Case Study: Vega achieves paperless order entry and reduced errors with Handshake Corporation

Driving Success with Handshake’s 4-Step Onboarding

Vega, a leader in natural nutrition and performance products with field reps across the U.S. and Canada, was struggling with error-prone paper order forms, fillable PDFs, and a seven-person team re-entering orders from faxes, emails, and calls. Moving to a digital order-entry system was critical, but Vega needed a seamless Netsuite integration, precise data mapping, and an easy, fast adoption process for a large, time-zone–spread sales force.

Handshake provided a Professional account and a dedicated Customer Success Specialist to guide Vega through a four-step onboarding—discovery, account setup (including exact data mapping to Netsuite), admin training, and sales rep training. The customized rollout eliminated manual data entry, cut errors, enabled instant order sync and customer-specific pricing, freed data-entry staff for revenue work, and produced rapid rep adoption with ongoing support.

Vega

Lindsay Jesseau

Director of Customer Experience