If you work with NetSuite and Salesforce, it’s time you integrate the two. In this blog, we walk you through how a NetSuite Salesforce integration, performed well, will help you forecast better, work more efficiently, and ultimately drive more value from the two systems.
NetSuite and Salesforce perform two entirely different jobs. Companies use NetSuite for enterprise resource planning (ERP) to manage inventory, track their financials, and host e-commerce stores. This is where their company’s financial data, such as discounts, credits, and price changes, belong. Salesforce, meanwhile, is a customer relationship management platform (CRM), which allows businesses to better connect with their customers, partners, and prospects. Typically, Salesforce is not used as an accounting tool: yes, users can alter numbers in their CRM fields, but there is no inbuilt accounting logic and virtually no representation of why the numbers changed.
Done correctly and with skill, there are significant benefits from integrating these two systems.
In sum, integrating NetSuite and Salesforce delivers data transparency and financial comparables that enable businesses to make proactive decisions and have accurate forecasts, and having access to both sets of data gives improved visibility of company performance. If you’re ready, so are we! And Endiem’s available to make these improvements a reality in your business!