Best of Both: NetSuite and Salesforce Integration

We know Salesforce is a force to be reckoned with, but can you imagine how powerful a business can be when Salesforce is integrated with NetSuite, the biggest tank in the ERP industry? Results are quick, efficient, and mind-blowing. It is obvious to join forces, right? 

Yet, many businesses choose to use both worlds without integrating them. Complex integration, potential data inconsistencies, expertise—all these terms do sound scary. But avoiding these bullets will cost the business its money and significantly slow down operations. 

This article delves into the possibilities a business can explore by NetSuite Salesforce integration. 

What Salesforce NetSuite Integration Means

Now, Salesforce is a Customer Relationship Management (CMS) system. So, we have a lot of data in terms of sales, customer service, marketing automation, e-commerce and analytics. 

When we talk about data in NetSuite, which is an ERP. It is a cloud-based platform where we have data including customer, contact, sales orders, invoices, payment status and history, to begin with.  

If a business exists using both systems, imagine the amount of data that needs to be communicated on a regular basis, or even an hourly basis, just to keep the operations running smoothly. The sales team would have to double-check everything before promising results. The accounting team will be confused with accounts for information that may be recorded differently. There is a lot of back and forth between these two powerhouses.  

Optimize The Operations 

Ideally, NetSuite integration sounds lovely. Who would not want a good system to back up their business? But is it a business priority? 

If the answer to this is a firm “no” today, it will be a “yes” tomorrow. One robust ERP system is much better, faster, and smarter than two different systems. 

Salesforce NetSuite Integration Capabilities 

  1. Collaboration:

    When CRM meets ERP, the business departments come closer. Sales, Marketing, Operations, Finance, Customer Service and Human Resources, all these can collaborate on a single platform for data exchange.

    This kind of speedy connectivity and access to all your operations speeds up daily tasks and eliminates miscommunications and frustrating delays. This will allow the daily operations to run faster than before.

  2. Speed, with Enhanced Communications

    Any retail Sales team would love to get real-time inventory data, prices and quantity, and manhours required. Now with CRM and ERP together, all the teams involved will get comprehensive data, all at one place!

    No need to confirm numbers and email around and waiting to hear back. Data and connections are always available on one platform. When communication in your business is speedy, decision-making has a good turnover. And who wants to wait to hear back for 4 business days?

  3. Efficient Lead-to-Cash Process

    Now, a business must brand but it has to sell to survive. This function here optimizes the whole lead-to-cash process, simply by linking Salesforce sale activities with order and finance processes in NetSuite. 

    Sales reps can now finally instantly access data before they offer clients quotes and timelines. The entire process, from lead to order to production to customer service, gets so much quicker than before. This way, your company is bound to have a satisfied clientele.

  4. Detailed Customer Data

    Imagine your Business Development Reps are reaching out to quality clients instead of trying to maintain contact with clients who have never even replied to your query form response email?

    This would only happen if data across your CRM and ERP is synchronized. One would get to observe the client account status, their preferences, and their payment history, including the last time they bought something. With such resources, the quality of the results just scales upwards.

  5. Flexibility to Scale Business

    CRM systems have limitations as business grows bigger. As business requirements change, its CRM system must adapt as well, right? With NetSuite, a business knows no bounds. NetSuite offers flexible integration that will support scalability, allowing the freedom to grow operations without speed bumps.

    With integration, a business also gets access to other functions that may come in handy in future. Here are some quick
    examples:

    • NetSuite Workforce Management will support managing your ever-growing staff, from salaries to tax calculations.
    • NetSuite Supply Chain Management will be your business’ backbone, overseeing the flow of the goods through the manufacturing process and to the clients. 
    • NetSuite Asset Management will accurately keep track of all your business’s assets, including leased ones, and will keep all the records up to date.  

 To Sum Up! 

There are so many pros for Salesforce and NetSuite integration that it is bound to be on your near-future priorities. This duo can equip your business with business operation automation and excellent customer service. It is a one-time, long-time investment which is guaranteed to have great returns.  

Plus, ERP Buddies are always with you, taking the same leap of faith. Reach out to us today! 

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    ERP Buddies is a Global ERP Solution Provider with diverse experience in implementing and Supporting NetSuite ERP for many industries.

    With operations in the North America, Europe, Asia and United Kingdom, our Expert Team is accessible globally. It is their priority to create a smooth and positive experience for clients. Our experts assist clients throughout the entire implementation process, with on-site support and consultation and additional assistance in customizing your system to guarantee it meets your business needs. For our contact info, click below, and personnel for review will be in touch.

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