Salesforce is the leading customer relationship management (CRM) software because of the opportunities it creates for companies and their customers. It integrates seamlessly with other tools like NetSuite to provide even more functionality.
NetSuite is a cloud-based enterprise resource planning (ERP) platform. It provides ways to manage financial, distribution, and inventory data.
Both Salesforce and NetSuite lead the global market for software as a service (SaaS) platforms. Integrate them to form a robust business platform for optimizing customer leads and performing ERP operations all in one place. Here are five powerful benefits that will result from this integration.
1. Update Data
Integrating Salesforce and NetSuite allows businesses to improve their decision-making process by making data easily accessible. Quickly update and take note of data to reference later, as well as track contacts, receive estimates, and manage invoices.
This integration also eliminates the long process of managing data. Improve efficiency while offering complete transparency throughout the company.
2. Access Critical Customer Information
Connecting Salesforce with NetSuite enables companies to make valuable customer information accessible. It provides scalability and allows teams to track the status of invoices including overdue, due, and paid. Integrating the two systems also enables the sales and finance teams to have a holistic view of the customer’s financial standing.
Companies rely on this integration solution to locate critical data more quickly and efficiently.
3. Streamline Processes
The integration helps businesses streamline the processes they do every day. This brings together all aspects of the company and improves collaboration across all channels. Creates workflows to standardize business processes. Manage inventory more efficiently by reducing operations. Automate sales orders to increase customer satisfaction.
4. Provide Financial Visibility
Salesforce provides reporting capabilities for creating reports in real-time. Teams can use NetSuite to produce the financial data for these reports by linking Salesforce with their accounting software. Use spreadsheets to monitor and forecast, plus export data from various sources.
Increase efficiency and reduce the chance for human error. Gather meaningful reports by pulling all the necessary data together in one place. This helps companies make vital business decisions.
5. Automate Processes
Automation increases efficiency across all business processes. By integrating Salesforce and NetSuite, businesses can take and process orders quickly. Track sales and view the entire lifecycle of products.
These integrated platforms help businesses make the right decisions by providing data in one place, so it is easy to access. As a result, convert leads into customers and increase cash flow.
Integrating Salesforce and NetSuite helps companies increase sales and track finance and accounting data more efficiently. In addition, the ability to sync all data across channels helps companies connect with their customers like never before.
Companies like Grazitti and Midbsync offer some integration services, but Breadwinner provides a robust integration process that helps move businesses forward.