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, and billing to inventory management. In this blog, we explore how to why to integrate these popular business applications.
Methods of Integrating NetSuite and Salesforce
Depending on your team, budget, and requirements, there are several ways in which you can integrate your NetSuite and Salesforce applications, including:
Using REST API
Connecting NetSuite to Salesforce using REST API involves the configuration of RESTful scripts on NetSuite authenticating both systems, creating integration users, identifying API endpoints, mapping data, making API requests, handling responses, and implementing data synchronization. You can find the NetSuite REST API browser here. This method keeps data within the NetSuite-Saleforce environment but would need development expertise to implement.
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.
iPaaS (Integration Platform as a Service)
A cloud-based integration Platform as a Service 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 have 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.
Learn more: Integrating your ERP and CRM: How To
Benefits of 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 and smoother workflows, 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 a competitive edge to convince 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 their CRM capabilities to be insufficient.
Here’s how DCKAP Integrator streamlined NetSuite Integration for Acme Paper & Supply Co., Inc., a renowned wholesale packaging distributor.
Choosing The Right Middleware Platform Vendor
Experitise and Experience
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, Shopify Netsuite integration or Salesforce Epicor 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.
Relevant Reading: Your Easy Guide To NetSuite API Integration
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.
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
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 around the clock to ensure that your integrations remain operational indefinitely. The easy to use software offers limitless integrations with your ERP (such as NetSuite, Infor, Epicor P21), CRM (Hubspot, Salesforce), PIM, EDI and more.
What are Salesforce and NetSuite?
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.
Why integrate Salesforce and NetSuite?
Many organizations use both Salesforce and NetSuite, but the two systems aren’t connected out of the box. Working with both software solutions is a fantastic place to start, and it may pay off handsomely to streamline your digital transformation and business strategy and helps you level up your supply chain management.
Can NetSuite integrate with Salesforce?
Yes, NetSuite can be synced with Salesforce for seamless integration and smooth data flow. Common methods to integrate the two include iPaaS, API integration and custom integration.
How do Salesforce and NetSuite work together?
By allowing for the smooth and timely flow of data between two business applications, businesses can ensure consistent data accuracy and eliminate manual data entry. They also help break organizational silos and improve transparency between departments. Effective integration can lead to improved customer experiences as well as boosted revenue.
What are some of the top NetSuite and Salesforce iPaaS vendors today?
Popular iPaaS available today include: DCKAP Integrator, Boomi, Jitterbit, MuleSoft Anypoint (acquired by Salesforce) and more. You can find detailed information on them and more data integration platforms, along with their pros and cons in this guide.