Case Studies

Case Study - Smartsheet

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Business Goals Sustaining rapid growth and accelerating the business are key objectives for SaaS vendor Smartsheet, which provides a work collaboration platform used by more than 80,000 customers across 190 countries, including 75 percent of the Fortune 500. Smartsheet, founded in 2005, increased revenue 60 percent in 2018, to $177.7 million. As the customer base and revenues grew, the public company (NYSE: SMAR) needed to improve business efficiency while ensuring a superior customer experience. Automating the order-to-cash cycle was a key focus area for Smartsheet. The company wanted to reduce the amount of manual work required to support its soaring sales. Paired with integration, automation would also give Smartsheet's sales reps the timely, accurate information needed to better respond to customer needs. Technology Challenges As sales volume grew, eight employees from Smartsheet's finance team were working full-time to create sales orders in a NetSuite enterprise resource planning system, manually entering data from a Salesforce Sales Cloud application. Meanwhile, sales reps had to wait two days to get a customer invoice from the finance team to address customer inquiries – risking customer dissatisfaction with the delay. Smartsheet needed to integrate NetSuite and Salesforce to automate the order-to-cash cycle. Plus, the company wanted to extend integration to other areas of its business as well. Smartsheet quickly ruled out custom coding as too slow, costly and inflexible. The company selected Boomi for its ease of use, speed of development, and proven connectivity to NetSuite and Salesforce. Smartsheet Transforms Its Sales Order Process with Dell Boomi The fast-growing SaaS vendor has automated its order-to-cash to handle a 2X increase in sales orders while improving customer service. CASE STUDY – SMARTSHEET TRANSFORMATION We can turn integrations around for the business very, very quickly using Boomi's low-code configuration. Twice as fast is very conservative – it's more like three to four times faster. Brett Lemoine, Lead Business Systems Developer, Smartsheet

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