Advantages of Integrating Saleforce With Netsuite
Without mentioning technology, one cannot talk about business nowadays. Lots of IT applications that can enhance business efficiency exist. The issue with lots of applications is that they don’t easily integrate with each other. Due to this, there’s lack of consistency when it comes to business operations. CRM and ERP are some of the most important applications for running a business. Through the use of ERP software, business are able to automate functions such as employee management, purchasing, finance, accounting and order fulfillment. While CRM software helps businesses in marketing and customer acquisition.
It is a big disadvantage to run the two applications separately. This as a result of the applications being interdependent. A majority of companies prefer using salesforce for marketing and lead management but favor netsuite when it comes to tasks such as finance and accounting. Although saleforce has the capability to handle back office functions, people love it for marketing and lead management. Netsuite is mostly loved for back office operations even though it can also be used for lead management and marketing. Since companies love the two applications, it is only logical that they should be integrated. Integration helps companies benefit from both applications from a single platform. The remainder of this piece, summarizes the benefits of salesfoce and netsuite integration.
Better Data Management
Getting To The Point – Sales
Management of data is one of the main reasons why integrating salesforce with netsuite makes plenty of sense. Errors and time wastage are the reasons why running the two applications separately is a disadvantage. The transfer of data is automatic when the two applications are integrated. For instance, customer details can be exported from salesforce to netsuite and the reverse can also be done. In such a scenario, leads are captured and nurtured by salesforce, then they are sent to netsuite where sales orders are created and sent to clients. The process of capturing leads to cash payment is streamlined by the two applications. Companies can enjoy better cashflow when the two systems are integrated. Additionally, automatic data transfer eliminates errors that can be caused by manual transfer.
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Sales Quotes Accuracy
One can access accurate sales quotes from netsuite financials when salesforce and netsuite are integrated. This empowers salespeople to furnish leads with accurate sales quotes.
Back Office Tracking
Integrating salesforce with netsuite allows salespeople to track every detail in netsuite right within saleforce. Due to this, it is easy to keep track of a customer order from the start to the end.
In the end, it is vital to understand how salesforce is integrated with netsuite. The most efficient way involves integrating the two applications with a connector. If you are looking for a trusted connecting app for integrating salesforce and netsuite, then you must do a bit of homework. Celigo is among the top app connectors out there.