Salesforce NetSuite Integration Guide - Steps on Setting it Up

People in a meeting using laptops and tablets

Salesforce NetSuite Integration

Companies that don't use technology are falling behind. Today's economy is based on digital technology. The most valuable components of businesses worldwide are quickly evolving to be data and other IT assets.

The things that can really get a firm going are cloud-based platforms and other integration platforms. They also enable proprietors of small businesses to engage in direct competition with established players in their sector.

The ERP features of NetSuite paired with the CRM features of SalesForce are far more likely to be the best option for your company than the full capabilities of either provider. Many organizations want to combine the use of these two well-known platforms since they offer firms out-of-the-box options. Due to this escalating need, NetSuite Salesforce integration is now in high demand.

The ideal integration option for any firm uses the NetSuite ERP system coupled with Salesforce's CRM features. However, for the integration to have the greatest impact, it must be done correctly.

We created this blog to assist you with NetSuite Salesforce integration. It will instruct you on the advantages of integrating NetSuite with Salesforce as well as how to make a smooth integration happen.

People in a meeting using laptops and tablets

Getting Started

It might be a lengthy process to integrate Salesforce with NetSuite. You must make sure the transfer goes smoothly because both systems deal with a lot of data. As a result, before you begin the procedure, there are a few things you should ask yourself.

What do you hope to achieve?

It's always beneficial to begin with the end in mind if you're making a significant change inside your organization. Consider your objectives as a road plan. It will be quite challenging to get where you want to go if you don't have any or if you don't have them clearly.

What is your primary motivation to integrate NetSuite with Salesforce CRM, then? Do you want greater automation or better reporting? Perhaps you want your team to receive more precise, immediate alerts. How much functionality you'll need for your NetSuite and Salesforce systems will depend on the objectives you develop for your business processes.

Is migration necessary?

You might need to think about a data migration before a data integration depending on the size of your business. The age of your business may also play a role in this.

When switching from on-premise, traditional systems to a cloud-based solution, data transfer is a given requirement. Data must be transferred from a physical server room to a cloud storage platform. Your data will integrate a lot more smoothly once migrated to the cloud.

Amount of endpoints

The intricacy of your data and the number of endpoints could raise the cost of integration. Integrating these systems may be more challenging if your data needs to be transferred from legacy IT infrastructure.

Both Salesforce and NetSuite are endpoints in your system. You must ask yourself if there are any more factors you should take into account. This is especially true if you are using or plan to use NetSuite accounting software.

Person fixing an open switchboard

The required amount of data consumption

It's crucial to consider how much data NetSuite and Salesforce need since they will be simultaneously accessing cloud-based data. You must also inquire about the frequency of use of the link between the two platforms.

Another factor makes this query crucial to think about. What kind of API you choose to utilize to link the two platforms will depend on the response. You'll have access to a variety of connections and tools depending on the API you choose.

Your Options for NetSuite-Salesforce Integration

When it comes to carrying out the actual integration, you have a few alternatives at your disposal. One option might be more familiar to your vendor/integrator than the others. As a result, their choice of approach is probably up to them.

At the beginning of the process, it's crucial to ask them what integration technique they intend to employ. The most widely used techniques will be described here. By understanding what your vendor is referring to, you can assist them in developing the optimal integration solution for your company. You can also get a better feel for what you think your company needs.

Connectors

For integrating cloud platforms, a NetSuite connector might be helpful. For integrating platforms as powerful as Salesforce and NetSuite, however, they are probably not the best option. When you need integration for one-time processes, connectors perform well.

Connectors present a problem in that they are frequently highly rigid. They, therefore, provide very limited room for future scaling or expansion.

The web services platforms of NetSuite and Salesforce ERP CRM are quite flexible out of the box. Their functionality will be significantly restricted if you connect them with a connector, which is quite rigid. You might need to automate and prepare for operations that didn't even exist previously when employing a connector.

