Client Overview
NBS (formerly National Building Specification) is a leading UK-based construction technology platform that has been shaping the built environment for over 50 years. Established to standardize and improve building specifications, NBS has evolved into a digital-first organization supporting architects, engineers, and construction professionals.
From publishing trusted specification guidance to delivering cloud-based tools like Chorus, NBS enables teams to create accurate, collaborative, and compliant project documentation. It plays a critical role in connecting design and product data across the construction lifecycle. Today, NBS continues to drive innovation in specification management, helping the industry build smarter, safer, and more efficiently.
Business Objective
The client’s primary objective was to establish Salesforce as the single, centralized source of truth for customer and revenue data while ensuring seamless synchronization with NetSuite. They wanted to eliminate manual intervention between sales and finance, enable real-time opportunity-to-cash visibility, and improve forecasting accuracy. Beyond integration, the goal was to build a scalable, automated framework that would support business growth, enhance collaboration between teams, and empower sales with complete financial transparency directly within Salesforce.
Challenges Faced
Despite leveraging industry-leading platforms, several integration gaps created friction.
1. Disconnected Sales and Finance Data
Salesforce and NetSuite operated independently, resulting in inconsistent customer records and duplicate data entries.
2. Manual Order Creation
Closed-won opportunities in Salesforce required manual re-entry into NetSuite, leading to increased errors and delayed billing cycles.
3. Lack of Real-Time Visibility
Sales teams had no access to invoice or payment status inside Salesforce, limiting their ability to manage customer relationships effectively.
4. Reporting Inconsistencies
Finance and sales teams generated reports from different systems, leading to mismatched numbers and reduced trust in forecasting.
5. Scalability Constraints
Point-to-point integrations were not sustainable for long-term growth or future system enhancements.
How NeosAlpha Helped?
As Salesforce Partner, we designed a Salesforce-first integration architecture that positioned CRM as the central revenue command centre while enabling seamless, bi-directional synchronization with NetSuite.
1. Salesforce-Centric Integration Architecture
Our team designed a Salesforce-first integration framework that positioned Salesforce at the centre of the revenue lifecycle. Instead of treating CRM and ERP as separate systems, we built a connected ecosystem where Salesforce became the operational command centre for customer and sales data.
2. Automated Opportunity-to-Order Workflow
We automated the flow of closed-won opportunities from Salesforce to NetSuite, enabling seamless creation of sales orders without manual re-entry. This significantly reduced processing delays and removed dependency on manual coordination between teams.
3. Real-Time Financial Data Synchronization
Invoice status, payment information, and order updates from NetSuite were synchronized back into Salesforce. Sales teams gained complete visibility into financial data directly within the CRM, allowing them to make informed decisions and manage customer relationships more effectively.
4. Data Governance and Monitoring Framework
Using Boomi, we implemented structured data validation, error handling, and monitoring mechanisms. This ensured high data integrity, proactive issue resolution, and reliable system performance.
5. Scalable and Future-Ready Design
The integration was architected using reusable components and API-led connectivity, allowing the client to extend integrations to additional platforms without disrupting the core revenue workflow.
Technology Used
- Salesforce
- NetSuite
- Boomi
Results
1. Automated Revenue Operations
Manual data entry between Salesforce and NetSuite was fully eliminated, streamlining the opportunity-to-cash cycle.
2. Unified Customer Visibility
Sales teams now access real-time billing and payment data within Salesforce, improving customer communication and follow-up speed.
3. Accurate Revenue Forecasting
With synchronized CRM and ERP data, sales and finance operate on consistent reports, improving forecasting reliability.
4. Reduced Errors
Automation significantly lowered discrepancies, improving data accuracy across departments.
5. Scalable Integration Foundation
The organization now operates on a future-ready integration framework that supports expansion and long-term growth.
