Boost Your Business with NetSuite and Salesforce Integration
Sync your ERP & CRM powerhouses. Build your business around a single source of truth for financial, sales and customer data – unite NetSuite’s powerful financial management software with Salesforce’s #1 CRM solution.
What Is NetSuite Salesforce Integration?
NetSuite Salesforce Integration, however, does just that, serving as the ultimate solution to marry ERP (your software system) and CRM. The possibilities for this integration are endless, but at a high level it connects all the inherent benefits of NetSuite's suite to bring powerful finance and operation capabilities with Salesforce CRM as one integrated platform that can provide businesses 360-degree view to streamline workflows cross functionally break down data silos leading their organizations into more analytics driven results.
Key Benefits of NetSuite Salesforce Integration
Single version of Truth
Consolidate Customer, Financial & Product data between NetSuite and Salesforce through Unified Data Ecosystem
Seamless Sales Processes
Provide sales teams with live visibility to NetSuite financial data, inventory levels and order status directly in Salesforce.
Faster Quote-to-Cash
Process orders and create invoices automatically between source systems to shorten the sales cycle.
Better Customer Service
Provide support teams with total visibility of customer conversations, orders and finances.
Streamlined finance
use Salesforce opportunities and orders to automatically recognize revenue as well as report financial results.
Common Challenges with NetSuite Salesforce Integration
NetSuite Salesforce Integration brings great advantages but challenges too. There are 5 common obstacles to keep in mind:
Data Consistency & Accuracy
It is vital for an application to keep data consistence and accuracy between the two. Mismatches between product info, inventory state or order statuses might have the consumers puzzled and result in dismal CX.
Complex Work to Integrate
Integrating two powerful systems from a technical and security perspective is not an easy job. API Capabilities and the Nitty Gritty Details of Data Mapping, Workflow Synchronization — Being careful in API capabilities and planning expertise.
Customization Needs
Each business works differently; its processes are tailored just for them. These customizations must be done in combination with standard integration practices making the whole process of integrating complicated.
Change Management
Change in workflows for employees to get used to the new systems. And unless training and support are provided, resistance from both the community system and political systems can slow the effectiveness of integration efforts.
Support and Maintenance
Once the integration is implemented, round-the-clock monitoring must be in place to ensure both systems continue working together seamlessly as new features are added.
Our Integration Process
Discovery & Analysis
We review your existing systems and establish integration goals.
Work Solution Design
Our experts devise a customized integration plan as per your business requirements.
Data Mapping and Configuration
We map fields; configure how data flows between systems.
Engineering and Quality Assurance
The integration is custom developed and carefully tested to ensure all the pieces play together nicely.
User Education
Full team training on the unified other system
Production Support
Transition to the new solution post Go-Live.
Why Choose Our NetSuite Salesforce
Integration Service?
Specialty
Extensive expertise in NetSuite and Salesforce platforms
Modification
Adaptive solutions for your special business needs
Scalable
An integration landscape that expands as your business scales
Support
More ongoing maintenance and optimization team
ROI first
The blueprint leans into what we know works on both platforms, not trying everything possible
FAQs
It usually takes around 6-10 weeks to go through the integration process, but it ultimately depends on how complex or customized your organization is.
Yes, if the integration is well-implemented, both teams will have real-time visibility into important data — sales will have all relevant information about orders in front of them without switching tabs and finance and customer service teams will know that info on financial status comes always directly from the source.
Absolutely. We train the entire team so that your staff can take full advantage of the integrated NetSuite and Salesforce.
Are you ready to bring your business systems together?
Start on a journey of an integrated, efficient and insightful business operation. Marketecture Solutions can integrate NetSuite and Salesforce for your business as well.