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Automate Sales Order Creation
First, we created an integration that would automatically create sales orders in NetSuite from closed won deals in Salesforce. This replaced a typical 3 day delay on orders. It opened the gateway for syncing data between the two systems.
Syncing Fulfillment Status
Next, we built a sync back from NetSuite to send regular updates for orders back into Salesforce. This allowed the sales team to be in the know on orders without messaging the Operations team for every order.
Syncing Invoice Data
Third, we built a sync for invoice data back into Salesforce so that the sales and finance team could be aligned on updates in invoices and payment statuses.
Track Fulfillment By Line
Finally, we built out a process to track fulfillment by each individual product line. This allowed us to run revenue recognition on a line by line basis and track partial fulfillments.
Kevin’s work with Dedrone has fostered a collaborative sharing environment throughout the individual portions of the organization he has worked with. I attribute his and Erabond’s success to their ability to gather and verify customer requirements and communicate clearly and effectively with all of our business units. Finance and sales operations have seen our quote-to-cash process timeline greatly reduced as a direct result of his work with NetSuite and SFDC. I have no doubt that Kevin can embed with any business unit and quickly show where process/automation/data consolidation efforts can be undertaken to save time, money, and most importantly; wasted effort. On the Sale Operations side, we’ve seen decreased errors in sales orders, commission values in the CRM, and back-end confusion on products from production.
Director of Sales Operations, Dedrone by Axon
Kevin has done a tremendous job bringing efficiency to our organization. His work integrated our CRM (Salesforce) and ERP (NetSuite), eliminated multiple manual processes. This improved data accuracy in our ERP and reduced the "time to load from CRM To ERP" from ~3 days to mere seconds. Furthermore, his integration work has improved data accuracy in our CRM for fulfillment data and greatly reduced manual processes. He is responsive, professional and communicates very clearly. His video guides and documentation are always shared widely across the relevant teams/groups.
Director of Strategy & Business Operations, Dedrone by Axon
Kevin has played an integral role in building speed, efficiency and accuracy in Dedrone’s Sales and Operations workflow with two key automations: 1) Sales Order creation in NetSuite; and 2) back feeding Fulfillment and Shipping details from NetSuite to Salesforce. Kevin was able to jump into this project and develop a quick understanding of our business procedures and system structure. During the last two months, we have relied on Kevin’s technical and system skills to pivot to other ad hoc projects required for the acquisition including revamping our Purchase Order Approval workflow setup and Packing Slip design in NetSuite.
Finance Controller, Dedrone by Axon
Kevin did an excellent job automating the sales order import process from Salesforce to NetSuite. I used to do this manually and it would generally take 1-2 hours per week (sometimes longer if there were import errors). The new process runs smoothly and automatically. Kevin is also very quick to respond to questions/requests from myself and the rest of the finance team.
Accounting & Finance Manager, Dedrone by Axon