About
Client
Business
Leading Wholesale Distributor
The client is a prominent wholesale distributor managing numerous customers across various regions.
Need for Faster Sales Transactions
The client required a solution to speed up sales processes by enabling sales reps to quickly locate their allocated customers.
Customer Location Optimization
The client wanted to empower their sales reps with a dashboard tool to visualize customer locations for more efficient management.
Our Solutions
We developed a comprehensive integration solution that utilized Google Map API to enhance the client’s NetSuite environment, allowing sales reps to efficiently locate customers in real-time.
Google Map API Integration
We integrated Google Map API into NetSuite, enabling real-time tracking of customer locations based on their address information stored in NetSuite.
Custom Portlet Development
Created a custom portlet within the NetSuite dashboard to display the location of customers, allowing sales reps to easily view and manage their assigned customer lists.
Online Customer Locator
Developed an Online Customer Locator feature that provided sales reps with sorting options based on country, zip code, and other parameters, ensuring a streamlined search process.
NetSuite ERP Optimization
We optimized the client’s NetSuite ERP to seamlessly handle the integration without any data duplication, ensuring accurate and up-to-date customer information.
Challenges
We encountered several challenges during the project implementation.
Complex Integration Process
Integrating the Google Map API into NetSuite and ensuring real-time data retrieval presented technical challenges that required advanced development solutions.
Customer Data Management
Ensuring that customer data was accurately mapped to their locations on the dashboard while avoiding any duplication was a significant challenge.
Efficient Role-Based Display
Developing a system to display relevant customer locations based on each sales rep’s role required careful configuration of custom portlets and user roles.
Results
Our tailored Google Map integration solution delivered several critical benefits for the client:
Faster Sales Transactions
The Online Customer Locator allowed sales reps to quickly and efficiently locate their customers, speeding up sales transactions.
Real-Time Customer Visibility
The integration provided sales reps with real-time visibility into customer locations, improving their ability to manage client interactions.
Streamlined Customer Management
The custom portlet and sorting options enabled sales reps to easily organize and view customer details, enhancing overall efficiency.
Accurate Data Integration
The seamless integration with NetSuite ensured that customer data remained accurate and up to date, without any risk of duplication.
