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Transforming B2B Sales: A Case Study on Salesforce Commerce Cloud and NetSuite ERP Integration



Introduction


In today’s dynamic business environment, B2B firms are increasingly pressured to modernize their sales processes. The transition from traditional methods to digital solutions is no longer just a strategy but a necessity for survival. Salesforce Commerce Cloud, known for its powerful capabilities in creating customizable storefronts and enhancing the B2B buying experience, becomes even more effective when integrated with NetSuite ERP. This combination ensures real-time data synchronization, streamlined operations, and improved customer service.

But what does this look like in practice? Let’s take a closer look at how Agricultural Blending Company, a firm specializing in Hay, Shavings, and Sustainable Manure Removal, successfully implemented Salesforce Commerce Cloud and NetSuite integration to transform their operations.

Case Study: Agricultural Blending Company


Agricultural Blending Company faced a series of challenges common in the B2B sector. Manual order processing led to delays and errors, data silos created inefficiencies, and inventory management was a constant struggle, particularly for their perishable products like hay. Moreover, disjointed systems resulted in inconsistent information across departments, making decision-making slow and often inaccurate.

By integrating Salesforce Commerce Cloud with NetSuite ERP, Agricultural Blending Company can overcome these obstacles. The implementation automated their order processing, synchronized data in real-time, and provided a clear, unified view of inventory levels across multiple locations. This integration also facilitated better financial management by bringing all necessary financial data into Salesforce, thanks to Breadwinner—a turn-key solution that seamlessly connects Salesforce with various accounting platforms.

With CloudStreet, a Salesforce Consulting partner, at the forefront, they are currently implementing a D2C Commerce Cloud solution, which allows them to utilize special pricing for each customer, directly sourced from NetSuite, and display it on their commerce site. In this way, Cloudstreet leading the way provides a customer centric solution. This means that instead of showing the same price to all customers, they can offer personalized pricing tailored to each client's specific needs and agreements. This approach not only enhances the customer experience by making them feel valued and catered to, but it also enables them to better manage pricing strategies, boost customer loyalty, and potentially increase sales by offering competitive pricing that reflects individual customer relationships. Through this integration, they are creating a more dynamic and responsive e-commerce platform that adapts to the unique demands of their clientele.

The results were impressive: operational efficiency soared, errors were minimized, and customer satisfaction improved significantly. The company could now process orders faster, manage inventory more effectively, and provide personalized services based on comprehensive customer insights. This transformation not only streamlined their internal processes but also positioned them as an innovative leader in their industry.
Specifically, they changed from all orders being from by phone calls, no strict control of orders, no predictability in scheduled orders and manual inventory management to an automatic processing of orders through an e-commerce site, control of orders and being able to draw reports,predictability and capacity control in deliveries and automated inventory control with the application of Breadwinner.

The collaboration between Breadwinner and Cloudstreet stems from the strong and effective partnership orchestrated by Alan Bebchik, VP of Business Development & Partnership at Inforge, and Rory Mahony, Head of Alliances and Partnerships at Breadwinner. Thanks to the lunch & learn sessions organized by Inforge where Breadwinner was invited and Rory Mahony and Stony Grunow (Breadwinner's co-founder), exposed their solution, so consultants gained a deeper understanding of Breadwinner's solution, keeping it at the forefront when making recommendations.


Addressing Common Pain Points in B2B Sales


The challenges faced by Agricultural Blending Company are not unique. Many B2B firms struggle with similar issues, such as:

  • Inefficient Order Management: Without automation, managing large volumes of orders can lead to delays and errors.

  • Complex Product Configuration:
 Customizing products and services to meet diverse customer needs requires a flexible platform.

  • Disjointed Systems: Lack of integration between sales, inventory, and financial systems can result in data silos and poor decision-making.

  • Inventory Management Challenges: Real-time visibility into inventory is crucial, especially for perishable goods.

  • Slow Order Fulfillment: Outdated systems can slow down order processing, particularly during peak seasons.

  • Limited Customer Insights: Without integrated data, providing personalized services and understanding customer behavior is difficult.

  • Scalability Issues: As companies grow, their systems must be able to handle increased demand and product lines.

  • Financial Management Difficulties: Inaccurate or delayed financial reporting can hinder cash flow management and strategic planning.

  • Compliance and Reporting Challenges: Meeting industry regulations requires accurate and timely record-keeping.

  • Customer Service Issues: Access to up-to-date information is essential for providing high-quality customer service.

With Salesforce Commerce Cloud the company could automate processes, specifically their customers orders, have more control and a 360 view of their deliveries and have all processed by an e-commerce site. Adding to this, the vital role of having an inventory control automated with the application of Breadwinner.


The Role of Breadwinner in the Integration


Breadwinner plays a critical role in making the integration of Salesforce Commerce Cloud and NetSuite ERP a success. By enabling real-time synchronization of financial data, Breadwinner transforms Salesforce into a powerful ERP-like system. This allows businesses to manage Accounts Receivable and Accounts Payable within Salesforce, reducing manual data entry, minimizing errors, and improving overall productivity. For the Agricultural Blending Company, Breadwinner was key to streamlining their financial operations and ensuring that their sales and finance teams could focus on growth rather than administrative tasks.
Breadwinner differs from many-to-many intermediate integration platforms (iPaaS) in that they tend to be long running projects, taking months/years to launch and requiring a lot of resources to maintain, both financial and human capital. In contrast, Breadwinner is a product that can be launched in hours and managed by existing teams rather than having to hire experts. With Breadwinner, the inventory management and control could be optimized, digitized and automated, and as a result increasing productivity, efficiency and ROI.


Credits of image to Breadwinner.





Future Trends and Innovations in B2B Sales


The successful integration of Salesforce Commerce Cloud and NetSuite ERP at Agricultural Blending Company is just the beginning. As B2B sales continue to evolve, emerging trends like AI, machine learning, and advanced analytics will further enhance the buying experience and operational efficiency. Companies that embrace these innovations will be better equipped to meet the changing demands of their customers and remain competitive in the market.

Salesforce products are uniquely positioned to help businesses create a scalable sales engine by enabling the replication of best practices across all sales operations. 
With Salesforce & Breadwinner ar the core, companies can build cross-functional win rooms, where teams from sales, marketing, product, finance, and technology collaborate to close deals with a structured and focused approach having a 360 view of their customer. This thoughtful integration empowers commercial operations to add strategic value, enhancing the overall sales process and driving sustained success.
It's more about having fewer tools, but thoughtfully integrating them—and focusing on the outcomes instead of the technology.


Conclusion


The case of Agricultural Blending Company illustrates the transformative power of integrating Salesforce Commerce Cloud with NetSuite ERP. By addressing common pain points and leveraging tools like Breadwinner, B2B firms can significantly improve their efficiency, inventory management, and customer service. As the landscape of B2B sales continues to evolve, companies that invest in these technologies will be well-positioned for long-term success. Consider modernizing your sales processes with Salesforce Commerce Cloud and NetSuite ERP integration to stay ahead in today’s competitive market.

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