They are a global non-governmental organization (NGO) with headquarters in New York City and operations all over the world. They make a significant contribution to environmental certification for long-term sustainability in forestry, agriculture, and tourism. They run a training and certification programme to train farmers and people, as well as provide a certificate seal that informs consumers about business practices based on certain standards they set.
The customer’s main challenge was the involvement of multiple systems and manual labour. The organization uses the Classy application for fundraising and has also moved to Salesforce. The entire prospect-to-vendor-to-customer transition was handled manually. Data synchronization between Netsuite and the accounting team was also done manually.
In general, the nonprofit was having trouble mapping and tracking its finances. Managing financial insights and tracking where the fund came from and where it was invested took time and effort.
The integration of NetSuite ERP and Salesforce CRM benefits the nonprofit's overall business process. This integration has also helped the nonprofit organization reduce overall system costs by consolidating their various systems into one platform. The integration has also resulted in a significant increase in productivity.
With Salesforce and Netsuite integration the business now enjoys an overall improvement in operations.
The business has now automated process, which results into faster and more efficient working.
The business benefits from a faster and more efficient lead to invoice process as a result of improved data accuracy due to automation.