A NetSuite Salesforce Integration connects and syncs data and processes between NetSuite, an ERP platform and Salesforce, a CRM platform.
While Salesforce and NetSuite work great independently, not integrating NetSuite with Salesforce can cause problems. This lack of integration can slow down your business and cost you money.
In this article, I’ll discuss how you can ensure a successful NetSuite Salesforce integration.
What is Salesforce?
Salesforce is a cloud-based CRM software that helps companies find more prospects, close more deals, and connect with customers in a whole new way so they can service them at scale.
Salesforce brings all your data together. This CRM is used worldwide to manage sales, finance and commercial operations from anywhere. Salesforce CRM is way more powerful than traditional Salesforce software and offers a wide range of technical services, including awesome features.
What is NetSuite?
NetSuite is a single ERP system that helps a company run a business in many ways. It has several applications built by companies to increase efficiency and reduce costs. It simplifies business processes and provides operational and financial data visibility so organisations can make better decisions. NetSuite has software that helps companies understand their business, drive big savings, and optimise business by using integrations like Salesforce.
Methods of NetSuite Salesforce Integration
Here are the three ways NetSuite and Salesforce can be integrated:
- Third-Party Integration Tools: These tools have pre-built connectors that simplify the integration process. They are user-friendly and require minimal technical expertise.
- Custom Integrations: Custom integrations can be built for businesses with unique needs. This approach gives you flexibility but may take more time and resources.
- Native Integrations: Some native solutions offer seamless integration between NetSuite and Salesforce. These are usually the fastest and most reliable.
Cloud-based integration services, such as iPaaS solutions, also facilitate integration between platforms like NetSuite and Salesforce, offering seamless connectivity and efficient data management.
The NetSuite and Salesforce integration gives you access to more customer information, better customer data and increased operational efficiency.
1. NetSuite Salesforce Integration Through iPaaS
iPaaS stands for Integration Platform as a Service. NetSuite integration with Salesforce is a process that involves syncing objects using batch classes, and it can be done with tools like Celigo and Boomi. These services have connectors that help you integrate NetSuite with Salesforce.
Here are some reasons why you might choose iPaaS-based NetSuite Salesforce Integration:
- It is customisable, so integration is more straightforward.
- Data transfer between applications is simple.
- Users can modify data as it moves between systems to fit business needs.
- Better utilisation of data transferred between Salesforce and NetSuite.
2. NetSuite Salesforce Integration Through RESTlet
For a highly configurable integration option, use the RESTlet tool NetSuite provides, also known as the NetSuite connector for Salesforce. This tool allows data mapping and integration between NetSuite and other enterprise applications like Salesforce and eCommerce.
Here are some things to consider when using RESTlet for NetSuite Salesforce Integration:
- Test the integration thoroughly to get the desired outcome.
- Ensure critical financial data is not impacted by the integration.
- Prioritise data security.
- Use this method if you need deep customisation and configurations, as RESTlet allows users to write code and shape connections according to their needs.
The choice depends on business needs.
3. NetSuite Salesforce Integration Through Native Applications
Native integration means using built-in tools or connectors provided by Salesforce and NetSuite. One such example is Breadwinner.
Breadwinner is a Salesforce native application. It’s built and designed to integrate with the Salesforce platform. Whilst Breadwinner integrates Salesforce with financial platforms, specifically NetSuite, its native integration is within the Salesforce environment.
Why integrate NetSuite with Salesforce
Salesforce and NetSuite integration is essential and should be a top priority. Proper integration with NetSuite means seamless sync and performance.
1. Connect and Collaborate
Integrating your ERP with your Salesforce brings together your departments, such as sales, operations, finance, and service. Here are some instances:
- Sales team members can see live inventory data in Salesforce.
- The finance team can calculate and pay sales commissions accurately, and sales can see this information.
- Operations get sales order details in NetSuite when a deal is closed.
- When dealing with customers, the customer Success team can see payment status and history in Salesforce.
This connectivity quickens business operations and eradicates manual data entry, making everything from quotes to customer service faster and more efficient.
2. Accuracy & Speed
Integration lets your Sales team view live inventory data, product descriptions, pricing, and lead times directly in Salesforce. This streamlines the Configure, Price, Quote (CPQ) process, ensuring you receive accurate and fast quotes without delays or outdated information.
