NetSuite to Salesforce Integration gives organizations the ability to streamline processes and gain greater insight into their data, helping them make faster, informed decisions.
Integrated business processes and data form the cornerstone of an organization’s success, and when these elements work seamlessly together teams can share information in real-time.
Streamlined Processes
NetSuite and Salesforce can work together seamlessly, offering executives and managers faster access to critical business information for making better decisions about client relations, service delivery, revenue growth and workforce development. Reports and dashboards that span both systems give them a complete picture of the organization so they can make smarter decisions on client relationships, service delivery revenue growth and workforce development.
Streamlined processes are key components of any business that seeks to compete and thrive in today’s marketplace. When sales and finance teams align behind one vision and data set, more time can be dedicated to business expansion and strategic planning.
Integration solutions between Salesforce and NetSuite can accelerate configure, price, quote (CPQ) workflows in order to deliver more accurate and comprehensive quotes and proposals to clients more rapidly – thus increasing customer satisfaction and retention as approved proposals arrive faster.
Streamlined processes also enable better inventory management and faster payment collection, thanks to real-time inventory monitoring. Customers no longer have to wait long before their orders are fulfilled and will also get quicker responses when they contact your customer support team.
Increased Productivity
NetSuite is a cloud ERP software solution created to assist businesses automate their financial, supply chain, e-commerce, and professional service automation processes in an effort to increase productivity while providing accurate data with quicker return on investment.
With the integration between Salesforce and NetSuite, your sales reps will be able to track customer orders on both platforms simultaneously – giving them real-time access to customer orders and billing data.
NetSuite and Salesforce can communicate seamlessly to update product prices automatically – saving both time and money for your organization.
Finance teams can leverage Salesforce to link their accounting software, making it possible to access up-to-date financial data for reports and dashboards without exporting from multiple applications and sources – thus increasing efficiency while decreasing human error.
Synchronized information can then be shared across various departments of a business. This will give sales, operations, and finance teams an accurate picture of business performance for making timely and accurate business decisions.
Better Alignment
One of the key ingredients of business success lies in having strong alignment between finance and sales teams, with NetSuite and Salesforce integration allowing both to collaborate real-time on essential data.
Not only can this tool save time, but it also enhances data quality – for instance you could easily create a dashboard of your most critical metrics.
With NetSuite Inventory Management Module, you can gain a holistic view of your inventory to enable informed decisions regarding product mix.
Integration between platforms makes it simple to establish a single source of truth that will provide your business with more accurate financial insights, reduce human errors, and simplify team collaboration as they no longer need to worry about which tool they’ll need when an issue arises.
Access to Data
Integrating NetSuite and Salesforce can greatly simplify data access across departments. This enables them to gain a comprehensive view of their businesses from reports and dashboards.
Integration between Salesforce and NetSuite means having to rely on someone going back and forth between both platforms to gather and compile data – an inefficient process which could result in errors. When all the information you require can be found within one platform, decisions can be made more quickly while becoming proactive with their work.
Sales and customer service teams can access the data they require quickly when clients call in with questions. This saves them time, enabling them to provide superior customer experiences. Finance teams also benefit from having timely access to financial data that allows them to make more timely and informed decisions regarding financial performance of the business and avoid mistakes that cost money or compromise brand image.