If you’re looking to simplify your lead-to-cash process, consider connecting Salesforce CRM and NetSuite ERP. Utilizing these industry-leading solutions together can maximize sales and accounting efficiency by facilitating seamless data flow throughout your organization.
If you’re considering a cloud-based solution, DCKAP Integrator or Boomi are two great connection providers that offer low-code connectors for these two apps. These services allow for the seamless connection of corporate programs and are highly customizable.
Cloud-Based Connection Providers
No matter if your business runs on NetSuite ERP or Salesforce CRM, the cloud-based integration platforms provided by these two companies offer numerous benefits to your operations. They simplify processes, give insight to make informed decisions, standardize workflows and enhance collaboration between teams.
However, when integrating Salesforce and NetSuite, a robust data integration solution is necessary that can handle all kinds of information – from customer details to order history and inventory status. Otherwise, your business could end up with isolated “data silos” that don’t allow your business to leverage the combined power of these two systems.
Maintaining and tracking all the various record types within your organization can be a time-consuming and expensive endeavor. A data integration platform makes this task simpler, saving you from having to spend unnecessary effort on routine maintenance, security updates, or product enhancements.
Two-Way Sync
Synchronizing is critical for two-way integrations, as it allows your organization to quickly and accurately transfer data between systems. Furthermore, sync helps keep data sets consistent across apps so employees can work more efficiently without having to manually key in information.
Synchronization between business address book and Salesforce or public folder and calendar can be extremely useful for companies that wish to manage their contacts list and calendar on both workplace computers and connected smartphones.
Synchronization also gives your users the convenience of accessing their content from anywhere, so they don’t have to worry about missing or misplaced files. Furthermore, it offers data security and encryption so your company can rest assured knowing their information is safeguarded during transfer.
CiraHub provides two-way syncing between your NetSuite and Salesforce instances. This enables you to transfer all types of records between the two systems, such as contacts, accounts, and products. Furthermore, you can configure syncs so that any future updates to those objects will be synced automatically.
Custom Objects
Custom objects are tables created in Salesforce to store information specific to your business. They provide a convenient way to organize and present data that doesn’t fit into standard objects such as accounts, contacts, opportunities, and cases.
Winston’s Wonderful Painting Company needs to monitor invoices and determine which customers have paid. Unfortunately, this information does not come standard in Salesforce, so Winston’s must create a custom object called “Invoices.”
Custom objects are an ideal way to store complex data that doesn’t fit into standard objects. They provide more flexibility than standard objects, including the capacity for adding multiple properties per object as well as creating new workflows, single-object reports and cross-object reports. Furthermore, custom objects help segment and personalize CRM records while automating sales processes by sending emails when certain events take place.
Reporting
Data accuracy is vital to the success of sales and finance teams. Without accurate information, they are less likely to make strategic changes and satisfy their customers.
NetSuite and Salesforce can be seamlessly integrated, allowing data to move back and forth between the two systems. Any updates made in Salesforce are immediately reflected in NetSuite ERP and vice versa.
This optimized business process also boosts employee efficiency and saves time on manual data entry. It makes data more accessible, leading to more reliable reports for making strategic decisions that benefit the business.
Mosaic’s data modeling automation automates data aggregation between NetSuite and Salesforce to give you a comprehensive view of key SaaS marketing and sales metrics that give strategic insight into your company’s growth, success, and future. Metric trends are easily displayed through out-of-the-box templates and dashboards so that you can quickly assess how well your business is doing. These real-time updates make it simpler for departments to collaborate and work together toward achieving objectives.