Salesforce CPQ Setup and NetSuite Integration

Client Overview

The client, headquartered in Palo Alto, California, is a leader in AI innovation. Founded by industry luminaries, the company has developed an enterprise-ready AI platform designed to handle complex AI workloads. Their platform delivers pre-trained Foundation Models, enabling organizations to revolutionize their AI and deep learning processes.

The Challenge

The client aimed to implement Salesforce CPQ to streamline their B2B configure, price, and quoting (CPQ) sales processes. They needed to create a Minimum Viable Product (MVP) but faced several challenges:

Key challenges included:

Automating subscription billing for specific sales orders.
Real-time data synchronization between Salesforce CPQ and NetSuite.
Integrating AMAX with NetSuite to track fulfillment, invoicing, and billing.

Mirketa Solution

Mirketa designed and implemented a customized solution:

Key aspects of the solution included:

Automated the subscription billing process using Salesforce CPQ workflows for different sales orders.
Developed a custom two-way integration using REST APIs to enable real-time synchronization between Salesforce CPQ and NetSuite.
Integrated a solution to collect fulfillment data from the SFTP server, process it in NetSuite, and automatically generate invoices against corresponding sales orders.

Value Delivered

40% reduction in manual billing efforts, thanks to the automation of subscription billing.
Real-time synchronization of over 10,000 transaction records per day between Salesforce CPQ and NetSuite.
20% increase in invoicing accuracy, reducing errors and improving operational efficiency.
Improved cash flow management by 30%, with faster invoicing processes from fulfillment to billing.

Client Testimonial

“Mirketa’s integration of Salesforce CPQ with NetSuite has transformed our operations. The real-time sync and automated invoicing have cut down on manual efforts by 40%, and our overall efficiency has dramatically improved.” –VP of Operations, AI Platform Innovators