How to leverage NetSuite ERP Implementation and Salesforce reporting and analytics capabilities hand in hand
NetSuite and Salesforce are today’s most popular cloud-based business management software solutions. While each platform has its strengths and unique features, many businesses use both solutions in tandem to meet their specific needs. One area where these two systems can be mighty together is in reporting and analytics. By leveraging NetSuite’s and Salesforce’s reporting and analytics capabilities, businesses can gain valuable insights into their operations and make more informed decisions.
Before diving into the specifics of leveraging NetSuite ERP Implementation and Salesforce’s reporting and analytics capabilities to understand your business performs better. So, with an ERP Consultant, it’ll be more convenient to understand what each system offers individually according to your project needs, along with NetSuite pricing.
A NetSuite ERP Implementation offers many features and functionalities, including accounting, finance, inventory management, order management, and more. NetSuite’s reporting and analytics tools are particularly robust, allowing users to create custom reports and dashboards that provide real-time insights into their business operations.
On the other hand, Salesforce is primarily a customer relationship management (CRM) system designed to help businesses manage their interactions with customers and prospects. Salesforce also offers a variety of analytics and reporting tools, including customizable reports and dashboards, as well as AI-powered insights and recommendations.
Now that we have a basic understanding of each system’s capabilities let’s explore how to leverage them together for maximum impact.
Integrate your NetSuite and Salesforce applications
To start using both platforms’ reporting and analytics capabilities together, you need to integrate your NetSuite and Salesforce. This can be done through a third-party integration tool like Dell Boomi or Celigo, which can sync data between the two platforms. Once the integration is set up, you can use the data from both platforms to create reports and analyze business performance.
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Build custom reports
NetSuite and Salesforce have robust reporting capabilities, allowing you to create custom reports based on your business needs. With the integration, you can build reports with data from both platforms. For example, you can create an account that shows sales data from Salesforce alongside financial data from NetSuite ERP Implementation.
Use dashboards to visualize data
Dashboards visually represent your business data and can help you quickly identify trends and patterns. NetSuite and Salesforce have dashboard capabilities that allow you to create custom dashboards based on your business needs. With the integration, you can create dashboards that include data from both platforms, providing a more comprehensive view of your business performance.
Analyze customer behaviour
Salesforce is known for its customer relationship management capabilities, which allow you to track customer behaviour and engagement. With the integration in place, you can combine this data with NetSuite’s financial data to gain insights into customer behaviour and how it affects your business performance. For example, you can analyze customer buying patterns to identify the most popular and profitable products.
Automate data analysis
Both NetSuite and Salesforce have automation capabilities that can help you streamline data analysis. For example, you can set up automated reports sent to your inbox regularly, allowing you to stay on top of business performance without manually pulling data. You can also use automation to trigger alerts when specific metrics reach a certain threshold, allowing you to act quickly.
In conclusion, integrating NetSuite and Salesforce’s reporting and analytics capabilities can provide a more comprehensive outlook of your business performance. Combining data from both platforms allows you to gain insights into customer behavior, identify trends and patterns, and make data-driven decisions. With the correct integration tools, reporting capabilities, and an ERP consultant, you can unlock the full potential of both platforms and take your business to the next level.
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