Infusionsoft Drives Rapid Growth with NetSuite Cloud Solution

Infusionsoft

"NetSuite is a vital piece for us with all the reporting and data in one place and having everyone on the same page. We could not have grown as fast as we have without NetSuite." Infusionsoft

Company at a Glance

Location:
Chandler, AZ
Industry:
Small business sales and marketing software
Applications Replaced:
QuickBooks, Excel, Infusionsoft

Solutions

ERP
Advanced Financials
Revenue Recognition
Advanced Projects
CRM
Incentive Compensation Management
Fixed Asset Management

Customer Success:

  • Infusionsoft has grown its revenue 300% since going live on NetSuite in January 2010 and roughly tripled its workforce, with projections to employ more than 1,000 people by 2015.
  • Across-the-board improvements in business efficiency and visibility have reduced costs and accelerated time to value.
  • NetSuite revenue recognition capabilities consolidate both software and services revenue of a single customer, providing complete revenue visibility.
  • Sales effectiveness streamlined with full lead to order to cash lifecycle management and visibility, including automated invoicing.
  • Product quality improved through automated routing of customer trouble tickets to development team’s JIRA development tool in a customization by NetSuite solution provider 360° Cloud Solutions.
  • iPad app customized by 360° Cloud Solutions gives sales personnel a point-of-sale (POS) system to enter orders into NetSuite on the spot at events and trade shows.
  • Infusionsoft services teams have improved project and resource management and project profitability tracking with NetSuite Advanced Projects.
  • Monthly financial close time reduced from up to 12 days to 1½ days.

Challenges:

  • Fast-growing small business software provider couldn’t scale with disparate collection of QuickBooks, Excel and its own Infusionsoft software.
  • Phone-based sales team needed CRM to be integrated with order management.
  • Disconnected applications made reporting difficult and required manual work that hurt productivity.

Solution:

  • NetSuite was selected after an evaluation against Microsoft Dynamics GP, Microsoft CRM and Sage and went live after a fast three-month implementation.
  • Engagement with NetSuite solution provider 360° Cloud Solutions for implementation and ongoing optimization helps InfusionSoft make the most of its NetSuite solution.
  • NetSuite Incentive Compensation Management enhances engagement with vital Infusionsoft partners while Fixed Asset Management provides control over physical assets.
  • SuiteApp from NetSuite partner Adaptive Planning enhances budgeting and planning.
  • SuiteApp from NetSuite partner Concur deployed for end-to-end travel and expense management.