Building a Single Source of
Truth in Salesforce for NBS
Client Overview
NBS, formerly National Building Specification, is a leading UK-based construction technology platform that has been shaping the built environment for over five decades. Originally established to standardize building specifications, NBS has evolved into a digital-first organization that delivers cloud-based tools enabling architects, engineers, and construction professionals to create accurate, compliant, and collaborative documentation. Today, NBS plays a critical role in connecting design and product data across the construction lifecycle while driving innovation in specification management.Business Objective
The client’s primary objective was to establish Salesforce as the single, centralized source of truth for customer and revenue data while ensuring seamless synchronization with NetSuite. They aimed to eliminate manual handoffs between sales and finance, enable real-time visibility into the opportunity-to-cash process, and improve forecasting accuracy. The broader vision was to build a scalable and automated integration framework that would support business growth and enhance collaboration across teams.Industry
Construction
Platform
Salesforce
Service
CRM–ERP Integration
Unlock the full potential of Salesforce by integrating it with your ERP for automated, accurate Quote-to-Cash processes.
Explore our Salesforce Capabilties
Results
Automated Revenue Operations
Manual data entry between Salesforce and NetSuite was fully eliminated, streamlining the opportunity-to-cash lifecycle.
Unified Customer Visibility
Sales teams gained real-time access to billing and payment information within Salesforce, improving responsiveness and customer engagement.
Accurate Revenue Forecasting
Synchronized CRM and ERP data enabled consistent reporting across sales and finance, significantly improving forecasting reliability.
Reduced Operational Errors
Automation minimized discrepancies and improved data accuracy across departments.
Technology Stack
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