Integrate Your Netsuite & Salesforce To Move Your Business Forward

  • Oct 9, 20
  • Emily Danvers

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. 

  • Less redundant work 
    • Companies no longer have two separate teams entering the same data into two separate databases. Users enter all data into a single “source of truth” and the two databases sync and share information.

  • More automation 
    • Once a job/ticket is booked in Salesforce, it triggers invoice creation in Netsuite with all the related details for that specific process. Upon invoice creation, the integration sends a “confirmation” record to Salesforce and the customer. 

  • Better visibility 
    • Sales & Marketing executives can leverage financial data from NetSuite within Salesforce to better understand how the team’s efforts impact the company’s financial system. 
    • Finance Managers have access to CRM data (customers, opportunities, or bookings) which allows better forecasting. Finance execs can then understand trends such as customer performance vs. outstanding balances. 

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!

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