ID.me is an American online identity network company that allows people to prove their legal identity online. Their users can use that digital credential to access government services, healthcare logins, or discounts from retail brands.
ID team had zero visibility into financial metrics, deferred revenue, billing overages from prior months, contract renewals, or upsells/down-sells. They were also Implementing Salesforce CPQ and needed a financial system that could integrate with SF CPQ. ID.me needed a partner that understood both systems and how to integrate them.
Plative configured NetSuite’ + ARM, Fixed Assets, SuiteBilling & CPQ Consulting Hours. Plative also configured a point to point integration for NetSuite and Salesforce CPQ with an extremely complex price-book and guided their Salesforce CPQ developer leading practices in order to hit timeline goals.
Plative is providing leading practices for ID.Me in both NetSuite and Salesforce CPQ for future needs. ID.me also now has access to a centralized and integrated system allowing for them to access up to date and actionable information.
- Netsuite + ARM
- Fixed Assets
- CPQ Consulting Hours