The client was dealing with several roadblocks that were impacting their daily processes and customer experience. Sales orders and invoices had to be manually entered into separate systems, which slowed down work and often led to errors. The sales team lacked access to up-to-date inventory information, making it difficult to provide accurate quotes or manage shipping timelines effectively.

Additionally, pricing data was not always synchronized, resulting in inconsistent quotes and challenges in maintaining accurate margins. To complicate matters further, the team relied on multiple tools for quoting, which added unnecessary complexity to their workflow and made it harder to get work done smoothly. These challenges were creating delays and frustrations that needed to be addressed.

Redtag implemented a Salesforce-NetSuite integration using MuleSoft, creating a bidirectional data flow that addressed the client’s pain points. This integration ensured that sales orders from Salesforce were automatically pushed to NetSuite, while invoice and inventory data flowed back to Salesforce in real time.

Solutions Implemented

• Implemented a bidirectional integration between Salesforce and NetSuite using MuleSoft, ensuring seamless data flow for sales orders, invoices, inventory, and pricing.
• Developed a system to provide instant updates on stock availability, including non-stock and back-ordered items, directly within Salesforce.

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• Configured automated synchronization of pricing and cost data between NetSuite and Salesforce to ensure quotes always reflect the latest margins.
• Replaced the client’s multi-tool quoting process with a unified system within Salesforce, eliminating the need for additional logins and manual data entry.
• Built custom dashboards and reporting tools in Salesforce to provide real-time insights into sales performance, including channel-specific and dealer-level metrics.