NeosAlpha
94 Case Studies
A NeosAlpha Case Study
NBS, a leading UK-based construction technology platform, faced challenges with disconnected systems between Salesforce and NetSuite. This disconnection resulted in inconsistent customer data, manual order creation processes, and a lack of real-time financial visibility for sales teams. To build a single source of truth, they engaged NeosAlpha for a CRM-ERP integration service.
NeosAlpha implemented a Salesforce-centric integration architecture that automated the opportunity-to-cash workflow. This solution eliminated manual data entry, synchronized financial data in real-time, and provided a scalable framework for future growth. The results for NBS included fully automated revenue operations, unified customer visibility, and significantly improved forecasting accuracy. NeosAlpha's integration provided a reliable foundation for the client's long-term business expansion.