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Sales Order Wizard

Challenge

The sales executives at a leading company faced several hurdles when creating purchase orders (POs) in the accounting system after closing a sale:

  • Manual Order Creation: Sales executives had to manually enter purchase orders into the accounting system, which was time-consuming and error-prone.
  • Multiple Accounts and Security Concerns: The necessity to create multiple accounts in the accounting system for each sales executive raised significant security concerns.
  • Training Complexity: Training new sales executives on how to create purchase orders was challenging due to the use of technical accounting terminology.

Solutions

To address these challenges, Softcial developed an external application within HubSpot. This application seamlessly connects with NetSuite, allowing sales executives to create purchase orders without leaving HubSpot. The key features of this solution included:

  • Custom Application Development: The application was built by using Angular and hosted in HubSpot.
  • Seamless Integration with NetSuite: Using the NetSuite SuiteTalk REST API, the application automated the creation of purchase orders directly from HubSpot.
  • User-Friendly Wizard: A step-by-step wizard guided sales executives through the purchase order creation process, eliminating the need for deep technical knowledge of accounting.

Outcome

The implementation of the Sales Order Wizard brought about several notable improvements:

  • Simplified Business Rules: The wizard simplified the complex business rules related to sales orders, significantly reducing the training time for new sales executives.
  • Reduced Licensing Needs: By enabling purchase order creation within HubSpot, the need for additional NetSuite licenses was minimized, leading to cost savings.
  • Accelerated Sales Closure: The automated process sped up the sales closure process and eliminated common errors in purchase order creation within NetSuite.
  • Increased Focus on High-Level Tasks: With less time spent on administrative tasks, the sales team could focus more on strategic, high-level activities.

Technologies:

Azure Functions, Azure Queues, Hubspot REST API, Netsuite SuiteTalk REST API, Netsuite Suitescript, Netsuite SuiteQL, Webhooks, OAuthentication 2.0, Visual Charts