About our client
Discover how dotSolved improved financial operations and data accuracy through a comprehensive NetSuite Health Check for a leading U.S.-based Construction & Services company.
Challenges
- Misaligned customer records between Salesforce and NetSuite created data inconsistencies
- Invoices were issued to each individual property (child account) instead of the parent company, leading to excess volume
- Fragmented billing caused customer confusion and slowed collections
- Inaccurate fee entries for location-specific services impacted financial reporting
Solution
- Established a one-to-one sync between Salesforce and NetSuite customer records
- Automated customer data updates using a Celigo-based integration post Salesforce account merges
- Improved Salesforce data entry processes to ensure accuracy of location-based fees
- Transitioned the client to a parent-level consolidated invoicing model
Results
- Transitioned to a parent-level billing model, resulting in a 65% reduction in invoice volume and improved customer clarity.
- Achieved 100% synchronization between Salesforce and NetSuite customer records, ensuring consistent and reliable information across systems.
- Minimized billing-related customer inquiries by 40%, enhancing customer satisfaction and reducing strain on support teams.
- Improved data quality and automation led to a 30% increase in finance team efficiency, accelerating billing cycles and decision-making.
