Are you aware of the concept of NetSuite Salesforce integration? If not, then let me tell you that you have landed at the right place. NetSuite Salesforce integration refers to the process of connecting and synchronising the processes and data between NetSuite, an enterprise resource planning (ERP) platform and Salesforce, a customer relationship management (CRM) platform.
Both Salesforce and NetSuite are powerful tools used by companies from all across the world. NetSuite has over 41,000 customers worldwide. Salesforce, on the other hand, is the No. 1 CRM platform globally. It is used by over 150,000 customers globally. So, how would it be if you could combine the power of NetSuite and Salesforce onto a single platform?
Well, Salesforce to NetSuite integration can bring about various benefits to your business. It allows the business processes to be streamlined. It also allows large-scale organizations to meet their complex integration needs with its enterprise–level capabilities. The integration also offers enhanced scalability to businesses. This is the reason why a lot of companies are choosing to integrate Salesforce with NetSuite.
Here we are going to take you through the different scenarios in which you may need to integrate NetSuite and Salesforce. We will also help you identify the right integration strategy for your business environment. So, let’s look at what we have got in store for you.
Why Integrate Salesforce and NetSuite - The Underlying Benefits:
Integrating Salesforce with NetSuite can bring a lot of value to your business. So, let us have a look at some of the major benefits of Salesforce to NetSuite integration:
Streamlined processes and data:
The integration allows a smooth flow of data and processes between the two systems. This helps reduce manual effort and eliminate errors. The streamlined processes can also enhance the overall efficiency. The NetSuite and Salesforce integration can also offer AI-driven results.
According to McKinsey, AI could add 25.6 trillion USD to the world’s economy. NetSuite’s AI-driven analytics will have a big role to play in bringing about significant transformation to the AI landscape.
Enhanced alignment between the sales and marketing teams:
The integration allows better collaboration between the sales and marketing teams of your company. Both departments have access to common data. This allows them to work together. It also ensures effective customer engagement.
Enhanced customer insights:
With NetSuite Salesforce integration tools, companies can gain a complete view of the customer data. These insights allow for better decision-making, improved customer interactions, and relationship management.
Better flexibility and scalability:
The integration supports scalability. It allows your business to grow without causing any major disruptions to the existing processes. It also offers flexibility to adapt to changing business needs. This is specially true for large businesses with complex integration needs.
Improved customer experience:
With a complete view of customer data, businesses can offer a better customer experience. The teams can have relevant information about customer data. This allows them to respond promptly to queries and offer the customers an altogether better experience.
Improved order-to-cash processes:
The Salesforce NetSuite middleware integration can help optimize the order-to-cash process. It links the sales activities in Salesforce with financial processes and order fulfillment processes in NetSuite. This allows for better order processing, accurate invoicing, and enhanced cash flow management.
Improved analytics and reporting:
The integrated systems can provide you with access to a consolidated pool of data. This helps in better reporting and analytics. It allows the decision makers to have access to up-to-date data. This further allows for strategic decision-making.
So, if you are willing to enhance operational efficiency and streamline the various business processes, then the best option for you is to opt for NetSuite Salesforce integration!
DID YOU KNOW
According to the Forrester Consulting Total Economic Impact Study, Marketing Cloud:
- Delivered 299% ROI over three years
- Increased email and web conversion rates by 60%
- Drove 35% more in average order value
This can be easily achieved if you opt for Salesforce NetSuite integration for your business.
The Most Popular Ways of Salesforce to NetSuite Integration: Connector and iPaaS
Now, there are two popular methods of integration which you can use for Salesforce to NetSuite integration: Connector and iPaaS. Before you decide on whether you should choose a connector or iPaaS for integrating Salesforce and NetSuite, it is important that you decide on which integration method is actually appropriate for you.
What are connectors?
Connectors are basically pre-built software packages that allow you to interact with external applications and data sources. These connectors connect and interact with the destination systems, allowing for the smooth exchange of data. This helps you to quickly connect the different systems in your environment without having to undergo many difficulties. This kind of integration method is extremely useful in standardized integration scenarios.
The Various Features Of Connectors:
- Standardization: The connectors are uniform components that are designed to function with particular applications and services.
