The customer initially managed all their travel items within PayBooks, covering crucial functional aspects like trip confirmation, packages, sales, and operations. As sales volume grew, the absence of a structured system began to hinder overall performance. Consequently, the customer made the strategic decision to transition from SalesForce to HubSpot, and from PayBooks to NetSuite. To ensure a seamless process, the customer enlisted OSI Digital’s assistance in migrating their items and sales data from HubSpot to NetSuite, aiming to enhance efficiency and optimize their business operations.
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