NetSuite to Salesforce Integration

 

NetSuite is a top-tier Enterprise Resource Planning (ERP) software solution that offers businesses of all sizes key financial management solutions. Integrating your Salesforce with NetSuite is an excellent way to take advantage of both systems’ functionalities and benefits, all while easing productivity and maximizing revenue.

Give your team complete visibility into customer data stored in NetSuite, including order history, payments, and communications. Set up dashboards and reports to access timely insights for sales reporting and forecasting.

Your company will achieve its Return on Investment (ROI) sooner by automating such critical tasks as order processing and procure-to-pay, thanks to this streamlined approach.

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Benefits of a NetSuite Integration with Salesforce

 

NetSuite and Salesforce are two powerful platforms that can help businesses be more successful.

They offer many benefits, including helping businesses create a strong presence in the marketplace and establish better relationships with customers.

Here are a few of the many benefits of integrating your systems:

  • Stop manually inputting data between your CRM and your ERP. We call this the swivel-chair method, switching from one system to the other. It simply doesn’t work.
  • By leveraging years of experience working with NetSuite, Salesforce, and Boomi, our team automates your lead-to-cash operations with streamlined data from your ERP to your CRM.
  • Sync your most essential data in seconds to automate lead-to-cash and provide the visibility you need to deliver superior customer service.

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How does NetSuite Integrate with Salesforce?

 

Integrating NetSuite with Salesforce gives you the benefits of both leading CRM and ERP platforms. These platforms are powerful and efficient, and also flexible and customizable - making them great for businesses of all sizes. Some of the advantages of integrating Salesforce with Oracle NetSuite ERP are listed below:

Automated Lead-to-Cash Workflows

Streamline real-time data flow between Salesforce and NetSuite to create efficient lead-to-cash workflows. Automatically synchronize lead information, accounts, opportunities, sales orders, and more to ensure your team always has the information they need to close the deal.

Get Complete Visibility of Results

Give your team complete visibility into customer order history, payments, and communications stored in NetSuite to inform their customer interactions. Set up dashboards and reports to access timely insights for sales reporting and forecasting.

Eliminate Manual Data Entry

Say goodbye to time-consuming manual entry and lookups for front and back-office personnel. Achieve unrivaled efficiency across your lead-to-cash cycle, freeing sales reps and the accounting team with accurate, timely order fulfillment.

Take advantage of your Integration

While Using Salesforce:

  • Automatically convert a Salesforce opportunity into a NetSuite order.
  • Access post-sales transactions such as invoices and payment statuses within Salesforce.
  • Get real-time data synchronization between Salesforce and NetSuite.

While Using NetSuite:

  • Attach new orders from current customers into an existing record.
  • Trigger a lookup in Salesforce for customers using NetSuite Order Creation.
  • Automatically update billing and shipping contacts from Salesforce in NetSuite.

When is the best time to Integrate NetSuite ERP with Salesforce?

Do you want to improve efficiency and visibility for your front and back-office personnel? Salesforce integration with NetSuite can help you achieve this by providing your team with access to customer order history, payments, and communications.

If you're not sure whether or not system integration is right for you, contact GURUS Solutions. Our certified Boomi consultants can help you gain a better understanding of your business needs and build end-to-end solutions that fit those needs.

How to set up a Connector between NetSuite and Salesforce

Setting up your integration between NetSuite doesn’t have to be complicated. Our certified Boomi consulting services will help you master the art of lead-to-cash.

 

  • GURUS Solutions is a Certified Boomi Partner.
  • 15+ years of Oracle NetSuite experience with over 2500 successful projects. 
  • Flexible engagement options for team augmentation, proactive integration monitoring, and OnDemand Boomi consulting. 
  • Consecutive award-winning NetSuite partner. 
  • Custom Boomi-compatible connector solutions across industries. 
  • Consultants across the U.S.A. and Canada, are ready to help at any time.

What is the Celigo NetSuite Connector?

Celigo's SmartConnectors allow different cloud-based apps to work together smoothly, making Celigo an ideal solution for NetSuite. 

Celigo has been connected to NetSuite since the first "Smart Connector" was built, and has strong support from the NetSuite community. 

With nearly two dozen fully-functioning smart connectors, over 50 templates, and 70 app assistants specific to NetSuite, the two are a perfect match.

Boomi NetSuite Connector, What You Should Know:

Boomi is a cloud-based integration platform that seamlessly integrates your cloud and on-premises applications and data, allowing businesses of all shapes and verticals to integrate data from their key applications without having to maintain hardware or software.

Boomi enables NetSuite to connect to various applications, data, people, and devices, ensuring that all information regarding customers, products, and employees is coordinated. 

Fill out the form below to request more information from one of our integration specialists.

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