How NetSuite Salesforce Linkage Helps Businesses Salesforce is usually linked with third party ERP software for the purposes of boosting value to business. However, if you bring together Salesforce, the top CRM in the world, and NetSuite, the number 1 ERP and business accounting platform, you create a fully-fledged solution for use by your organization, on a harmonized system. There are clear benefits for various business types that utilize Salesforce NetSuite integration. 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 a result, you’re able to transfer customer data from NetSuite to Salesforce and vice versa. Such data transfer is possible en masse, saving time and allowing your personnel to focus on more core business processes.
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With integration, occurrences of duplication are reduced. You’re one company, so the customers whose records you’re keeping in Salesforce are the same you’re interacting with using NetSuite. There’s no need to keep entering the same customer details twice when customer records from one system are accessible from the other.
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The most substantial benefit of integration with NetSuite is that Salesforce applications may be able to automate and simplify extremely complex business processes. The sophisticated business problems may be solved with accuracy from the cloud. In addition, you’re operating two different cloud software products, but using integrator tools, you can manage your entire enterprise from one, harmonized solution. 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. As such, the customization aspect of Salesforce NetSuite integration should begin with the selection of an integrator application that best addresses your business needs. 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. When the platform you’re using lately depends on manual data capture, for example the typing of sales orders for the matching Salesforce “Opportunity,” the task can waste plenty of time in addition to being open to human mistakes. Yet, NetSuite Salesforce integration fixes that problem, enhancing lead to cash conversion rates.