Case Study: Keap achieves 300% revenue growth and a 1.5-day month-end close with Oracle NetSuite

Infusionsoft Drives Rapid Growth with NetSuite Cloud Solution

Infusionsoft, a Chandler/Scottsdale-based provider of small business marketing and CRM software, was growing rapidly but couldn’t scale with a patchwork of QuickBooks, Excel and its own systems. Its phone-based sales team needed CRM integrated with order management, and disconnected applications made reporting manual, time-consuming and a barrier to further growth.

After a three-month implementation, Infusionsoft moved to NetSuite (ERP, Revenue Recognition, Advanced Projects, CRM, Incentive Compensation and Fixed Assets) with help from 360 Cloud Solutions and SuiteApps for planning and expense management. Customizations included automated ticket routing to JIRA and an iPad POS app; the consolidated solution delivered full revenue visibility, automated lead-to-order-to-cash and faster project and resource management. Results included 300% revenue growth since go-live, a roughly tripled workforce, and a reduction in monthly close time from up to 12 days to 1.5 days.

Keap