Caravel Success Hub for NetSuite

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Win Story | Services | Summit Partners

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Summit Partners is a full service IT consulting firm dedicated to helping our clients improve business processes, strengthen IT organizations, and improve bottom-line performance. Headquartered in Las Vegas, Nevada, they provide a wealth of consulting services to small-to medium business, large enterprises and government and education agencies.

Demographics

  • Industry | Services
  • Headquarters | Las Vegas, NV
  • Founded | 2008
  • Employees | 20+
  • Existing ERP | QuickBooks
  • Other Systems | SugarCRM, BoA,
    Meadows Bank, Expensify, Zoho,
    Quoteworks, Qcommissions

NetSuite Solution

  • NetSuite | SuiteSuccess Services PRM
  • Modules | Record to Report, Procure to Pay,
    Advanced Project to Cash, Order to Cash,
    Design to Build, CRM
  • Interfaces | Banking – BoA, Meadows Bank,
    Credit Card – AMEX, Payroll – ADP, Expense
    Reporting – Expensify, Tax – Avalara, CPQ –
    ConnectWise, Payment Gatewat – MerchantE,
    Vendor Management – MerchantE

Sales Team

  • NetSuite | Quinn Riddle, Bryan Maxwell
  • Caravel | Corey Ruane

Implementation

  • Methodology | SuiteSuccess
  •  Approach | Summit Partners will deploy
    NetSuite in a single phase with core functionality and CPQ/CRM functionality in
    phase 1.

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