Case Study: PCI Enterprises streamlines marketing and billing with SyncApps by Cazoomi

PCI Enterprises - Customer Case Study

PCI Enterprises, a forward-thinking construction industry enterprise with 22 brands, needed a better way to connect its accounting and marketing systems. They used NetSuite for billing and invoicing and Infusionsoft by Keap for campaign management, but managing customer data separately made it harder to segment audiences and keep records aligned. SyncApps by Cazoomi helped address this challenge with integration between the two platforms.

Using SyncApps by Cazoomi, PCI Enterprises implemented bidirectional sync between NetSuite and Infusionsoft by Keap so client records, tags, and field updates could flow automatically between systems. NetSuite saved searches now drive Infusionsoft tags to trigger drip campaigns, and the full sync feature helps keep tags current for the right contacts. The result is a more streamlined marketing and accounting workflow with less manual work and reduced risk of human error.

PCI Enterprises