How Veriff unified data across Netsuite, Stripe, and Salesforce with Cargo
Arjun GanatraCargo has been instrumental in streamlining our sales operations, reducing API calls, and enhancing data integrity, ultimately allowing our sales reps to focus on what they do best—selling.Arjun Ganatra
The Problem#
Inefficient Integrations and High API Calls
“Our main challenge was the high number of API calls and the maintenance load due to the Mulesoft integration between Netsuite and Salesforce. This was eating into our API limit and affecting our overall efficiency.”
Veriff's sales team was struggling with inefficient integrations between Netsuite and Salesforce, which resulted in a high number of API calls and a significant maintenance load. The existing Mulesoft integration was not only cumbersome to maintain but also used a ton of API calls, affecting the overall efficiency of the sales operations.
Sales Reps’ Data Blind Spot
Another major issue was the lack of visibility into Stripe data for the sales reps. This blind spot meant that the sales team was missing out on crucial product usage insights, which could have been leveraged to drive more effective sales strategies.
Missing Opportunities Due to Lack of Product Insights
The disconnect between the data warehouse and Salesforce resulted in missed opportunities. Product insights were not being packaged and sent to the CRM, leading to sales reps missing crucial signals indicating good timing to create opportunities amongst Veriff's free users.
The solution#
Use Case 1: Netsuite and Salesforce Integration
“Cargo made it super easy to create accounts in Netsuite when a closed-won account is detected in Salesforce, significantly reducing our API calls and maintenance efforts.”
Veriff used Cargo to create a workflow that streamlines the integration between Netsuite and Salesforce. By using Cargo, Veriff was able to create accounts in Netsuite automatically when a closed-won account is detected in Salesforce. This workflow not only reduces the number of API calls between the two systems but also simplifies the maintenance process.
The workflow integrates Salesforce and Netsuite to synchronize account information seamlessly. It starts by searching for an existing Salesforce account and retrieving the corresponding Netsuite ID. The workflow then identifies the primary and secondary currencies and the service pattern associated with the account. It posts customer information to Netsuite, retrieves Netsuite customer IDs, and updates customer records with the latest data from Salesforce. This ensures data consistency and accuracy across both platforms.
Use Case 2: Stripe and Salesforce Integration
“With Cargo, we were able to create accounts and opportunities in Salesforce as soon as a payment method is detected for a Stripe customer, providing our sales reps with real-time insights.”
Cargo enabled Veriff to build workflows that integrate Stripe with Salesforce across different scenarios. The workflow automatically creates accounts and opportunities in Salesforce when a payment method is detected for a Stripe customer. This integration provided the sales reps with this information embedded directly into their Salesforce interface with real-time insights about product usage at the contacts and accounts, enhancing their ability to drive a sales conversation without having to do extra work.
The workflow integrates Stripe and Salesforce to ensure that sales reps have real-time visibility into customer payment activities. It begins by triggering on the detection of a new Stripe customer and then searches for the corresponding account in Salesforce. If the account already exists, it updates the account with the latest Stripe data. If the account does not exist, it creates a new account and maps the Stripe details to Salesforce. The workflow then searches for the customer's email in Salesforce and, if not found, creates a new contact. It maps the Stripe details to the Salesforce account and updates the lead status accordingly. Additionally, the workflow checks for existing self-serve opportunities and creates new ones if necessary, ensuring that all relevant data is synchronized between Stripe and Salesforce.
Use Case 3: Synthesizing Product Data for Salesforce
“Cargo allowed us to synthesize key product data showing positive trends using AI and then package it for our sales reps to view in Salesforce, ensuring they have all the insights they need in one place.”
Veriff used Cargo to synthesize key product data showing positive trends and used AI to consolidate different data points into a concise theory. This data is then packaged and sent to Salesforce, providing the sales reps with a comprehensive view of product insights in one central repository. The team also observed that adding a Slack message (one each for the owner and the team) effectively drove the velocity of reaction to these notifications.
In the workflow below, Arjun utilizes the system prompt and output formatting features built into Cargo’s OpenAI integration to generate consistently analyzed digests of information, synthesizing key insights that are ready for sales representatives to use in their discussions.
The outcome#
Won Back 15% of Pure Sales Time
By automating non-sales activities, Veriff won back 15% of pure sales time for their sales reps. This allowed the sales team to focus more on selling and less on administrative tasks.
Reduced API Calls by 5x Per Day
Cargo helped Veriff reduce their API calls by 5x per day, from 15,000 to 3,000 calls. This significant reduction included integrations with Stripe and other platforms, which were not previously available.
Reduced Ops Time and Error Rate
Veriff reduced their ops time and error rate significantly. The time spent debugging Mulesoft was cut from half a day per week to just 4 hours a month with Cargo. This improvement allowed the operations team to focus on more strategic initiatives.
Increased Data Integrity by 50%
The integration with Cargo increased data integrity by 50%, improving accuracy and reducing missed opportunities. This ensured that the sales team had reliable and up-to-date information to drive their sales efforts.
Veriff is a global online identity verification company that enables trustworthy interactions between businesses and individuals. By providing advanced verification solutions, Veriff helps companies ensure compliance and security in their operations.
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