That being said, not all connectors are obsolete. In fact, this technology has come a long way and has been working on improvements to better handle the fast-moving innovations of ERPs and CRMs. Just be sure to keep a close eye on your flexibility options if you do decide to go for connectors.

IPAAS Platform

Integration Platform as a Service is referred to as IPaaS. Users of these software platforms can develop unique integration solutions. As a result, you can independently integrate systems like NetSuite and Salesforce in a way that suits your needs.

Since you can simply modify, establish, and change integrations over time as your business evolves, this flexibility is ideal for the SalesForce NetSuite integration. Platforms for integration are likewise designed to grow, so there is less concern about their becoming obsolete.

It requires a little more understanding of how these third party integration platforms operate, and it could even require a little more labor. However, the benefit is that an integration solution for your particular organization has enhanced capabilities. You won't even need the features of a pre-built solution.

However, Platforms for integration do have license costs. Additionally, they sometimes cost substantially more than a straightforward connector. However, the value of a dependable integration platform can easily pay for itself many times over long periods of time, depending on the complexity of your project and IT architecture.

Additionally, you have to make sure that your chosen IPaaS is compatible with NetSuite API and could connect Salesforce.

Custom Built Expert Integration Solution

Businessman talking with clients

This is most likely your priciest and most involved choice. Bring together a team of specialists in the field, and ask them to create a solution that is specifically designed to meet your needs. However, you'll want to establish a good working connection with this group because you'll need to return to them over time with adjustments and fresh suggestions.

Additionally, you should choose a staff that has extensive experience with NetSuite and Salesforce. The procedure will require someone with an in-depth understanding of these two systems and a track record of successfully integrating them.

Although the initial outlay may seem high, you will ultimately save money. You and your team will save money on licensing costs by having a fully customized solution developed.

Be certain to maintain thorough records of the solution and the reasoning behind it. In the unlikely event that you need to swap development teams or anything unexpected occurs, this will protect you. Other developers will be able to swiftly and efficiently catch up thanks to the documentation's roadmap.

NetSuite Integration Tools

After going through the options open to you for integration, it's time to consider the tools you may need. Included below are the top and most commonly used integration tools for NetSuite and Salesforce.

Celigo Integrator

Integrator.io, a specialized integration platform from Celigo, was released in 2016. Many SaaS programs can now be connected using Integrator.io, however, the majority of its pre-built features and connectors are geared for NetSuite.

Most of Celigo's user-interface requires no coding, and reviews indicate that it is significantly simpler to set up and use than comparable IPaaS systems. Most common data flows and use cases have templates to get you started, and you can make any necessary adjustments using a step-by-step wizard for maximum customer satisfaction.

The number of endpoints and data flows you require determines Celigo's cost. You can test out Integrator.io's platform for free, with one free data flow each month. If you use NetSuite, we suggest using their platform for a while before exploring other possibilities.

Dell Boomi

For a while now, Boomi has been among the leading companies in the integration sector. Boomi is still a potent NetSuite integration tool, despite having lately lost some of its market dominance to other platforms. They are a well-rounded solution offering every service, support, and documentation you may possibly need in this sector.

Even though the program has a graphical user interface, many analysts and developers will still be needed to fully utilize its potential. For these reasons, large businesses with complicated requirements and diverse and experienced personnel to handle them are best suited to utilize Dell Boomi.

Jitterbit

Jitterbit is another well-rounded and effective integration tool that has all the features needed to handle complex enterprise-grade integrations, such as EDI tools and API modification.

Developers and analysts with technical expertise can rapidly grasp the Jitterbit platform thanks to its simplicity. After a few weeks of training, non-technical analysts will be able to use the platforms' drag-and-drop and step-by-step wizards.

Many people are familiar with Jitterbit as a business that is simple to work with and that provides excellent service. Jitterbit has been able to uphold this reputation for years by continually prioritizing the needs of its users.

