Salesforce is the leading customer relationship management (CRM) software due to the opportunities it offers 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, offering ways to manage financial, distribution, and inventory data.
Both Salesforce and NetSuite are leaders in the global market for software as a service (SaaS) platforms. Integrating them creates 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.
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, improving efficiency while offering complete transparency throughout the company.
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.
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. It creates workflows to standardize business processes, manages inventory more efficiently by reducing operations, and automates sales orders to increase customer satisfaction.
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. They can use spreadsheets to monitor and forecast, plus export data from various sources.
This increases efficiency and reduces the chance for human error. It gathers meaningful reports by pulling all the necessary data together in one place, helping companies make vital business decisions.
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, making it easy to access. As a result, they can 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.
Like this article? Find more here