Integration of NetSuite and Salesforce

L o g i c M o u n t

November 1, 2023

Integration of NetSuite and Salesforce

Let’s discuss NetSuite and Salesforce. Salesforce, which is rated as the top CRM provider globally, is the best in its class when it comes to their area, and NetSuite, one of the major participants in the ERP industry today, is similarly outstanding. Given this, it is not unexpected that a large number of businesses choose to employ both approaches. You know what’s unexpected?

It’s astonishing how many businesses choose to utilise NetSuite and Salesforce together yet don’t completely integrate the two platforms. Although NetSuite and Salesforce work perfectly well on their own, a lack of communication between the two platforms—as well as the personnel using them—contributes to issues that impede your company’s progress and increase expenses.

This blog will define integration between Salesforce and NetSuite and explain how doing so can improve your company’s efficiency and add value.

Consider for a moment all the data that “lives” in Salesforce.

Leads, prospects, completed or won contracts, sales records, client contact details, and client preferences – and that’s all before you even consider custom fields particular to your company.

Now consider the contents of NetSuite. Again, that’s just the beginning of the list: orders, invoices, payment status, payment history, inventory, lead times, delivery schedules.

Lastly, consider the volume of data that users of NetSuite and Salesforce must routinely exchange. To prevent inadvertently selling products the company cannot deliver, sales representatives require inventory and lead time data. To prepare and send invoices, the finance team needs information about the customer and the opportunity.

For your Sales Operations team to accurately calculate commissions, they must know if invoices have been paid. Data on past payments is necessary for Customer Success Representatives to investigate delinquent accounts.

We could go on forever, but you get the idea—Salesforce and NetSuite exchange a lot of data.

With the help of Salesforce and NetSuite integration, data can move between platforms automatically, saving you time and money by eliminating tasks like emailing, manually entering data again, and swiveling chairs. Furthermore, the integration should by its very nature honor the two titans’ distinct areas of concern.
We’ll examine how this data exchange resolves issues and boosts productivity for you and your team in the following section.

Navigating Economic Turbulence

While data sync between NetSuite and Salesforce seems good, is it really something you should prioritise?

It’s a valid question, particularly in 2023 when leaders are being prompted to examine every dollar spent due to economic uncertainty. Nearly one-third of SaaS spending is wasted, according to Flexera’s State of ITAM report. As a result, budget holders should consider cutting back on SaaS spending and retaining only the essentials.

So, the response is in the affirmative. Businesses must invest in purpose-built solutions and create a strong, effective framework for problem-solving in order to adapt to economic uncertainties. Your revenue operations’ weak points can be strengthened, operational efficiency will rise, and ROI will be realised swiftly with the integration of your CRM and ERP.

This is an in-depth look at the value that Salesforce and NetSuite integration brings, and why it ought to be at the top of your list of immediate priorities.

Connect Your Core Business Functions

A new degree of communication and cooperation between key departments like sales, operations, finance, and service is made possible by integrating your CRM and ERP systems.

To help you start picturing what this improved connection looks like, consider these four brief examples:

Members of the sales team have access to real-time NetSuite inventory data in Salesforce.
Sales is aware of the data that Finance uses to accurately calculate and pay sales commissions.
As soon as a deal closes, operations can view sales order details in NetSuite.
When working with customers, customer success teams can access payment history and status in Salesforce.

I’m sure you can already see why this is so significant.

Still, let us state it clearly: Your operations will run more quickly with this kind of connectivity, which also gets rid of annoying manual handoffs and misunderstandings. Everything becomes faster, better, and more efficient as a result, from production planning and customer service to CPQ and order fulfilment.

Transform CPQ Accuracy & Speed

As we’ve already indicated, integration allows your sales team to access real-time inventory information without ever leaving Salesforce. Sales representatives can also view the most recent lead times, prices, and product descriptions. The amount of live data access you have has a significant impact on your CPQ procedure.

No more waiting for information, attempting to sell nonexistent products, making unrealistic delivery promises, or making poor decisions based on out-of-date pricing information.

Rather, your sales team can instantly access all the information required to quickly and accurately prepare quotes for clients.

Upgrade Field Sales & Service Efficiency

How fantastic would it be if your field sales representatives focused more of their efforts on your best clients and less on upselling clients who haven’t paid their bills in three months?

Then there’s Field Service. What if you never hired agents to perform maintenance tasks for clients who had past-due contracts? or never had to call off another repair appointment due to a shortage of the necessary parts?

Although these situations might seem like science fiction, they can quickly materialise when your ERP and CRM are integrated and data sharing between Salesforce and NetSuite is enabled.

When planning a visit or just dropping by, field sales representatives can check the account status of every customer they speak with beforehand thanks to Salesforce’s payment history feature.

Before organising and dispatching their teams, managers can check the contract status and part availability on the Field Service side.

It’s a fantastic method to enhance the Sales and Service encounter for your devoted clientele while cutting down on time and expense waste.

It Doesn’t Have to Be a Long, Complicated Project

We understand that some of you may want to scream or run away in fear just by reading the words “integrate Salesforce and NetSuite.” However, the process of integrating your CRM and ERP doesn’t have to be time-consuming, costly, or complicated.

It’s not required that you write your own code. Most of the time, using a sophisticated iPaaS solution like Celigo or MuleSoft is not even necessary.

Rather than waiting weeks for a fully functional NetSuite-Salesforce integration, creative ISV partners have created specialised turn-key integration solutions.

Summary

One of the greatest methods to boost productivity and performance across several departments is to integrate Salesforce and NetSuite; this is an investment that will pay for itself in no time.

Furthermore, it’s now simpler than ever to integrate CRM and ERP systems with cutting-edge, new turn-key solutions that are both expandable and customizable. You should prioritise integration highly in the near future for many reasons, including the absence of fear.