Typically, Salesforce is integrated with third party ERP programs with the objective of adding value to business. Yet, when you integrate Salesforce, the most popular CRM in the world, with NetSuite, a leading ERP and business accounting system, you built a complete business solution for the utilization of your organization, on a single platform. NetSuite Salesforce has clear benefits to businesses of different types.
For starters, linking NetSuite to Salesforce makes it technologically possible for users to access the integrated platform using a single log-in. The process of user validation is thus simplified, eliminating wastefulness without putting system security in jeopardy.
Secondly, integration permits bidirectional flow of data. As such, you may transmit customer data from Salesforce to NetSuite as well as in the reverse order. Such data transfer is possible en masse, saving time and allowing your personnel to focus on more core business processes.
Looking On The Bright Side of Businesses
In addition, the likelihood of duplication is also checked when you integrate. You’re the same company, and as such, the customers whose records you’re storing in Salesforce are the same you’re managing via NetSuite. It does not make sense to keep capturing the same customer details twice where customer files in one platform can be retrieved from the other.
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The most notable pro associated with NetSuite synchronization is that Salesforce systems can be utilized to simplify and automate some very intricate business processes. These complex business processes may be executed with precision online. Likewise, you’re running two cloud-based platforms that are not the same, but utilizing integration solutions, it’s easy to manage your entire company from a single, synchronized system.
It may help to acknowledge it’s possible to customize the integration to address particular company cases. For example, there exists numerous versions of NetSuite Salesforce integrator solutions, each of which delivers distinct benefits that may match your company needs or not. Therefore, the customization element of Salesforce NetSuite integration must commence with the pick of integrator software that’s most suitable for your business requirements.
As a company that prioritizes emphasis on key operations, you may decide to engage a professional to oversee the custom integration process of your cloud-based business tools. You may embark on the customization with special requests, for instance the deployment of a connector platform you already acquired. You could also mention specific customization options such as implementation of bidirectional flow of data between Salesforce Opportunities and NetSuite payment details.
If the system you’re currently using relies on the manual entry of data, such as the capture of sales orders for the appropriate “Opportunity” in Salesforce, the process can waste a lot of time on top of being prone to human error. Yet, NetSuite Salesforce integration fixes that problem, enhancing lead to cash conversion rates.