How Field Sales Platform Reduced Client Onboarding Time by 30% with Custom NetSuite Integration

Introduction

This case study explores how Satva Solutions improved NetSuite Integration API with Solutions for Field sales platform

Field sales platform, a sales performance platform offering a complete revenue intelligence ecosystem, faced performance issues with its previous NetSuite integration.

The rigi solution and patchy integration between their platform and NetSuite, result in constant deployment and testing for both sandbox and live environments.

Their prior integration provider failed to deliver reliable and scalable solutions, leading to inefficiencies and frustration with their system’s performance.

The Client

Client Name: Field sales platform – Complete Revenue Intelligence Ecosystem

Industry: Software Development (Sales Performance Platform)

Location: Christchurch, New Zealand, New Zealand-hq with operations in Sydney, NSW 2000, Australia.

Field sales platform, a sales performance platform offering a complete revenue intelligence ecosystem, faced performance issues with its previous NetSuite integration.

The rigid solution and patchy integration between their platform and NetSuite, result in constant deployment and testing for both sandbox and live environments.

Their prior integration provider failed to deliver reliable and scalable solutions, leading to inefficiencies and frustration with their system’s performance.

The Challenges

Field sales platform’s legacy NetSuite integration was a rigid and inflexible system that required frequent updates, deployments, and manual testing, which ultimately resulted in wasted resources and delayed go-to-market times.

The existing solution wasn’t user-friendly and didn’t provide the configurable needed to support an expanding client base.

This lack of flexibility and inefficiency led Field sales platform to seek a new partner to provide a more robust, automated, and scalable solution.

Satva’s Solution: Custom NetSuite Integration

Satva Solutions was tasked with recreating the NetSuite integration Solutions for Field sales platform, delivering a more flexible, scalable, and user-friendly solution.

Key aspects of Satva’s solution included:

Thorough Analysis & Custom Pricing: Satva’s pre-sales team conducted an in-depth analysis of Field sales platform’s business needs and existing integration. We proposed a fixed-price model based on integration complexity, ensuring cost predictability and clarity from the start.

Dynamic Field Mapping: To ensure seamless data synchronization between NetSuite and Field sales platform, Satva implemented dynamic field mapping.

This approach allowed for real-time, error-free synchronization of data across multiple systems, eliminating the need for manual configuration.

Scalable Integration Platform: Satva designed and built a scalable integration platform using .NET Core, Azure, C#, and Azure Functions, which ensured Field sales platform could handle growing transaction volumes without the burden of fixed monthly costs.

The platform was designed for flexibility, supporting both SOAP API and SFTP integrations, and provided a highly adaptable solution for Field sales platform’s expanding client base.

Cost Efficiency: The usage-based pricing model allowed Field sales platform to pay only for the resources they used, reducing operational costs and making scaling easier without additional overhead.

Results & Impact

Seamless Integration: The new integration platform now seamlessly handles various client requirements via SOAP API and SFTP, eliminating the issues caused by the previous inflexible solution.

Dynamic Field Mapping: The dynamic field mapping approach ensured real-time synchronization without manual configurations, saving time and reducing human error. This flexibility meant that future integrations could be quickly adapted without needing new configurations for each client.

Cost Efficiency: The new usage-based pricing model enabled Field sales platform to optimize operational costs, providing them with a flexible and scalable solution that grows with their needs.

Reduced Churn Rate: With smoother, more reliable integrations and improved onboarding experiences, Field sales platform saw a significant decrease in churn rate. Clients were able to transition seamlessly, leading to higher retention and satisfaction.

Faster Onboarding: The new platform enabled Field sales platform to onboard clients more quickly, reducing time-to-go-live by up to 30%. This improvement enhanced client satisfaction and allowed Field sales platform to scale more effectively.

Scalability for Growth: Satva’s solution provided Field sales platform with a robust, scalable platform capable of handling increasing transaction volumes, migrating 10 clients from the old, inefficient integration in just 1.5 years, and positioning Field sales platform for future growth.

Client Testimonial: “The team at Satva Solutions took the time to understand our needs and challenges. Their ability to design a scalable and efficient integration platform has been crucial for our growth. We’ve been able to onboard new clients smoothly, and our operational efficiency has improved drastically.” – Jack, Field sales platform Team

Bottom Line

Satva Solutions successfully transformed Field sales platform’s NetSuite integration challenges into a scalable, efficient platform that supports their growing business needs.

The custom solution eliminated manual processes, reduced costs, and positioned Field sales platform for continued growth in the competitive sales performance platform market.

Ready to streamline your NetSuite integration and drive scalable growth? Contact us today to see how Satva Solutions can transform your business operations.

Platform/Technology

• Programming Language: C#
• Development Tech: .NET Framework 8.0(Or higher)
• Cloud: Azure (Service bus, Service bus trigger, Timer Trigger)
• Database: Azure SQL