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

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Nick Owen

CTO

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Disconnected Sales

Salesforce and NetSuite operated independently, resulting in inconsistent customer records and duplicate data entries that reduced operational efficiency.

Manual Order Creation

Closed-won opportunities required manual re-entry into NetSuite, resulting in processing delays and an increased risk of billing errors.

Lack of Real-Time Visibility

Sales teams lacked access to invoice and payment status in Salesforce, limiting their ability to proactively manage customer accounts.

Reporting Inconsistencies

Finance and sales teams generated reports from different systems, creating mismatched figures and reducing trust in revenue forecasts.

Scalability Constraints

Existing point-to-point integrations were not sustainable and could not support long-term business expansion or additional system integrations.

Unlock the full potential of Salesforce by integrating it with your ERP for automated, accurate Quote-to-Cash processes.

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Solutions

Salesforce-Centric Integration Architecture

NeosAlpha designed a Salesforce-first integration framework that positioned CRM at the centre of the revenue lifecycle. Instead of operating as separate systems, Salesforce and NetSuite were unified into a connected ecosystem, with Salesforce serving as the operational command centre for customer and sales data.

Automated Opportunity-to-Order Workflow

Closed-won opportunities in Salesforce were automatically converted into sales orders in NetSuite, eliminating manual data entry and significantly reducing billing cycle delays.

Real-Time Financial Data Synchronization

Invoice status, payment information, and order updates from NetSuite were synchronized back into Salesforce. This provided sales teams with complete financial transparency directly within the CRM environment.

Data Governance and Monitoring Framework

Using Boomi, structured validation rules, monitoring mechanisms, and automated error handling were implemented to ensure high data integrity and proactive issue resolution.

Scalable and Future-Ready Design

The integration was built using reusable components and API-led connectivity principles, enabling future system enhancements without disrupting the core revenue operations.