Pathlock

Customer

Pathlock serves large businesses with sophisticated security requirements. Unlike typical systems, Pathlock continuously monitors all apps, focusing on sensitive data and transactions. Pathlock is a center for collaboration among various security teams, allowing them to make educated decisions to safeguard essential business applications, data, and processes. 

Summary

Pathlock was considering integrating their Salesforce CRM with NetSuite ERP using Folio3 Salesforce Connector for NetSuite to eliminate manual data entry and enable them to close sales and pursue opportunities more quickly and effectively.

The Challenge

Pathlock partnered with Folio3 to integrate the Folio3 Salesforce Connector for NetSuite because they used two systems, i.e., NetSuite (for inventory and accounting) and Salesforce (for customer relationship management). Both the systems were working in silo, which created operational and execution problems. This disconnect caused delays in service delivery for their customers.

Solution

  • Sync Salesforce accounts and contacts as NetSuite customers and contacts and vice versa.
  • Two-way sync of Sales Orders between NetSuite and Salesforce to automatically synchronize associated account/customer.
  • Export Product/Item data, including inventory levels and item pricing details, from NetSuite to Salesforce.
  • Import Product/Item data and item pricing (single price level and currency) from Salesforce into NetSuite.
  • Provide both automated and on-demand real-time data sync options.
  • Maintain a complete log of all tasks performed in NetSuite.
  • Import closed/won Salesforce Opportunities (for new sales and renewals) into NetSuite as Estimates.

Result

Folio3 integrated NetSuite Salesforce Connector for Pathlock. This integration aimed to optimize NetSuite and Salesforce for seamless data flow with connector integration. Folio3 significantly eliminated operational bottlenecks caused by disconnected systems and helped Pathlock ensure timely customer service.

Ready to optimize your business with NetSuite ERP? Collaborate with Folio3 for a seamless implementation.

Folio3 is a recognized and authorized NetSuite partner specializing in SuiteSuccess, SuiteCommerce and ERP Implementation. Similarly, it excels in the domain of integrations and customizations in NetSuite