What Makes Integrating Netsuite and Salesforce a Great Idea?

NetSuite and Salesforce are two cloud-based software that businesses use to manage clients and sell products or services. They help maintain business-client relationships and guide customers through their sales journey, two activities vital for generating revenue. It is now possible to combine the power of both cloud software to increase business efficiency, streamline operations, and grow profits.

What is NetSuite?

NetSuite is an enterprise resource planning (ERP) that companies use to manage their finances, client relationships, and operations. It is cloud-based and has features like inventory management, accounting, customer relationship management, and ecommerce. Companies of all sizes can use NetSuite and it is a great foundation for digital transformation.

Its cloud-based architecture and multi-functionality make it scalable and adaptable to various business needs. It also offers visibility into crucial operational data so managers and business owners can make informed decisions that will contribute to the growth of their company.

What is Salesforce?

Salesforce is a cloud-based customer relationship management (CRM) software that companies use to guide potential customers through the sales pipeline. Companies give their sales teams access to this software so they can collect data from potential customers to track their market activities and apply the necessary sales strategy to close deals.

The software also allows them to address their clients' and potential customers' pain points and foster a better relationship with them.

NetSuite and Salesforce Integration

These two cloud-based software are geared towards business and client management and would work better in sync. NetSuite Salesforce integration has numerous benefits such as the following:

Premium customer experience

Companies aim to generate new leads and keep their existing customers happy. Integrating NetSuite and Salesforce allows them to deliver high-quality customer experience and stand out from their competitors. NetSuite Salesforce integration allows employees to seamlessly pull up necessary information when they are on calls with clients. This reduces the time needed to address their complaints and provide product quotes, thus increasing satisfaction.

Improved inventory management

When trying to sell products to customers, it is crucial to have up-to-date inventory data. This helps sales teams know what items are in stock and the ones that are unavailable. Integrating NetSuite with Salesforce will make it easy for employees to access that information without having direct access to their company's NetSuite account.

This accessibility increases brand loyalty and trust because it minimizes cases of canceled or unfulfilled transactions that result from items being unknowingly out of stock when closing deals.

Sound decision making

Data is invaluable to decision-making, and integration of NetSuite and Salesforce gives sales teams, employees, and executives of a company seamless access to crucial operational data. Traditionally, anyone who needs data they are not privy to to make an important decision will have to request it from the appropriate department. This can be time-consuming and make companies miss out on lucrative business opportunities.

Fast and accurate data updates

Integrating these two cloud-based software will keep their data in sync and updated frequently. This will ensure that employees working with said data on either software will have the most current data. Without NetSuite Salesforce integration, employees will have to enter data manually on each software. This method is slow and prone to errors. Error in operational data can be detrimental to a business and impact revenue.

Improved sales to delivery process

Customer orders have to be delivered accurately and quickly. Consumers will become disgruntled if a company delays their order or delivers the wrong product. NetSuite Salesforce integration reduces the chances of this happening by making it easy for employees to track orders throughout the purchase lifecycle. The integration improves quote and order management, thus making the sales and marketing team able to quickly inform customers of any changes to their order delivery times.

Rapid price updates

When executives of a company change the price of their products on NetSuite, that change will be reflected in Salesforce immediately if they have been integrated. This will avoid miscommunication and mistakes when the sales team is quoting product prices to potential customers. This feature also lets the sales team know if their company is currently offering a discount on certain products, so they can use that to entice the prospects in their sales pipeline to make a purchase.

Increased productivity

Integrating NetSuite and Salesforce will allow the finance and sales teams of a company to work better together. Traditionally, sales teams will have to send emails asking for price and invoice updates from the finance team when dealing with clients. Delayed response will reduce the productivity of the sales team.

Simultaneously, the finance team will receive too many emails asking for updates which can be tedious to respond to and prevent them from attending to other important parts of their job. Integrating both software will streamline this process and allow data flow bi-directionally, making each team able to access the information they need whenever they need it.

Endnote

Companies should consider integrating NetSuite and Salesforce because it will enable their employees to satisfy their customers' needs faster. It increases efficiency, productivity, and customer satisfaction. These qualities enhance collaboration and can grow a business's revenue.