Let’s talk Salesforce and NetSuite. Ranked as the leading CRM provider worldwide, Salesforce is the best in-class solution in their category – and the same goes for NetSuite as being one of the most prominent players in the ERP market today. With that in mind, it’s not surprising that so many companies opt to use …
Here are highlights from article 4 Reasons to Integrate Salesforce & NetSuite | Salesforce Ben
1. Importance of integrating Salesforce and NetSuite:
– Many companies use both Salesforce and NetSuite independently, but lack of integration between the two systems causes problems and slows down business processes.
2. Data exchange between Salesforce and NetSuite:
– Both systems contain a significant amount of data that needs to be exchanged regularly, such as leads, opportunities, sales history, orders, invoices, payment status, and customer information.
– Integration allows for automatic data synchronization between the two systems, eliminating the need for manual data entry and reducing errors.
3. Benefits of integration:
– Improved performance and efficiency: Integration streamlines processes and allows for better collaboration between different departments, such as Sales, Operations, Finance, and Service.
– Economic stability: In times of economic uncertainty, integrating Salesforce and NetSuite can help businesses develop a sturdy framework, solve problems efficiently, and deliver quick return on investment.
– Cost reduction: Integration reduces wasteful spending on unnecessary software and focuses on purpose-built solutions.
4. Enhanced connection and collaboration:
– Integration enables Sales team members to access live inventory data from NetSuite directly in Salesforce.
– Finance teams can easily access customer data and opportunity details from Salesforce for invoicing purposes.
– Sales operations can check payment history data from NetSuite to calculate accurate commissions.
– Integration improves collaboration between core departments and enhances overall business performance.
5. Prioritizing integration:
– Given the benefits and value that integration provides, it should be high on the list of near-term priorities for businesses to adapt to economic uncertainties and increase operational efficiency.
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Source from salesforceben(dot)com