Caravel Success Hub for NetSuite

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Win Story | High-Tech | Altify

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Altify empowers B2B sales teams to win bigger, faster, and more predictably with its AI enhanced, 100% Salesforce-native solutions. By aligning sales execution with customer needs, they help revenue teams map key relationships, uncover business insights, qualify and manage deals, and maximize account growth—all within Salesforce.

Demographics

  • Industry | High-Tech
  • Headquarters | Portsmouth, NH
  • Founded | 2025
  • Employees | 30
  • Existing ERP | NetSuite
  • Other Systems | Expensify, Salesforce, Adaptive, ADP, Strip, JPMorgan Chase

NetSuite Solution

  • NetSuite | Software Standard
  • Modules | Financials, Procure to Pay, Order to Cash
  • Interfaces | Banking, Expenses, CRM

Sales Team

  • NetSuite | Taylor Cossu
  • Caravel | Corey Ruane, Rob Cupka

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Altify will deploy NetSuite in a single phase with multiple 3rd party
    integrations. Phase 2 will consist of a Salesforce CPQ integration

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