In 2009, Keap (formerly Infusionsoft) was named Best Place To Work by the Phoenix Business Journal and their applications for small business sales and marketing management were being adopted at a steadily increasing rate. Due to all of their success, Keap was quickly outgrowing its office space and rapidly developing an uber-innovative, fun culture. But in the back office, their small-business management systems were being pushed to their limits, and visibility into the future was limited.
When 360 Cloud Solutions first spoke to Keap, their business app environment was not scalable, lacked reporting and automation, and was a confused ball of unrelated and semi-connected systems. At the core was the finance team who was quickly was quickly outgrowing Quickbooks and looking for options.
Five years later, we can see the results of implementing an integrated cloud application environment including NetSuite, Box, Adaptive Planning, and Okta. These are the things that Brian Luckey, Director of Keap’s Information Services department, points to as difference makers:
By Implementing NetSuite, they were able to unify many systems under and single umbrella including accounting, finance, sales, marketing, case management, and professional services. Reporting was not only simplified but made things visible and actionable that had once been buried deep into Excel sheets. For once, they actually had actuals.
A defining factor of leading enterprise cloud application makers is User Experience (UX). You’ll often hear this coined as “Consumerization of IT.” Business users want the same look and feel from their business apps that they get from their consumer apps.
With employees all over the US in sales and marketing, cloud-based systems allowed Keap’s management team to connect with their sales teams in a more meaningful way. Utilizing NetSuite’s CRM module, their sales team was able to submit sales orders from the field that impacted the GL immediately. Their case management team also gained visibility into meaningful customer sales metrics while dealing with an issue.
Committing to a Build-Not-Buy methodology, Brian Luckey leaned on NetSuite as a platform to develop applications on a single platform instead of adding a disparate family of apps and creating an “integration farm.” With his resources focused on growth, Brian leaned on 360’s development team to build mobility apps for IT and marketing.
Utilizing APIs, Keap connected apps to increase value and improve efficiency. Adaptive Planning, an application for budgeting and planning was integrated into Netsuite to allow budgeting and planning collaboration from within NetSuite. Box’s API allows all of Keap’s employees to access content in the context of a customer record in NetSuite. Using Box’s native provisioning capabilities, each department can access customer files relevant to (not only) the customer and their department.
A More Connected, Awesome Experience
From their office in Chandler, AZ, the Keap team can now share data across their employee base. So whether you are on the 50-yard line of their football field (yes, you read that right), in their board room, or working remotely from the home office, everyone is connected in real-time, 24/7 and working when inspiration strikes.