CASE STUDY Intermarkets Automates Success with Streamlined CRM-ERP.

Advertising firm quits manual tracking and harnesses the power of automation.

NetSuite Project: Founded in 1997, Intermarkets is a privately-held advertising firm based in Reston, Virginia. They specializes in creating innovative, custom solutions that help businesses reach valuable prospects and audiences through online media. As the nation’s leading independent advertising sales management services firm, they had grown to the point where they could no longer manually maintain their multiple systems including CRM, ad server, and accounting system.  At this point, they urgently needed a cloud solution.

 

Trajectory helped INTERMARKETS with the implementation of an enterprise resource planning system and data migration which provided them with a full cloud system that could handle all business activity, thereby creating a significant competitive advantage.

 

Competitive Advantage Enterprise Resource Planning integration: tracks opportunities in real time.

 

The Strategy

In order for client to gain the most value from their new solution, the enterprise resource planning systems need to seamlessly integrate multiple functionalities and provide visibility on a variety of different business facets.

 

Process

Trajectory assisted them in implementing a Project with Salesforce CRM and ERP. We also utilized components of Dell Boomi to integrate their systems with an insertion order (IO) builder tool. This enabled data to be directly collected from an advertising server stack, providing real-time information regarding groupings of opportunities and channel buys.

 

 

RESULTS Accurate tracking, billing, and forecasting from a single view.

The implementation of the project enabled them to streamline the sales process and reduce redundancies between their CRM and ad server. Real-time updates about campaigns ensure that campaign actuals and results are properly billed and tracked on all projects. Through NetSuite’s billing reconciliation and invoice preparation functionality, the firm was able to significantly reduce their order-to-cash process, achieve shorter turnaround cycles, and perform accurate automated billing. Trajectory conducted the system migration without increasing overhead or workforce size.

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