Alliance Partner
16 Jun, 2022

Benefits of Integrating Salesforce CRM and NetSuite ERP

How is it when a top Customer Relationship Management (CRM) provider is combined with a rapidly growing cloud-based ERP platform? That would be fantastic, right? Let us have a look at these technologies-Salesforce CRM and NetSuite ERP, how they should be integrated and the benefits of integration. 

The corporate world is growing highly competitive. As a result, companies require the latest technologies, including strong ERP software or an efficient cloud-based installation, to manage their business processes. Oracle NetSuite is always ahead of the trend foreseeing these needs and it helps business organizations through integrating NetSuite ERP. Choosing an ERP solution is challenging. Organizations should opt for an ERP that is possibly customized according to their specific needs.  

What is NetSuite?

NetSuite is an integrated enterprise management suite that constitutes ERP, E-Commerce, HR, Professional service automation, Inventory, and CRM in a single system. It enables companies to improve and progress while efficiently streamlining their business operations. Customers from different industries make use of the cloud-based NetSuite to work proficiently in the current business environment. Because of its cloud-based architecture, it may be obtained from any location and on any device. NetSuite ERP controls every significant business operation and back-end process in the cloud. It permits businesses to enhance order management, control IT expenditures, improve accounting efficiency, and procurement processes, employ productivity, and so on. 

The Customer Relationship Management system makes certain that every collaboration with the clients is effective and seamless, which will improve the total turnover of the company. It follows all the information regarding customer interactions and their complaints. Salesforce is a prominent CRM software used among businesses worldwide. It offers task management, workflow creation, contact management, opportunity tracking, customer engagement tools, intuitive dashboards and collaboration tools. 

 A Brief Note on Salesforce

A cloud-based application for CRM and integration platform for other applications. It also enables us to tailor marketing, e-commerce, sales, and service solutions to meet specific business needs. The application was built in a manner that organizations function in a proficient and cost-effective way that reduces the cost of managing infrastructure related to hardware. Salesforce provides numerous features for marketing, management, customer support, training, and application integration.   

Why should we integrate Salesforce with NetSuite? 

Companies have been managing and executing their front and back-end processes utilizing two distinct software solutions such as CRM and ERP systems in previous months. However, due to technical improvements and integration power, some firms around the world are choosing to combine Salesforce with NetSuite ERP in order to give prominent user experience. 

Benefits of integrating Salesforce CRM with NetSuite ERP 

When integrating Salesforce with NetSuite, the conventional business process of turning potential consumers into paying customers will be accelerated. You can make the right choice at the right time with Salesforce Integration Services, avoiding needless delays. It helps to increase the number of leads for the cash process. Here are a few more essential benefits that you may gain through integration: more revenue, procurement and inventory, higher profitability, seamless purchase lifecycle management, easy sales cycle monitoring, and high marketing team synchronization. 

Inventory monitoring in real-time: Salesforce and NetSuite integration allows businesses to update and monitor inventory in real-time. This integration is especially beneficial to online company owners. It keeps them informed about inventory availability and the efficient management of inventory may boost brand value and customer happiness. 

Discounts & Special Offers: Many businesses provide discounts and special offers throughout the year. Offering discounts is critical for the company's existence and to attract consumers. Salesforce and NetSuite integration took this to the next level. Any invoice that the account team modifies in ERP will be updated in CRM immediately. This eliminates the need to duplicate your invoicing and purchase order updating activities in CRM. This will assist businesses in determining whether or not they can provide a discount and how many discounts are appropriate. You can better assess your revenue and debt using NetSuite ERP and Salesforce CRM integration services.  

Update Data Easily: Salesforce CRM and NetSuite ERP integration can help you make smarter decisions. It also makes managing vast volumes of data straightforward. Each piece of information gathered is readily documented, edited, and saved for future use. It also eliminates the time-consuming and unproductive data management procedure, allowing you to make smarter judgments. 

Process Automation: Combining these two methods accelerates the automation process.  It is easier to receive orders and deliver on time when the procedure is automated. You can easily trace the life cycles of your purchases and transactions, remain up to date, and increase efficiency. You may benefit from improved estimations and order management through integrating Salesforce CRM with NetSuite ERP. 

More Effective Decision-Making: A company is constantly bombarded with data. Different employees operate in different hierarchies in a firm, such as sales managers, sales teams, C-level executives, and so on. For completing various jobs, all require access to specific information. Team members can access all information and data for improved decision-making through combining NetSuite with Salesforce. There is no need to wait for a certain department to give the information. Using Salesforce integration services saves your time and helps to develop your business. 

Integration refers to the automated process of moving data from NetSuite to Salesforce and from Salesforce to NetSuite without any manual involvement. There are different methods to integrate Salesforce CRM with NetSuite ERP, below are the most significant: 

• Integration according to the web services that could be attained using Salesforce and NetSuite APIs. 

• Third-party integrations like Actian, Boomi AtomSphere, and Informatica. 

• Integration with a customized adaptor parallel to integration based on customized middleware. 

NetSuite is a cloud-based business software package that includes eCommerce, ERP, and CRM. Many company procedures have been transformed from start-ups to enterprises, and NetSuite has become a popular job choice for many individuals. With all of the advantages it offers, it is no surprise that the need for NetSuite professionals will continue to rise in the future! So, if someone is interested in changing their profession in that field, their prospects for advancement and pay are bright. We can discover a variety of opinions about Salesforce's expensive price. Although Salesforce CRM is more expensive, it offers the most user-friendly interface when compared to other CRMs such as SugarCRM, Siebel, and others. Salesforce is working on a wide range of cloud apps and services to keep up with the ever-changing demand for cloud computing. Hence, Salesforce CRM is predicted to develop at a breakneck pace in the CRM industry. 

The advantages of integrating Salesforce with NetSuite are reciprocal. The combination of the two technologies will shorten the time it takes to interact with potential clients and improve company services. Furthermore, it promotes automation, which will enhance the customer experience. 

Need to know more about Salesforce integration with NetSuite? Touch base with Jobin and Jismi for any NetSuite-related assistance.   

 

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