NetSuite is an established ERP system, managing accounting and inventory data. Salesforce acts as a CRM that handles sales information but lacks a comprehensive accounting solution.
Segregating sales and financial teams into separate silos can create serious issues. Fortunately, there are solutions available that can connect these systems and provide vital data.
Cloud-Based Connection Providers
Cloud services are an efficient and cost-effective way to boost your business’ agility and flexibility. They enable convenient, immediate access to applications and data from anywhere without the need for complex changes to your IT infrastructure.
Many businesses rely on cloud services for email, document storage and collaboration. With these accessible from the cloud, employees have convenient access to them at anytime from any location.
Cloud-based connection providers can assist you in integrating NetSuite with Salesforce and other enterprise applications. They offer APIs and easy integration solutions to streamline your business processes.
Cloud-based integration services automate and synchronize critical business information between applications, providing you with a comprehensive view of your organization’s performance and operations. This data can help you make more informed decisions, while ensuring customers receive the products and services they require.
Select a provider who meets all applicable standards and certifications, as well as one with structured processes and sound data management practices. Doing this helps avoid vendor lock-in – which can occur due to proprietary technologies or inefficient processes that restrict portability to other vendors.
Boomi
Boomi is a cloud integration platform-as-a-service (iPaaS) designed to make data integration between applications and databases effortless. It offers various features like API management, ETL processing, file transfer, and more that make the process of integrating apps and data easier than ever before.
Boomi helps businesses efficiently connect people, processes, apps and data by automating manual data entry. This allows companies to get more done in less time while saving them both time and money.
Boomi features an intuitive drag-and-drop interface that simplifies integrations faster than they would have been without it, helping it become one of the leading iPaaS providers on the market.
Boomi offers an integration framework compliant with multiple security standards, such as HIPAA and GDPR, providing a safe platform to store and manage sensitive information. Additionally, the company provides tools to help clients design, deploy, and monitor their integrations; plus it has a dedicated API management feature for secure control over these processes.
Celigo
Celigo is an iPaaS (integration platform as a service) solution that enables companies to connect their systems and third party applications for efficient workflows. It offers over 200 integration templates as well as a low-code environment for developers to construct complex data integration flows.
Celigo’s iPaaS platform helps organizations take advantage of business opportunities and challenges, eliminate silos, and ensure data consistency and accuracy across disparate systems. It also reduces the cost to scale as data grows larger, giving small IT teams the tools they need to simplify operations.
Celigo also provides a data transformation feature that simplifies the complex JSON structure of incoming or exported data to something simpler to read and comprehend. It can remove fields, alter field names, and rearrange the order in which data is presented in a JSON record.
The company provides free email, chat and phone support. Its Essential Customer Success Plan includes unlimited online help as well as extensive documentation. Premium customers can upgrade to either the Preferred or Premier Customer Success Plan for expanded support services.
Breadwinner
Breadwinner is a self-contained NetSuite and Salesforce orchestration solution, offering an easier alternative than many iPaaS solutions like Celigo or Boomi. It can be installed and operational in less than 24 hours, unlike other iPaaS options which may take weeks or months to set up or get up and running.
For businesses that want to connect their sales and finance data in one centralized system, Salesforce is an ideal option. Businesses of all sizes and industries can utilize its native app to streamline their sales operations for improved productivity and increased cash flow.
They offer bi-directional integration between Salesforce and accounting software (NetSuite, QuickBook, Xero) as well as major payment processors like Stripe, Square, Braintree and PayPal. This enables Salesforce to become an ERP with Accounts Receivable and Accounts Payable data stored within Salesforce.
This integration enables companies to view NetSuite pricing directly within Salesforce, eliminating the need to use a separate tool for this task. Furthermore, it eliminates any risk of duplicate products within one customer account.