GetBusy 通过 Celigo 集成解决方案进行运营转型
技术
- 应用基础设施与中间件 - 数据交换与集成
- 应用基础设施与中间件 - 中间件、SDK 和库
适用行业
- 建筑物
- 水泥
适用功能
- 销售与市场营销
用例
- 楼宇自动化与控制
- 租赁金融自动化
服务
- 系统集成
关于客户
GetBusy 是一家专门从事文档管理和生产力应用程序的软件公司。该公司已有 20 多年的经营历史，拥有超过 61,000 家客户和超过 100 万用户。他们已在全球范围内扩张，在英国、澳大利亚和美国设有业务部门。他们的业务模式采用自定义配置，这意味着没有两笔交易是相同的，因为产品和定价针对每个客户都是个性化的。这使得获取发票和账单数据对于帮助销售团队准确评估追加销售机会和现有客户的请求至关重要。该公司在伦敦证券交易所上市，股票代码为 GETB。
挑战
GetBusy 是一家专门从事文档管理和生产力应用程序的软件公司，其本土 ERP/CRM 系统面临着挑战。该系统效率低下，导致访问数据变得困难，尤其是当销售人员在外奔波时。几乎不可能找到发票或查看每个客户使用的产品，导致无法了解每个客户和潜在客户的状态。这对 GetBusy 的业务模式来说是一个重大挑战，该模式采用自定义配置，为每个客户提供个性化的产品和定价。为了实现运营现代化，GetBusy 选择 Zendesk 进行支持和客户成功管理，选择 NetSuite 进行 ERP，选择 Salesforce 进行 CRM。然而，仅仅迁移到这些新应用程序并不能解决所有问题。他们需要在这些应用程序之间实现完整的数据同步，这意味着需要在 Salesforce 中访问来自 NetSuite 的客户发票和账单，以便准确评估每笔交易的自定义定价。此外，Chargebee 上处理的其他产品线和 SaaS 业务模型的定期计费也需要与 NetSuite 集成。
解决方案
为了解决集成挑战，GetBusy 转向 Celigo 的 Integrator.io 平台。 Integrator.io 受到 NetSuite 的推荐，提供公平且可预测的定价、预构建的流程以及构建可定制集成的能力。借助预构建的集成应用程序，GetBusy 能够快速集成 Zendesk-NetSuite 和 Salesforce-NetSuite，解决了许多有关数据访问、自动同步和客户可见性的直接问题。然后，他们使用 Chargebee 构建了计费流程的自定义集成流程，完成了运营转型的最后一步。该平台的可视化、非向导驱动界面使得构建集成流程变得简单明了，即使对于拥有大量技术专业知识和集成经验的团队也是如此。通过预构建和定制集成的结合，GetBusy 实现了他们想要的现代运营转型，使他们能够扩展其定制定价模型，并继续获得高利润和巨大成功。
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