Accelerating core sales and accounting workflows, incorporating new acquisitions, and improving data visibility enterprise wide with Jitterbit technology
Facing internal needs to streamline operations and onboard acquisitions
Jitterbit was founded in 2003 by a small group of software engineers working to develop an easy-to-use data integration platform. Now operating across locations in the United States, the United Kingdom, the Netherlands, Latin America, Australia, and India, the company remains focused on its core objective: making it fast and easy for businesses to integrate data and drive innovation.
As Jitterbit continues to expand, it has its own integration demands to address. The company’s CRM and ERP systems need to work together seamlessly to support its business-critical operations, including its sales and accounting functions. Plus, in the follow up to new business acquisitions, Jitterbit has to move quickly in bringing different legacy systems and applications together in a single unified IT environment.
“As we look to merge the acquired entities, we have to take all the data and get it into one place,” says Christina Jacobsen, Jitterbit Director of Sales Operations. “I have to be able to look at how we’re doing as a company holistically. If I don’t have all that data in one platform, how can I provide a picture of what next quarter will look like across all regions?”
“When you build integrations to scale as you grow, you don’t have to assemble a huge team. Without our integrations, we’d need two times the number of people providing backend support, at minimum.”
— Christina Jacobsen, Director of Sales Operations, Jitterbit
Integrating key systems and incorporating acquisition data with the Jitterbit platform
Jitterbit faced a complex series of connectivity projects, including the integration of its Salesforce CRM system with its NetSuite ERP application and the onboarding of business data from its recent expansion in the Asia Pacific (APAC) region. To perform the integration and smoothly incorporate the acquisition data, the company employed its own proven technology.
Before tackling the Salesforce and NetSuite integration, the Jitterbit team discovered that, first, it needed to strategically rethink and reengineer its workflow for entering and managing order data. “The hardest part of an integration is identifying gaps in the process,” says Jacobsen. “When you’re typing up orders in Word, all of the data isn’t going into Salesforce. We had to take a step back and drive a whole order management process to have people use Salesforce to create order forms. This would queue us up to integrate Salesforce to NetSuite.”
The effort proved highly beneficial, creating and enforcing an effective order entry process that captures all required data. With the new practice in place, the team built the integration, which allows sales reps to enter data just once in the Salesforce application for access in the NetSuite environment as well. By automatically syncing customer, account, contact, and order data, the solution eliminates manual data entry and greatly accelerates the process of creating sales orders.
Jitterbit also successfully leveraged its technology in incorporating the new business data from its APAC acquisition. “We used Jitterbit to migrate the APAC data into our Salesforce CRM,” says Jacobsen. “And by getting APAC off its ERP system onto NetSuite, we were able to change the integration to point to two different environments, Jitterbit’s main operations and its new APAC location.”
Transforming processes, keeping operations lean, and thriving as a business
By building integrations for its key business systems, Jitterbit transformed time-consuming tasks that previously involved significant manual effort. “A salesperson would create a quote in Salesforce, email it to Billing, and Billing would copy and paste every line into NetSuite to create the order and invoice there,” says Jacobsen. “Now, we enter the data in Salesforce and it’s pushed to NetSuite. It’s fully streamlined.”
The newly integrated systems and automated workflows provide immense time savings for Jitterbit team members. “By streamlining processes and automatically syncing order data between our CRM and ERP systems, we cut the time to create orders and invoices in half – from up to 25 minutes down to 10,” says Jitterbit Accountant Rupa Prajapati.
Greater overall efficiency allows Jitterbit to do more with less, keeping its teams lean even as its business grows and thrives. “When you build integrations to scale as you grow, you don’t have to assemble a huge team,” says Jacobsen. “Without our integrations, we’d need two times the number of people providing backend support, at minimum.”
Driving proactive customer interaction and bringing teams on board faster
Jitterbit’s integrated business environment allows for accurate forecasting and reporting across its expanding global operations. And enhanced visibility into sales accounts drives more proactive, helpful interactions with customers. For example, if a business has signed up for a trial of the Jitterbit platform but hasn’t started using it, an account rep can reach out to see if guidance or support is needed.
Plus, as Jitterbit’s merger and acquisition (M&A) activities continue, bringing new teams and staff on board is far easier with integrated systems and workflows. “Everyone is doing the same thing across the company and entering data into the same place,” says Jacobsen. “It’s easy to onboard when everyone knows what the processes are.”
Optimizing workflows while maintaining flexibility
And an unexpected benefit of integration projects? The chance to identify areas for greater efficiency. “Integrations force you to think a certain way and essentially perform a gap analysis,” says Jacobsen. “They enforce discipline to do things more effectively. If you’re a salesperson, would you rather have 10 emails to deal with or just click the mouse a few times in Salesforce and go on about your day?”
“By streamlining processes and automatically syncing order data between our CRM and ERP systems, we cut the time to create orders and invoices in half – from up to 25 minutes down to 10.”
– Rupa Prajapati, Accountant, Jitterbit
While useful as a forcing function for process optimization, Jitterbit’s integration technology can also easily accommodate a company’s existing processes. An organization that prefers to rely on one specific platform as the source of truth for multiple critical business functions can continue to do so, for example. “With Jitterbit, you’re not committed to a fixed way of doing things,” says Jacobsen. “It’s modifiable and customizable to fit your business and how it runs.”
Looking forward, Jitterbit plans to use its technology to bring data into a warehouse environment for advanced analytics. And as the company grows, it will continue relying on its own technology to seamlessly incorporate M&A data and optimize its business operations. “We run our business on Jitterbit,” says Jacobsen. “We’re putting our money where our mouth is.”
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