Skip to main content
CRM IntegrationIntegratorNetsuiteOracle

Oracle NetSuite CRM Integration: Make the Move Right Now!

By |August 31, 2022 September 5th, 2022No Comments

If you’re looking for a CRM software that can help take your business to the next level, you may want to consider Oracle Netsuite. 

Oracle NetSuite CRM is a customer relationship management software application that helps businesses track and manage their customer interactions, sales pipeline, and marketing campaigns. The platform includes features such as contact and customer management, opportunity tracking, quotes and orders, sales forecasting, marketing automation, and email marketing.

Get our best content on eCommerce and backend operations to optimize your distribution business for profitability in your inbox one time a week.


How Does Oracle Netsuite CRM Work?

Oracle NetSuite CRM integrates with your business’s existing systems, such as your accounting software or ecommerce platform. This allows you to automatically sync data between the two applications, making it easy to keep track of your customers’ information in one place.In a nutshell, NetSuite CRM offers a seamless information flow across the entire customer lifecycle, from lead through opportunity, order, fulfilment, renewal, upsell, cross-sell, and support. It has all the features of a traditional CRM solution, including sales force automation (SFA), customer service management, and marketing automation. Moreover, the hassle-free integration capability makes it possible to automate tasks such as sending follow-up emails or creating marketing segments based on customer purchase history.

Read More: Oracle PeopleSoft & HubSpot CRM Integration: Manage Data Across Your Business

What are the Benefits of Oracle NetSuite CRM?

Organizations that have adopted Oracle Netsuite as their CRM system enjoy many benefits. There are many benefits of using Oracle NetSuite CRM for your business. The software can help you save time by automating tasks that would otherwise need to be done manually. It can also help you increase sales by giving you a better understanding of your customers’ needs and desires. Additionally, Oracle NetSuite CRM can help you improve your customer service by providing a central location for all customer information.

Benefits of Oracle NetSuite CRM

Here is a detailed account of the top benefits that you can experience using Oracle NetSuite CRM:

NetSuite CRM gives sales teams the tools they need to succeed

NetSuite provides sales teams with the tools they need to manage customer relationships effectively. The software gives sales reps a 360-degree view of customers, so they can see all interactions and touchpoints. This information is valuable for understanding customer needs and developing targeted sales strategies. In addition, NetSuite streamlines sales processes by automating key tasks, such as lead management and opportunity tracking. This saves time and allows reps to focus on selling. Finally, NetSuite’s built-in collaboration features facilitate communication between team members, which is essential for success in today’s fast-paced business world.

NetSuite CRM provides a 360-degree view of customers

NetSuite’s 360-degree view of customers provides sales reps with valuable insights into customer behavior. This information can be used to develop targeted sales strategies that are tailored to individual needs. In addition, the 360-degree view enables sales reps to build stronger relationships with customers by understanding their unique needs and preferences.

Moreover,

NetSuite CRM streamlines sales processes

NetSuite streamlines sales processes by automating key tasks, such as lead management and opportunity tracking. This saves time and allows reps to focus on selling. In addition, NetSuite’s built-in collaboration features facilitate communication between team members, which is essential for success in today’s fast-paced business world.

NetSuite CRM tracks customer interactions

NetSuite tracks all customer interactions, so sales reps can see all touchpoints in one place. This information is valuable for understanding customer needs and developing targeted sales strategies that are tailored to individual preferences. In addition, the ability to track interactions helps sales representatives build stronger relationships with customers by providing a more complete picture of their behavior.

NetSuite CRM facilitates collaboration among employees working on the same account

NetSuite’s CRM system has many features that facilitate collaboration among employees working on the same account including real time updates, viewing each others’ calendars, sharing contact lists, creating tasks and events visible to everyone on the team and more. This allows for a more cohesive and effective sales team that can avoid duplicating efforts, better utilize each other’s strengths and weaknesses and close deals faster.

NetSuite CRM ensures easy integration with third party applications

Sales force automation, marketing automation, and customer care and support are just a few of the strong features that NetSuite Customer Relationship Management (CRM) offers in a single cloud system. In addition to powerful order management, partner management, and sales performance tracking, Oracle NetSuite CRM seamlessly integrates with other ERP and ecommerce platforms.

Why CRM Integration?

Why CRM Integration

Although CRM systems are effective on their own, combining them with other apps may help businesses better coordinate their crucial business processes, enhancing the effectiveness of the tool. Companies can drive effectiveness to achieve shared organizational goals while retaining customer happiness and business productivity in addition to automating associated activities.

If done correctly, CRM interfaces may help businesses increase the functionality of their current apps without switching back and forth between various systems, improve departmental communication, cut down on the time and money spent obtaining data, and train their personnel.

