How To Integrate Salesforce With Netsuite? - PowerPoint PPT Presentation

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How To Integrate Salesforce With Netsuite?

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Salesforce is the worldwide leader in making revolutionary business applications, served from the cloud and are designed to help generate leads for an organization. – PowerPoint PPT presentation

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Title: How To Integrate Salesforce With Netsuite?


1
How To Integrate Salesforce With Netsuite?
  • Salesforce is the worldwide leader in making
    revolutionary business applications, served from
    the cloud and are designed to help generate leads
    for an organization. Also, it is a great aid in
    getting new customers, closing deals faster and
    sell, service and market in a smarter way. All
    this eventually adds up to the growth of an
    organization. CRM that stands for Customer
    Relationship Management is the software that
    stores customer contact information like name,
    contact number, address, etc. and also keeps
    track of customer activity like website visits,
    phone calls, email etc. The features of CRM are
    as follows-
  • Customer information is actively tracked and
    managed
  • Connecting the entire team from any device
  • Capturing the customers emails intelligently
  • Simplifying repetitive tasks that help in
    focussing more on leads
  • Delivering instant insights and recommendations
  • Extending and customizing as the business grows
  • NetSuite CRM is also a great tool that delivers
    true customer lifecycle management stating from
    marketing and opportunity management, order
    management, customer up-sell, cross-sell,
    renewal and customer service. NetSuite CRM
    provides the following key benefits-
  • Streamlining lead-to-cash processes
  • Elevating productivity across the organization
    with a 360-degree view of the customers
  • Improving sales performance through forecasting,
    up-sell and commission management
  • Managing global sales and services organizations.
  • Salesforce and NetSuite, both are very popular
    CRM solutions, but with the difference in their
    features and use. Salesforce is a very good tool
    for all the tasks related to lead

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  • generation and tracking, and on the other hand,
    NetSuite is great in finance handling. So, by
    combining both these tools, organizations gain a
    lot of benefit from them. Many organizations use
    NetSuite for Resource planning, pricing and order
    control
  • and Salesforce for analysis, lead closing.
  • How to Integrate Salesforce and NetSuite
  • Integration means that data from Salesforce is
    transferred to NetSuite and vice versa in an
    automated way. Synchronization of every
    Salesforce and NetSuite object is not that
    essential in this case. The key objective of
    integration is to transfer data automatically,
    or by a button, without manual download or upload
    of data. There can be many ways to integrate the
    two systems but the most prominent of them are as
    follows-
  • Using a custom integration adapter as a custom
    middleware based integration.
  • Using a third party integration service like
    Boomi AtomSphere, Actian or Informatica
  • Creating Restlet web service based integration
    using Netsuite and SalesforceAPI
  • A lot of coding is required in developing an
    adapter and is time-consuming as well. Also, the
    performance is also not as good as the other two
    systems because of untested and unforeseen
    processes. This makes the use of the Third Party
    Service the most convenient and safe approach,
    but at the same time it also costly and does not
    have the flexibility as that available in
    customer integration approaches. Custom Restlet
    based integration is faster to develop and
    better in performance but again it is pricier
    when looking for long-term setting than a
    Salesforce Integration Service. Also, COZYROC
    SSIS library for SQL Server Integration (SSIS)
    is available for Salesforce Adapters.
  • Reference - https//www.forcetalks.com/blog/how-t
    o-integrate-salesforce-with- netsuite/
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