- Configurability: The pre-built connectors have predefined parameters. However, they can sometimes be customized.
- Usability: The same set of predefined connectors can be used in different connection scenarios.
- Efficiency: The connectors allow the integration process to be carried out easily without much hindrance.
What is iPaaS?
Integration platform as a service, or iPaaS, is a cloud-based software that is used for integrating data from different applications into a single solution. With iPaaS, the users can easily integrate data from different applications and on-prem data centres into a centralized cloud-based service. iPaaS abstracts the underlying data integration complexities and allows the entire Salesforce to NetSuite integration process to be carried out in an extremely smooth and effective way without any kind of hindrances at all.
The Various Features Of iPaaS:
- Automated workflows: iPaaS allows you to automate the workflows between the systems, thereby streamlining operations and reducing efforts.
- Speed of scale: iPaaS for Salesforce and NetSuite comes with various pre-configured templates that allow the deployment of complex integration.
- Secure and simplified integration: iPaaS reduces the complexity associated with various integration processes. This allows the entire process to be carried out in a smooth way.
DID YOU KNOW:
According to Gartner, the iPaaS market demonstrated a strong growth rate of 30.7% in 2023, reaching 7.77 billion USD in revenue. This value has been continuously on the rise since then.
| Integration Option | Pros | Cons |
|---|---|---|
| Connectors |
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| iPaaS |
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When To Use A Salesforce NetSuite Connector?
Here are a few use cases where connectors serve as the ideal method for NetSuite Salesforce integration:
Straightforward integration scenarios:
Connectors are designed to be simple to use, and they require little or no technical expertise. They offer a fast and easy way to integrate data between the applications without the need for custom code. So, if your integration requirements are not that complex, then the best option to use is connectors.
Reduced need for flexibility:
Connectors are less flexible as they mostly come with pre-configured settings. So, in case you do not require a high level of flexibility in your environment, then the best option is to go for connectors. This will ensure that the integration processes are carried out within the minimum possible time.
Here is a real-world scenario:
Suppose you are the owner of a startup. You just have a few systems in your environment, and the available data is also limited. In such a case, you may consider using a NetSuite Salesforce connector. This will fulfil your integration needs without you having to undergo much hassle.
Limitations of Salesforce NetSuite Connectors You Shouldn’t Ignore:
According to a survey conducted by MuleSoft, 95% of companies report facing challenges with integration. This happens when a company does not pick the right solution for integrating the different applications in its environment.
There are certain cases in which using a Salesforce NetSuite connector might not be the right fit for your business. Here are some of the underlying issues with connectors that you just cannot ignore:
Higher long-term integration cost:
While you may find it cost-effective to integrate NetSuite and Salesforce using connectors at the initial stages, in the long run, the integration process may become really expensive. It may also require you to spend a considerable amount of money on maintenance, and this can cause the cost to go really high.
Scalability issues:
As businesses grow, you may need to integrate additional services and applications. The pre-built connectors are designed for particular use cases only, and they might not easily adapt to new requirements. This can lead to scalability issues.
Longer implementation time:
Developing and deploying a Salesforce NetSuite connector takes a lot more time as compared to using iPaaS. The process involves design, development, testing, and deployment, which can further delay business processes.
A compromise on security:
While connectors can improve security when deployed correctly, poorly designed connectors can introduce your company to different vulnerabilities. The connectors may become targets for various cyber threats. This can lead to compliance issues for your organization.
So, if you are willing to scale your business in future and you want all your business data to be highly secure, then connector integration may not be a suitable choice!
When Do You Need iPaaS for Salesforce and NetSuite?
There are certain situations in which using an iPaaS for Salesforce and NetSuite is a better choice as compared to using connectors. Here are a few such scenarios:
Complex integrations:
In case your integration requirements are extremely complex, with multiple different data sources and systems that you wish to integrate, then the ideal option would be to choose iPaaS, as connectors would further increase the complexity of integration
Increased scalability requirements:
Suppose you are planning on scaling your business in the upcoming months. Here again, iPaaS is an ideal solution. With connectors, you may have to create the integration from scratch because of pre-built configurations, which is not the case for iPaaS.
