PCI Enterprises
Background
PCI Enterprises is a forward-thinking enterprise in the world’s oldest industry. With 22 brands under their umbrella, PCI Enterprises revolutionizes business in the construction industry by specializing in the application of tomorrow’s technology onto design, distribution, and manufacturing. Each of their 22 brands is known for their individual long-standing reputation for quality and selection, and all of them deliver excellent customer service that helps construction projects reach their full potential.
Rationale
PCI Enterprises handle a large amount of commercial deals, from home improvement to corporate infrastructures. Using the old pen and paper method for these deals simply won’t cut it – which is why PCI Enterprises utilizes software to handle the meat of their day-to-day business.
Opportunity
Two of the major software that PCI Enterprises utilizes on a daily basis are NetSuite and Infusionsoft by Keap.
NetSuite handles the accounting processes for PCI Enterprises, including invoicing and billing. Through NetSuite, PCI Enterprises transforms the accounting process into a fluid workflow that helps eliminate human error, lowering the risk of human error affecting accounting accuracy.
Meanwhile, InfusionSoft by Keap handles the marketing campaign structure. With 22 brands under its wing, PCI Enterprises caters their marketing strategy according to specific demographics, segmenting their campaigns according to the needs and interests of their clients.
In and of themselves, these software work wonders for PCI Enterprises. They need the two software to work with each other, however, to maximize functionality; how do they get NetSuite to work with InfusionSoft by Keap?
Challenge
PCI Enterprises use SyncApps to integrate NetSuite and InfusionSoft by Keap. Through SyncApps, NetSuite client records can be transferred into InfusionSoft by Keap for audience segmentation.
At the same time, InfusionSoft by Keap can also transfer its client records to NetSuite for integrated billing and invoicing purposes, making the accounting process so much more convenient.
Solution
In providing bidirectional integration, PCI Enterprises get the best results out of their online marketing and accounting processes with help from SyncApps.
Key Outcomes
- Utilized NetSuite Saved Searches to drive Infusionsoft Tags which kick off automated drip campaigns
- NetSuite field updates to Infusionsoft fields to move automated campaigns to the right contact in a company
- Full Sync feature is used daily to add/remove Infusionsoft Tags created by NetSuite Saved Searches to make sure the right message gets to the right people in every email campaign
