Case Study

A Word of Mouth Referral Saves SalesLoft Accounting Department Over 40 Hours a Week

Customer:
SalesLoft

Industry:
SaaS

Headquarters:
Atlanta, GA

https://salesloft.com

Products used:
CloudExtend Excel Data Management for NetSuite

A SalesLoft employee had used CloudExtend Excel Data Management at a former company and he had experience with the product. He convinced us that there was a better way to update our sales and payment data and we couldn’t be happier with the outcome.
Shady Hadid

Senior Revenue Accountant, SalesLoft

About

SalesLoft’s Modern Revenue Workspace(™) has the most critical tools for digital selling. It’s the one platform that sellers can go to execute and exceed on goals including communicating with buyers, understanding next steps, receiving coaching and getting more insights that lead to more closed deals. Some of the features available: automation and cadence, auto-dialer & messenger, deals, conversations and analytics with reporting.

Background

Salesloft is a sales engagement platform founded in September 2011. Though its original product offering focused on sales development, the company has since expanded its platform to offer functionality for the entire sales organization. SalesLoft has more than 2,000 customers using their sales engagement platform including Square, MuleSoft, Alteryx, and Dell. Based in Atlanta, Georgia, with additional offices in San Francisco, New York, and Guadalajara, Mexico, Salesloft has more than 700 employees and was, recognized as the #1 best place to work in Atlanta.

The Challenge

The SalesLoft accounting team was manually updating all of their sales orders and customer payments, and it was a time-consuming process involving over 40 hours a week. As the company grew and expanded, the accounting department contemplated adding an additional employee to handle the workload. Being a SaaS company, they began to wonder if there was a way to change this process to scale with their growth.

Rather than spending 40 hours a week on tedious data entry tasks, I can do it for only an hour of my day. CloudExtend has made a huge difference in time saved and improved the accuracy of our data.

Shady Hadid

Senior Revenue Accountant, SalesLoft

The Solution

At the recommendation of an employee who had familiarity with CloudExtend Excel Data Management from a former job, SalesLoft decided to trial the CloudExtend Excel Data Management App. They immediately saw that the app would allow them to process their accounting data in a fast Excel environment while also improving the accuracy of their accounting data. There was no disruption to the business and immediately SalesLoft received a return on investment for time and resources. The biggest benefit and most importantly, morale was boosted after increasing the accuracy of their data and saying goodbye to a time-consuming manual process.

The Bottom Line

Implementing CloudExtend Excel Data Management didn’t interfere with the SalesLoft accounting department output at all and became a scalable process. SalesLoft is growing at an accelerated pace, and processes must be fast and accurate to meet growth demands. Manually approved sales orders and customer payments are a thing of the past, and the actual quality of NetSuite data is increased by reducing human errors. CloudExtend Excel Data Management for NetSuite enabled SalesLoft to use powerful native Excel functionality to create new records and update existing NetSuite data directly from within Excel. There is also easy security since roles and permissions are enforced by CloudExtend.

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