Many businesses face challenges automating and integrating their various business applications, but need a solution that provides real-time visibility while decreasing manual errors.
Integration between Netsuite and Salesforce gives both teams access to data necessary for lead generation and making informed decisions, breaking down silos within departments and increasing efficiency within your organization.
Real-time visibility
Real-time visibility provides insight and real monitoring of equipment or processes as they occur, enabling faster decisions and improving efficiency from origin to destination. Real-time visibility also enhances operational performance through better supplier management, warehouse optimization, inventory accuracy control exception handling transportation resource management and delivery velocity tracking.
Effective alignment between finance and sales is vital to business growth. Sales teams may require access to invoice status information when making decisions about opportunities or accounts; having this available within Salesforce saves them time and effort while eliminating data silos between systems.
To achieve this goal, a NetSuite Salesforce integration solution must offer real-time updates that are accurate and seamless. There are many methods for doing so – including using APIs – but this approach may prove complex and expensive while necessitating considerable technical knowledge to implement successfully.
Increased productivity
Finance teams frequently complete forecasting and data tracking using spreadsheets, which requires exportation of data from various sources. This process can be lengthy and subject to human errors. Integrating solutions like Relational Junction can help automate processes, streamline operations, and eliminate manual data entry processes for improved efficiency.
Salesforce and NetSuite can increase productivity by making collaboration easier for employees across customer service, supply chain management and marketing departments. They work hand in hand to ensure all departments can communicate efficiently about important matters such as stock availability or orders processed.
This feature helps companies avoid stock-outs and maximize profitability by providing real-time visibility into inventory levels and detailed financial reports that enable businesses to identify trends and make informed decisions for increased sales, better customer experiences and decreased operational costs. This solution is ideal for mid-sized to large ecommerce businesses as well as manufacturing facilities which need intelligent inventory management solutions.
Increased collaboration
If your company depends on both Salesforce and NetSuite, an integration solution should be seamless and reliable. Such a platform will streamline business procedures, remove manual processes, provide real-time visibility, as well as assist your teams in working together more easily and providing excellent customer service.
Integration will break down existing data silos and provide all your teams with access to the information they require – for instance sales reps can gain immediate visibility into invoices and orders without needing to go back through their finance team for updates.
NetSuite Salesforce integrations also improve inventory management. They allow for easier tracking and avoidance of stock-outs; improve project management tools by monitoring, reporting and analyzing projects in real-time; as well as facilitate customer connections by shortening connection times between customer contacts.
Better financial reporting
NetSuite is a business management solution that offers businesses a single software platform to streamline operations and manage financial, customer relationship management (CRM), inventory and automation processes in real-time. Furthermore, this solution gives real-time visibility into finances of each user.
Netsuite offers an all-in-one financial management solution, featuring accounts payable, accounts receivable, general ledger, revenue management and multi-currency support. This enables organizations to track financial performance while decreasing time spent budgeting and reporting by centralizing information within one system.
Financial reporting is an integral component of any CRM and can provide companies with better insights into their operational and financial performance. Integrating Salesforce and Netsuite allows sales and finance teams to access more comprehensive data that allows for informed decisions to be made more quickly.
This integration links two of the leading cloud-native platforms, eliminating manual data entry and creating a seamless experience for both teams. Utilizing Celigo Connector, changes made on Salesforce records or invoices are automatically updated in NetSuite; so all of your critical information remains accurate.
Deepak Wadhwani has over 20 years experience in software/wireless technologies. He has worked with Fortune 500 companies including Intuit, ESRI, Qualcomm, Sprint, Verizon, Vodafone, Nortel, Microsoft and Oracle in over 60 countries. Deepak has worked on Internet marketing projects in San Diego, Los Angeles, Orange Country, Denver, Nashville, Kansas City, New York, San Francisco and Huntsville. Deepak has been a founder of technology Startups for one of the first Cityguides, yellow pages online and web based enterprise solutions. He is an internet marketing and technology expert & co-founder for a San Diego Internet marketing company.