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A Informatica Case Study
The Australian Institute of Management (AIM) is a non-profit founded in 1941 that serves more than 20,000 members with over 120 management and leadership courses. As part of a multimillion-dollar, cloud-first IT transformation, AIM moved to Salesforce for CRM and NetSuite for ERP and needed a simple, cost-effective way to replace legacy manual processes and custom code by synchronizing data bi-directionally between the two systems.
Using Informatica Cloud to integrate NetSuite and Salesforce, AIM gave sales teams a real-time view of customers and leads, boosting sales effectiveness and cross-selling revenue. The integration automated sales-to-cash workflows (closed opportunities generate invoices), streamlined revenue recognition to save days of manual work each month, and provided a flexible platform to expand integrations with Tableau and Marketo — delivered on time and under budget.
Edward Austin
Senior Solutions Architect