inefficiencies and errors. The company wanted to integrate Salesforce, its CRM, with NetSuite, its accounting system. However, due to the manual nature of the work, data synchronization between Salesforce and the accounting system was error-prone. The company was expecting more volume growth and was struggling to keep track of its sales and billing information, leading to missed opportunities and challenges.
The Solution
Lightbend chose Celigo as its integration solution after receiving positive feedback from others who had experience with it. Celigo enabled a complete workflow between Salesforce and NetSuite, allowing Lightbend to easily reconcile its orders in NetSuite against what had been closed won in Salesforce. The company used Celigo to export its sales orders to NetSuite and then process them. Basic information from NetSuite was pushed back to Salesforce if it was about the order or if it had been closed. Contract renewals were set up in NetSuite, and renewal quotes were pushed back into Salesforce. This integration provided real-time data synchronization, ensuring that both the finance and sales teams at Lightbend had up-to-date and accurate information.
Operational Impact
  • The integration of Salesforce and NetSuite through Celigo has been highly beneficial for Lightbend. The real-time data synchronization has ensured that both the finance and sales teams have access to up-to-date and accurate information. This has eliminated the errors that were previously caused by manual data synchronization. The company can now easily reconcile its orders in NetSuite against what has been closed won in Salesforce, streamlining its operations. The integration has also facilitated the setting up of contract renewals in NetSuite and the pushing of renewal quotes back into Salesforce, further enhancing the efficiency of the company's operations.

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