6 Best Benefits of Salesforce CRM & NetSuite ERP Integration

As a leading CRM provider, Salesforce never leaves any page unturned when it comes to delivering the utmost customer satisfaction. Known for helping businesses to build strong customer relationships with their customers, Salesforce CRM also gets easily integrated with other solutions to enhance the user experience.

Businesses can go for a Salesforce implementation services provider to leverage the integration facility.

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However, before we delve into how you can leverage from a Salesforce integration consultant, let us discuss the two most important technologies, which if integrated properly, can create wonders for businesses.

These two technologies are Netsuite and Salesforce.

 

Salesforce and NetSuite – A Perfect Integration for Business Growth

In the previous days, companies used to execute and manage their front-end and back-end operations by using two different software solutions, one is Customer Relationship Management and the other is Enterprise Resource Planning solution.

With the advancements in technologies and the power of integration, now a majority of organizations across the globe are going for Salesforce integration with ERP software like NetSuite to deliver a superlative customer experience.

Let’s move ahead and understand both solutions individually in brief and then learn how these two solutions complement one another.

 

Salesforce – It is the world leader of cloud-based CRM platforms that helps companies in generating more leads, deliver enhanced customer services, execute greater marketing strategies, and gives 360-degree customer view through an interactive and robust dashboard and reporting.

 

NetSuite – On the other hand, it is the world’s fastest-growing cloud-based ERP platform that helps businesses to optimize their process with the power of automation. NetSuite helps you provide true lifecycle management of customers that starts from opportunity management & order management to selling, cross-selling, up-selling, and customer services.

 

Salesforce and NetSuite Integration for Better Business Results

Technically both, Salesforce and NetSuite solutions are the world’s top-notch SaaS provider.

On the one hand, Salesforce is a highly functional CRM software solution that sophisticatedly handles operations like lead generation and cash flows. On the other hand, when it comes to operations like accounting, finance, etc., NetSuite emerged as a perfect solution.

So, if you also want to enjoy the best of both worlds, it’s time you hire a Salesforce consulting company that will streamline the Salesforce and NetSuite integration process.

 

Why is Salesforce and NetSuite integration required?

The amalgamation of two technologies is a pure blessing for businesses. Both Salesforce CRM and NetSuite ERP, if integrated properly, can garner thriving results for your business.

Therefore it is imperative to hire an experienced Salesforce integration consultant to carry out the process.

Let’s learn why Salesforce and NetSuite integration is beneficial for businesses?

Real-Time Inventory Tracking

The NetSuite and Salesforce integration helps companies to effectively manage and update their inventory without any delays. It is especially beneficial for online business owners and helps them to be up-to-date with the status of inventory availability.

Proper inventory management leads to better customer satisfaction and greater brand value.

 

Easy Data Update

Another reason to integrate Salesforce and NetSuite is that it will empower your decision-making ability. With the integration of these CRM and ERP software, you can manage a huge chunk of data easily. You can easily note and update each piece of collected data and make it accessible for future reference.

It will also eliminate the long and inefficient process of data management and bolster your capability of better decision making.

 

Better Decision Making

Every day, a company has to deal with a bundle of information. There are different people who work in different hierarchies in a company, such as C-level executives, sales team, sales managers, etc. All these people require accessing certain information for the execution of certain tasks.

With the integration of NetSuite and Salesforce, all the information and data can be accessed by the required team members for better decision making.

Now do not have to wait for a certain department to deliver you certain information. Go for Salesforce integration services, save your time, and drive growth to a business.

 

Process Automation

The integration of both solutions fuels the automation process. The process automation eases the order taking and delivery process on time. you can easily track your purchase and sales lifecycle, update things and improve efficiency.

Salesforce CRM and NetSuite ERP integration enable you to leverage better quotes and order management.

 

Discount and Offers

Many businesses provide discounts and other seasonal offers. Providing discounts is important for businesses to survive and attract customers. The integration of Salesforce and NetSuite has taken this thing to the next level.

Whatever the invoice that accounts team updates in ERP, it will automatically reflect in CRM, which means you don’t need to duplicate your efforts of updating invoices or purchase orders separately in CRM.

It will help businesses to decide if they can deliver a discount or not, and how much discount would be right.

Hone your capabilities of understanding your revenues and debts through Salesforce CRM and NetSuite ERP integration services.

 

Lead-To-Cash-Process

The integration of Salesforce with NetSuite will energize the traditional business process of converting lead into paying customer.

With Salesforce integration services you can take the right decision at the right time and avoid unnecessary delays.

Fuel up the leads-to-cash process with the integration of Salesforce and NetSuite. Following are other major functions that you can enjoy through integration: Easy tracking of the sales cycle, seamless purchase lifecycle management, strong sync up between marketing team, procurement and inventory, higher profits, and greater revenue.

 

How To Integrate Salesforce CRM and NetSuite ERP?

Integration refers to the process of transferring data from Salesforce to NetSuite and vice versa through the power of automation and without or negligible manual effort.

There are multiple ways through which you can execute integration between Salesforce and NetSuite but the most important ones are as follows:

  • Integration with the help of a custom integration adapter. It will be more like custom middleware based integration.
  • The next one is the third-party based integration which will be done through Boomi AtomSphere, Actian, Informatica, etc.
  • The last one is about the web service-based integration which could be carried out using the API of Salesforce and NetSuite.

 

Conclusion

The integration of Salesforce and NetSuite is a win-win situation for all.  The merger of both technologies will reduce the time to connect with prospects and elevate business services.

It drives automation that will lead to a better customer experience. Hire a Salesforce implementation services provider, like FEXLE Services. With their experience and expertise in Salesforce integration, they can excellently deliver and help your business reach the height of success.

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