Both Jitterbit and NetSuite are priced to appeal to mid-to-enterprise grade businesses. Additionally, Jitterbit is an enterprise-grade solution with a mid-range price.

For popular mid-size solutions like NetSuite and SalesForce, Jitterbit includes a ton of pre-built wizards and connectors. Jitterbit makes a lot of sense if you're searching for a NetSuite-Salesforce IPaaS.

Choosing Your Integration Partner

Now that you're familiar with your integration options and the tools you may need to accomplish it, you'll now need to consider who you want for the job.

NetSuite integration is no small task. It needs to be handled by an expert in the field with years of experience and a qualified track record. All these qualities can be found in our NetSuite integration experts here at SUEG.

When it comes to integration and implementation, we're the best there is. Take a look at the services we offer here and find out why we are the best choice for your integration needs.

Quick Overview of NetSuite and Salesforce

That about does it for our complete guide on NetSuite Salesforce integration. Now, the factors and procedures mentioned should all be handled by an expert with a great knowledge foundation on the basics of both ERP and CRM solutions.

To get you up to speed, let's quickly go over the fundamentals of NetSuite and Salesforce, and the implications of integrating them together:

NetSuite

An all-in-one ERP system called NetSuite is made to assist businesses in running their operations more efficiently. This platform includes a number of tools that assist businesses in managing operations, comprehending performance, and achieving significant cost and efficiency reductions.

It streamlines essential business operations and gives enterprises real-time insight into their financial and operational performance, enabling them to make more informed decisions.

By consolidating all enterprise functions into a single application, version of code, and database, NetSuite features aim to streamline the processes.

Salesforce

Salesforce has quickly established itself as a top CRM solution. This CRM platform was developed to assist businesses in managing their marketing, sales, services, IT, financial, and commerce teams from anywhere in the world at any time, allowing them to satisfy their consumers.

Technically speaking, the Salesforce function is a service that enables programmers to create scripts that can connect to data and events on the Salesforce platform. It can be executed by programmers in a serverless environment on-demand with elastic scaling.

What are the Benefits of Integration?

A business will be able to succeed more if it uses NetSuite and Salesforce together. These platforms are typically known for assisting companies in forging a strong presence in the market and improving connections with their clients. But in addition to that, they also have other advantages to offer.

Streamlined processes

The platforms from NetSuite and Salesforce both aid in streamlining corporate processes. It unifies all organizational functions, offers real-time visibility for better decision-making, and creates a workflow that standardizes the whole business process, all of which support the expansion and improvement of firms.

Significant increase in productivity and cash flow

Enhancing cash flow and team productivity is the second greatest advantage of NetSuite integration. Professionals can monitor spending, complete bookkeeping and revenue management, and produce more accurate financial reports and statements with the use of NetSuite accounting software. It provides a clear picture of the organization's financial performance.

Meanwhile, integrating Salesforce unifies the various divisions on a single platform, improving information flow, optimizing order management, account management, lead generation, and collaboration, thus increasing staff productivity.

Easily accessible information

Organizations have a crucial opportunity to obtain priceless client information thanks to the combination of NetSuite and Salesforce CRM. It offers scalability and precise customer data connected to Salesforce accounts.

These platforms also handle product upselling and cross-selling between departments, referral tracking, order tracking, and subscription renewals for the entire sales process. Access to customer information enables firms to better manage the clients they service.

Final Thoughts

You have the chance to advance your company with a NetSuite and Salesforce integration. These systems are capable enough by themselves. When combined, they have an astonishing amount of functionality.

Making sure your integration is handled properly is crucial. Which is why getting the right partner for the job is important. SUEG puts the customer above all else, and guarantees to deliver results. Feel free to contact us here so we can get started on your NetSuite salesforce integration.

OUR BRAND PARTNERS

Our Partners in Success and Growth

Elements logo.
Boosted
Owl
Olsam
Polytek
contact us

Let's take the first steps now to grow and scale your e-commerce business.