3. Upgrade Field Sales & Service Efficiency
This NetSuite integration allows your Field Sales reps to concentrate on your best customers, avoiding wasted time on overdue invoices. For Field Service, you can prevent sending agents to customers with delinquent maintenance contracts or delays caused by unavailable parts.
Sales reps can view customer payment history in Salesforce, while field service managers can check contract status and part availability before scheduling visits.
This saves time and money and improves your customers’ overall Sales and Service experience.
4. Easy Process
Integrating Salesforce and NetSuite can be quick and straightforward. You don’t need to write code or invest in complex solutions. Specialised integration tools can establish a fully functional NetSuite-Salesforce integration in less than a week, simplifying the entire process.
Advantages of the Salesforce NetSuite integration
Data and Process Flow
Integration smooths the flow of data and processes between Salesforce and NetSuite, reduces manual effort and minimizes errors. This streamlined flow improves overall operation. NetSuite to Salesforce integration is a must for business operations, as it gives flexibility and customization.
Sales and Marketing Alignment
Integration brings together Sales and Marketing teams. With shared data, both teams can work seamlessly for a more cohesive and effective customer engagement.
Full Customer Visibility
Businesses gain a 360-degree view of customer data by integrating Salesforce and NetSuite. This allows for more informed decision-making, personalized customer interactions and better relationship management.
Order-to-Cash Process
Integration links Salesforce sales activities with NetSuite’s order fulfilment and financial processes. This means faster order processing, accurate invoicing and better cash flow management.
Reporting and Analytics
Integrated systems provide a single source of truth for reporting and analytics. This means decision-makers can access accurate, up-to-date information for better planning and performance analysis.
Scale and Adapt
The solution is scalable so that businesses can grow without disruption. It’s flexible enough to adapt to changing business needs, and the systems can evolve with the company.
Better Customer Experience
Businesses can deliver a more seamless and personalized customer experience with a single view of customer data. Integration gives quick access to information so customer-facing teams can respond to queries and provide better service overall.
How can Jacopo help you with Salesforce NetSuite Integration?
Contact Jacopo today to benefit from his decade of experience helping thousands of customers with seamless Salesforce—NetSuite integrations. As a leading NetSuite development company, we specialise in CRM solutions, and our dedicated team of expert NetSuite consultants and developers is ready to guide you through the best integration process.
Whether you need to integrate NetSuite and Salesforce using Boomi, Mulesoft, Celigo, or REST APIs, Jacopo and his team will deliver the latest solutions tailored to your needs. Jacopo ensures your product’s success with pre-built, fully managed, and advanced integration options. Reach out now to get started.
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Salesforce NetSuite Integration FAQs
What are Salesforce and NetSuite?
Salesforce is the world’s number one cloud CRM, and NetSuite is one of the top cloud ERP systems, with customers worldwide. Many businesses use both of these well-known SaaS providers.
Why integrate Salesforce and NetSuite?
Many businesses use both Salesforce and NetSuite, but these systems aren’t connected out of the box. Using both software solutions is a solid foundation for boosting your sales efficiency, which is why many companies integrate Salesforce into their current setup.
Can NetSuite integrate with Salesforce?
Yes, NetSuite can be synced with Salesforce for integration and data flow. Common integration methods are iPaaS, API integration and custom integration.
How do Salesforce and NetSuite work together?
Businesses can have accurate data and eliminate manual data entry by having data flow smoothly between two business applications. They can break down organisational silos and have transparency between departments. Integration can lead to better customer experience and more revenue.
What is a NetSuite Salesforce Connector?
A NetSuite Salesforce Connector integrates NetSuite, an ERP system, with Salesforce, a CRM platform. This tool acts as a bridge, enabling the two systems to communicate and share real-time data. It allows businesses to sync and streamline processes, ensuring data consistency and accuracy between NetSuite and Salesforce. NetSuite data integration further enhances these processes through data replication and improved operational efficiency.
What kind of data is exchanged in Salesforce NetSuite integration?
Through Salesforce NetSuite integration, businesses can share various data types based on their needs. Commonly shared data include customer details, emails, sales orders, product information, financial data, and other business-related information. This integration ensures smooth data flow between the two systems, improving business processes. NetSuite integrations also enhance operational efficiency, particularly for distributors.