Integrating legacy systems:
You may not have pre-built connectors for connecting the legacy systems in the environment. This problem can easily be navigated with iPaaS. You can even connect the legacy systems with iPaaS without the slightest trouble.
Enhanced need for security adherence:
iPaaS solutions are ideal for companies that wish to adhere to compliance. An iPaaS Platform also helps secure sensitive data, thereby allowing the integration process to be carried out in a smooth and effective manner.
iPaaS Use Cases:
- Complex integrations
- Increased scalability requirements
- Integrating legacy systems
- Enhanced need for security adherence
Opt for iPaaS for NetSuite Salesforce integration -> Observe a 50% increase in productivity!
Watch video demonstrations of APPSeCONNECT’s integration capabilities-> Click here!
Case Studies of Using iPaaS for NetSuite Salesforce Integration:
Salesforce NetSuite integration allowed a non-profit organization to improve its lead-to-order invoice process:
- About the client: They are a global NGO with headquarters in New York City and operations all over the world. The company makes significant contributions to environmental certification for long-term sustainability in agriculture, forestry, and training. They also run training and certification programs.
- The challenges: The main challenge for the customer was the enforcement of multiple systems and excessive manual work. The company uses Classy application for fundraising, and it has also moved to Salesforce. The entire prospect-to-vendor-to-customer transaction was being done manually. The data synchronization between the accounting team and NetSuite was also done manually.
- The solution: The company used iPaaS integration to connect Salesforce and NetSuite. This allowed the entire data synchronization process to be carried out seamlessly. The company was able to reduce overall system costs by 30%. The number of errors have reduced significantly. The manual workload has also reduced by 80%.
The overall outcome?
- 70% rise in productivity
- 65% operational improvement
- 80% manual work reduction
- 90% data accuracy
NetSuite Salesforce integration allowed Nauto to enjoy automated integration between the external system:
- About the company: Since its foundation in April 2015, Nauto has asserted that the path to automation begins with helping and learning for real drivers. Naruto is basically an intelligent camera that protects the commercial fleet and keeps drivers safe by preventing collisions before they occur. The company has been dedicatedly working towards achieving its goal of transforming transportation and saving lives.
- The challenges: Nauto had in place point-to-point integration with the external applications, including Salesforce. These were not touch-free and required manual effort. The solutions were also not scalable and affected the ability to fulfill sales order in a timely manner.
- The solution: With iPaaS for Salesforce and NetSuite, the company was able to get rid of the bottlenecks and achieve extraordinary business profitability. It was also able to cut down on manual labor and offer better services to the customers. The business ROI increased by 50%. The company was also able to witness a 100% enhancement in the customer satisfaction rate.
The outcome?
- 50% increase in operational efficiency.
- 65% reduction in manual labor.
Use the APPSeCONNECT’s ROI CALCULATOR to know more about how APPSeCONNECT’s integration services can benefit your business.
Related Read: Overcoming Salesforce Integration Challenges: Best Practices for IT Pros
Choosing the Right Salesforce to NetSuite Integration Tool for Your Business:
So, if you are planning on opting for Salesforce to NetSuite integration, then the best option that you have at hand is APPSeCONNECT. APPSeCONNECT stands out as the most reliable platform for integrating your ERP and CRM applications. With APPSeCONNECT, you can drive strategic business growth, streamline workflows, and automate. You no longer have to deal with integration bottlenecks as the entire process of integration can be carried out in a smooth and effective way.
APPSeCONNECT offers you a lot of interesting features like:
- Pre-configured templates
- 1,000+ integration endpoints
- 100 + ready-made connectors
- Easy setup options
- Low-code/No-code platform
The NetSuite and Salesforce integration can easily be simplified with APPSeCONNECT’s NetSuite Salesforce integration tools. The NetSuite Salesforce connector can help streamline essential business processes and optimize data flows within the various components of your business.
The integration process also comes with multiple integration endpoints.
Account/Customer Sync:
- The Customers that are created in NetSuite can be synced to Salesforce as Accounts. The Accounts created in Salesforce will also be synced in NetSuite as Customers.
- The various crucial details are synced between the two platforms, like name, default address, additional address, associated price levels, and other custom fields.
