技术
- 功能应用 - 企业资源规划系统 (ERP)
- 平台即服务 (PaaS) - 应用开发平台
适用行业
- 金融与保险
用例
- 时间敏感网络
服务
- 系统集成
关于客户
Swapcard 是一款由人工智能驱动的一体化活动和配对平台,可举办有影响力的面对面、虚拟和混合活动,简化活动制作以创造更多价值。该公司成立于2013年,在全球拥有200多名员工。过去几年,交换卡每年都以两位数的速度增长。该公司总部位于佛罗里达州棕榈海岸,从事 SaaS/软件行业。他们在运营中使用 Salesforce、NetSuite 和 Tableau 等产品。
挑战
Swapcard 是一家快速发展的公司,由于不同国家的各个会计团队采用多种应用程序,因此面临着挑战。这导致缺乏对其现金状况的可见性、频繁的人工错误以及会计师将 95% 的时间花费在与分析和报告无关的任务上。此外,该公司还采用了 Salesforce,这需要一定程度的定制,这使得该公司在所有系统上提供完整、准确数据的能力变得更加复杂。该团队决定启动一个项目,以尽可能整合会计解决方案,并在需要时集成其余系统。
解决方案
为了应对这些挑战,Swapcard 聘请了专门提供 NetSuite ERP 服务的法国系统集成商 Iniwave。 Iniwave 的首要任务是将全球会计系统整合到 NetSuite ERP 中,包括计费模块。 Swapcard 决定继续使用 Salesforce 作为公司的 CRM,但在 ERP 和 CRM 之间实现报价到现金流程的自动化非常重要。为了实现这一目标,Iniwave 引入了 Celigo 作为集成平台,以实现整个企业流程的自动化。第一步是将 Salesforce CRM 和计费模块与 NetSuite 的 ERP 和 SuiteBilling 模块集成。 Swapcard 在短时间内整合了不同国家的多种会计工具,并将其与关键应用程序集成。
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