Wednesday, May 6, 2020

NetSuite Salesforce Integration – All you need to know


NetSuite and Salesforce are the leading business management applications widely used across the globe. NetSuite is well-known for its financial and accounting capabilities while Salesforce is an award-winning Customer Relationship Management software. However, when you operate these two systems separately, you don’t either make the best out of your both systems. Because efficiency suffers when sales teams and back-office personnel scramble to piece together data from different systems. So, it is really important to have NetSuite Salesforce Integration to eliminate data silos. By integrating NetSuite with Salesforce, you can manage your business and underlying processes more effectively – creating a seamless lead-to-cash process.



Common Approaches Associated with Salesforce NetSuite Integration

Automate Salesforce Leads To Flow Into Netsuite Accounting – In this, you need to integrate your web forms with Salesforce’s lead forms for a quick Lead to Opportunity conversion. As soon as your prospect completes and submits the web form, the lead’s details and other critical information should be populated in real time to the accounting application in order to raise invoices and get cash flows in the organization to keep the business running.

Effective Sales Management – In this approach, accounts, contacts and opportunities are managed by underlying processes set forth by Salesforce.The sales database is the central repository that connects all teams and puts the customer first in your business. Your Salesforce needs to be optimized to capture marketing leads, qualify the lead based on the set criteria within your marketing module of Salesforce or the connected marketing application, and pass it to your NetSuite, from where the service teams can pick up to cater the best services.

How Can We Help You?

If you’re looking for NetSuite integration in Noida, then you should contact us. We deliver easy-to-deploy and cost-effective solution catering to your unique business needs. We ensure that data from Salesforce can be transferred seamlessly to NetSuite and vice versa in an automated way. We administrate, customize, implement, and integrate your NetSuite account and help you to utilize its complete productivity capacity thereby maximizing revenue. You should feel free to contact us.

Cherish Robust Growth with Custom NetSuite Integration By Sending An Email To info@inoday.com

No comments:

Post a Comment

Is NetSuite the Right ERP Software for Manufacturers?

NetSuite ERP for Manufacturing Industry is a cloud-based, omnichannel software suite and the best choice for manufacturers who seek a comple...