Salesforce · NetSuite · Customer Lifecycle · Case Resolution · Data Unification
Challenges extracting and merging customer data from Salesforce and NetSuite — poor journey visibility.
Lack of a unified view forced support teams to context-switch between systems, extending resolution time.
Difficulty scaling and reusing customer data effectively across a growing customer base.
No single interface for support teams to view the complete customer lifecycle from opportunity to invoice.
Created a new remote site in Salesforce for cross-system connectivity between Salesforce and NetSuite.
Designed a Visualforce page providing the unified Customer 360 interface consolidating all lifecycle data.
Integrated data flows between Salesforce and NetSuite bidirectionally for real-time sync.
Developed UI components surfacing financial, order, and support data in one screen.
Salesforce + NetSuite customer data in one dashboard.
Enhanced usability of customer data organization-wide.
Case resolution via streamlined data access.
Improved operations via better data management.