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NetSuite Salesforce Integration Explained

By |December 21, 2022 January 24th, 2023No Comments

Netsuite Salesforce Integration

Salesforce is the most popular customer relationship management (CRM) software on the market, and it handles  seamless lead creation, account administration, and sales data. NetSuite solution is a leading corporate ERP system that handles everything from customer experience management, billing to inventory management. 

Many organizations use both Salesforce and NetSuite, but the two systems aren’t linked out of the box.

Salesforce is widely regarded as the world’s greatest cloud-based CRM system. NetSuite, meanwhile, is one of the greatest cloud-based ERP packages available, having clients all around the world. Many businesses want to use both of these well-known SaaS suppliers.

Working with both software solutions is a fantastic place to start, and it may pay off handsomely to streamine your digital transformation, business strategy and helps you level up your supply chain management. Even better, connect them to ensure consistent data accuracy and eliminate manual data entry. With that in mind, the next logical step is to look at the best ways to integrate NetSuite and Salesforce. 

The purpose of this article is to demonstrate why and how you should link Oracle NetSuite with Salesforce.  

salesforce-netsuite-integration

Read More: Oracle NetSuite CRM Integration: Make the Move Right Now!

Integrating Salesforce With NetSuite 

Integration between a company’s ERP and CRM platforms can provide several benefits. Organizations can benefit from CRM ERP integration by streamlining sales, marketing operations, customer service & acquisition process and lead management. Real-time Integrating solutions benefits you in the following ways: 

• Sync data throughout the whole company. 

• Empowers data warehouse for better data visualization, thus reducing data silos. 

• Give your salespeople access to all of the customer information they require in one convenient location. They will be able to make greater use of your lead-generating efforts as a result of this. 

• By eliminating manual data entry, possible mistakes are eliminated and gives your sales team competitive edge to covince your customers.

When data moves freely throughout your company, you have the information to bring smarter business processes and make decisions. 

Both ERP and CRM features are included in the NetSuite product package. Why would you want to connect NetSuite Salesforce integration when the latter already has CRM capabilities? NetSuite is an enterprise resource planning system (NetSuite ERP) that also has CRM (NetSuite CRM) capabilities. 

When compared to best-of-breed CRM systems like Salesforce CRM, some companies may perceive its CRM capabilities to be insufficient.

Want to know how we streamlined NetSuite Integration for Acme Paper & Supply Co., Inc., renowned wholesale packaging distributor.Click here. 

Choosing The Right Middleware Platform 

Your chosen vendor should be able to demonstrate substantial NetSuite Salesforce integration expertise. 

They’ll need to understand how each system handles data and how it streamlines data transformation. Before deciding on a Netsuite Salesforce integration, look for proof that your possible suppliers have integrated these technologies and how their clients have benefitted. 

The benefits and drawbacks of linking systems directly (point-to-point) vs using a middleware solution with a functional “hub” are explored.

The types of data that can be synchronized, the frequency with which they will be synchronized, and the volume of data that can be handled are all aspects to consider. 

In middleware solutions, there will be a link for each system, as well as an operational hub between Salesforce NetSuite integration and any other systems you desire to combine, referred to as “connectors.” 

Thanks to the hub, data will be synced and translated between your systems. Without having to rebuild your integration, connectors may be added or deleted, making it easier to add and remove systems. While the middleware method is harder to implement at first, it has a better ability to scale with your business.

You can download our guide on ERP Integration here

Relevant Reading: Your Easy Guide To NetSuite API Integration

Custom Integrations Solution

If your organization has unique requirements, you might want to look into a custom and real time integration solution. This is more common with direct integrations, but you must have trust in your integration partner’s abilities and be willing to collaborate for the length of your solution. 

With a Netsuite Salesforce integration, you must also be confident from the outset that you have a full understanding of your current and future demands for your NetSuite Salesforce Integration. This helps you enhance forcasting capabilities, financial data and timely insights by unifying data  from various sources.  

iPaaS (Integration Platform as a Service)

A cloud-based connection provider like DCKAP Integrator or Boomi, which both offer low-code connectors for these two apps, is one option for Salesforce Netsuite integration. These services link a wide range of corporate programs and are extremely customizable, allowing data to be merged or updated as it flows from one app to the next. 

If your sales data records has to be cleaned up before being imported into NetSuite, or if you need to use various data sources or endpoints, this may be quite useful.

Recommended Reading: Shopify NetSuite Integration Explained Easy

Synchronization and Data Types 

To avoid disappointment, it’s important to understand the types of data that may be transferred and synchronized. For example, some systems may not automate or synchronize all types of data, focusing instead on customer order history and inventory. You could realize that your solution doesn’t provide customer, product, or shipping tracking. 

For many businesses, the real benefits of merging two powerful technologies like Salesforce Netsuite integration are the enhanced operational efficiency, real time insights and data accuracy that can be achieved by working with a single source of reliable data.

Every business action can be automated and communicated in real-time between Salesforce NetSuite Integration, from inventory management to sales order management to catalog management to invoices generation. You may also be able to respond rapidly to your customers’ purchase habits.

Learn more: Fast & Secure Salesforce Epicor Eclipse Integration: A Quick Guide

Accuracy & Maintenance 

Taking care of your integration solution is equally as important as taking care of your Salesforce Netsuite integration solutions. Routine maintenance, security updates, and product enhancements must all be kept in mind. It’s critical to determine who will be in control, how improvements will be handled, and what this implies for your organization. 

For cloud-based systems like Salesforce and NetSuite, maintenance is automatic and included in your membership, so you’ll want to make sure your integration is up and running, preferably on the Cloud as well for your NetSuite Salesforce Integration

Support

You must put your trust in your integration partner’s support. The right data integration solution ensures you have complete visibility across different business applications. 

You should discuss the quantity of service you will receive once your integration project is done. Check to see if they keep an eye on data flows, for example, to ensure that customer data transactions go smoothly through your system. 

You’ll also want to know how quickly they’ll respond if you have a problem; client satisfaction may be contingent on them quickly resolving issues. 

DCKAP Integrator offers client assistance 24*7*365 availability to ensure that your integrations remain operational indefinitely.

I hope you found this article informative! 

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Thanks for reading. 

Chai

Author Chai

Chai was a product marketer at Cloras (now DCKAP Integrator) ☁️ He is a coffee evangelist, a bibliophile, and constantly forgets to water his house plants.

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