Benecon was experiencing rapid growth across 38 states and was also partnering directly with employer groups/brokers, thus increasing its responsibilities. Benecon was using QuickBooks, which provided a means to an end but was ultimately not the right product for effectively, accurately and successfully scaling the company.
The growing enterprise needed a system that could help it to scale while also successfully integrating with the company’s current investment systems (Salesforce).
This would help Benecon automate more of its processes and gain significant efficiencies. After a thorough account-ing software evaluation process, Benecon concluded that NetSuite’s ERP capabilities were the best fit.