Case Study: Smartsheet achieves 2X sales-order scalability and faster customer service with Boomi

Smartsheet Transforms Its Sales Order Process With Boomi

Smartsheet, a fast-growing SaaS work-collaboration provider used by more than 83,000 customers (including 75% of the Fortune 500), faced a scaling bottleneck in its order-to-cash process. Eight finance staff were manually entering sales orders from Salesforce into NetSuite and sales reps waited up to two days for invoices, so the company needed an integrated, automated solution rather than costly custom coding.

Smartsheet chose Boomi’s low-code integration platform with prebuilt connectors for NetSuite, Salesforce and other systems, speeding development 2–4× and automating order-to-cash and related workflows. As a result, Smartsheet scaled to 2× sales order volume without adding staff, eliminated the two-day invoice delay, improved sales responsiveness, and extended integrations (e.g., FinancialForce) while giving business users self-service visibility into integrations.

Smartsheet

Brett Lemoine

Lead Business Systems Developer