Advanced Billing Schedules CRM
“Being able to know our financial position anywhere at anytime—it's hard to say how valuable that is. With NetSuite there's nothing we needed functionality-wise that we couldn't get.” Institute of HeartMath
Revamped web store allows the organization to put store sales toward operational expenses and devote constituent donations toward the core mission of partnering with schools, social-service agencies and others to help people lower stress and build resilience.
Comprehensive suite manages data for HeartMath Institute's entire operation, providing more than 1 million services last year.
Easily customized fields allow the organization to track constituents across three divisions of the company—education, research and fundraising—and across two websites.
Saved a full-time IT manager to maintain a new system for the organization.
CFO and bookkeeper working remotely have real-time browser-based access to financial data from anywhere.
NetSuite seamlessly integrates with fulfillment house through an API to autoamtically update sales orders and billing to provide drop shipping for constituents, replacing a labor-intesnive, time-intensive fax-based system, saving the equivalent of one staff person.
Constituents's data entered into webforms goes directly into the CRM system, giving the organization a 360-degree-view of customers, improving customer service and marketing.
Lack of integration between outsourced web store and CRM meant customer records could go months between updates.
Existing systems were "the proverbial spaghetti," making accessing data difficult and cumbersome.
Small staff did not have the technical skills to implement a large, on-premise system.
The HeartMath Institute launched a comprehensive NetSuite system after evaluating a custom approach and Serenic software.
NetSuite's full suite provides CRM, ecommerce, financials and reporting capabilities at a discount through the NetSuite.org corporate citizenship program and available pro bono services from the SuiteVolunteers.
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