However, you need to take thorough industry research when integrating your CRM to ensure you are getting the most out of this. Due to the complexity of the systems, workflows, and technological workarounds involved in each integration, the process of integrating CRMs with other applications may vary depending on the demands of your business. However, businesses can now develop their own connections quickly and without any coding, thanks to some of the most recent industry innovations, such as an API, data integration, or integration platform as a service (iPaaS) platform.

Relevant reading: Top 10 CRM Software for Distributors to Increase Customer Experience & Sales Growth

Things to Consider to Ensure Successful NetSuite CRM Integration

  • The capabilities and reliability of the integration solution are among the most important factors to take into account for your CRM integration. The capacity to track, control, and automate workflows is only one capability offered by a number of application integration solutions. Along with this, the best option is the one that offers a broad range of application integration support, simple installation, customization, intuitiveness, simplicity of use, low-code utility, reporting capabilities, security, and support.
  • Remember the business logic and configuration needed to establish the proper parameters and conduct the integration workflow when you perform your CRM integration. You can opt to have preset “out-of-the-box” configurations and business logic predefined for the particular integration, or you can adjust the configurations as necessary to match your unique needs.  In both situations, applying intricate bits of logic, triggers, and settings may call for a thorough knowledge of the application.
  • The capability to map data between applications in a bi-directional way is crucial when executing CRM integration so that the data is accessible on each platform to carry out the required process. Data synchronization should take place in real-time since events are started by data movement from one system to another. Additionally, often a single system serves as a source to organize data in one location and manage how it is retrieved and rewritten without duplicating it elsewhere.
  • Setting up the appropriate rights and security parameters in the CRM and the associated applications is a crucial step before deploying your next CRM integration. Before implementing the integration, set up the appropriate user profiles on the relevant application, as well as access control and rights to view, read, and modify the data, objects, and fields as necessary.
  • Setting up the proper server needs and API calls to connect the systems for operating the connection is also necessary for a successful CRM integration. This means that you must check that the server and web API you are utilizing for the CRM integration are compatible.

Recommended Reading: ERP CRM Integration – Is it for you?

DCKAP Integrator: Your One Stop Solution for Oracle Netsuite CRM Integration

When it comes to integrating Oracle Netsuite CRM into your business, you need the assistance of a popular integration platform. DCKAP Integrator acts like a catalyst to fuel-up your bi-directional data sync. 

Oracle NetSuite CRM Integration using DCKAP Integrator

Here’s how DCKAP Integrator eases your Oracle NetSuite CRM Integration journey:

  • Ensures Real-Time Data All the Time   
  • Unifies Customer Data In One Place
  • Amplifies Lead Conversion
  • Reduces Data Synchronization Challenges
  • Augments Decision Making
  • Prevents customer churn and lost leads

Data collection is one of the most important tasks that a CRM integration can perform. However, it can be challenging to keep track of all the data that’s being collected throughout the company. DCKAP Integrator can help make this process easier by providing zero-effort data synchronization. This means that your data will always be in sync, no matter where it’s located. 

This saves you time and money by reducing the number of times you have to go back and forth between different systems. In addition, it consolidates all your customer data into one place so that you can see everything at once. This makes it easier for you to identify which customers are more likely to convert into leads, and more importantly, helps you target your marketing efforts accordingly.

Kickstart Oracle NetSuite CRM Integration Right Now!

If you’re looking for a powerful CRM system to help manage your business, Oracle Netsuite is a great option. Overall, Oracle Netsuite provides a comprehensive, yet flexible CRM solution that can be easily tailored to fit the unique needs of any business. Its wide range of features and functionality, along with its high degree of integration with other enterprise applications, make it an ideal choice for businesses of all sizes. However, to bring out the complete benefits of using Oracle NetSuite CRM, you need to prepare for CRM integration. And you don’t need to worry about it when you have the right choice right in front of you—-DCKAP Integrator.

DCKAP Integrator integrates with various other systems and it can help you to consolidate and organize your data in a way that makes it easier to access and use. This ensures that you have everything you need at all times, making it easier for you to make informed decisions about your business.

Want to know more? Book a demo right now. We can help you get through the intricacies of Oracle NetSuite CRM integration.  

Aiswarya Madhu

Author Aiswarya Madhu

Aiswarya Madhu has two years of experience in content creation. Pen and Paper, without them her life is dry. She can manage keyboards too. At present, she navigates the intricacies of eCommerce. When not engaged in writing, she enjoys savoring books and tea.

More posts by Aiswarya Madhu

Discover What You’re Missing

Get the weekly email full of actionable ideas and insights you can use at work and home.