Contact:
- Different contacts can exist under a customer or account in NetSuite or Salesforce. It can also be synced bi-directionally between the two platforms to ensure data accuracy.
Price Level and Price Books:
- The price lists that are created in NetSuite will be synced with the price books created in Salesforce.
- The base price levels of items will be synced as the standard price in Salesforce.
Item:
- The item created in NetSuite will be sent to Salesforce with the respective item attributes.
- The price book entry is created for the items, and their price level combinations will also be synced.
- The products marked as inactive in NetSuite will also be marked as inactive in Salesforce.
Estimate:
- The quotes that are created in Salesforce will be synced to NetSuite as an Estimate.
- The sales reps from NetSuite will also be synced to Salesforce with various details like expiry date, commission price, etc.
Order:
- The order created in NetSuite will be synced as a sales order to Salesforce.
- If the order is made in respect of a quote, it will be synced to the quotation record in Salesforce.
Invoice:
- The invoices created in NetSuite will be synced to Salesforce as invoice. It will also be synced to the related account and sales order.
Payment:
- The customer payments that are posted in NetSuite will be synced to Salesforce under the respective invoice. This will help the sales rep to check the accounts receivable when following up with the customers.
Salesforce integration gone wrong? Click here to know more about how you can fix the issue.
Now you must be wondering why you should choose APPSeCONNECT over other top integration solutions like MuleSoft, Jitterbit, or Celigo. Well, here’s a table of comparison for you to gain better insights on the same:
| Feature | APPSeCONNECT | MuleSoft | Jittebit | Celigo |
|---|---|---|---|---|
| Ease of Implementation | ✅ | ⚠️ | ⚠️ | ⚠️ |
| Implementation time | ✅ | ⚠️ | ⚠️ | ✅ |
| Industry-specific solutions | ✅ | ⚠️ | ⚠️ | ✅ |
| Low-Code/ No-Code Setup | ✅ | ❌ | ❌ | ❌ |
| Customization options | ✅ | ⚠️ | ⚠️ | ⚠️ |
| Customer Support | ✅ | ✅ | ✅ | ⚠️ |
| Affordable pricing options | ✅ | ⚠️ | ⚠️ | ❌ |
| Comprehensive security and compliance | ✅ | ⚠️ | ⚠️ | ❌ |
| Return on Investment | ✅ | ⚠️ | ⚠️ | ⚠️ |
| Flexible deployment options | ✅ | ⚠️ | ⚠️ | ⚠️ |
While platforms like MuleSoft and Celigo may offer you comprehensive integration solutions, if you are looking for such a platform that is easy to use and yet equipped with advanced capabilities, then APPSeCONNECT is your ideal choice. APPSeCONNECT also allows for smooth Salesforce NetSuite data sync between the systems.
Why APPSeCONNECT Is A Winner?
✅ Ease of Implementation
✅ Industry-specific solutions
✅ Flexible deployment options
✅ Customization options
APPSeCONNECT’s Compliance and Security Aspects:
APPSeCONNECT follows various compliance features like:
- ISO 27001 certified
- SOC 2 (Type II) certified
- GDPR Compliance
Know more about APPSeCONNECT’s compliance aspects by clicking here!
APPSeCONNECT also takes into account various important security features like:
- SSO (SAML)
- RBAC (Role-Based Access Control)
- SCIM provisioning
- 2FA (Two-Factor Authentication)
- Domain capture
- IP allow listing
- Audit logs
APPSeCONNECT is also quite well-known for its geo-specific compliance adherence. It complies with US-specific regulations like the CLOUD Act, CCPA for data protection, etc. APPSeCONNECT also helps navigate the post-Brexit challenges associated with cross-border data transfer. This makes it an extremely resourceful integration solution for the customers belonging to the US and UK.
APPSeCONNECT also has over 100+ positive ratings on Capterra:
Learn more about what APPSeCONNECT’s customers have got to say about its services by clicking here!
So, if you are looking for the best way to integrate Salesforce with NetSuite, APPSeCONNECT is indeed your go-to solution.
Frequently Asked Questions
With Salesforce to NetSuite integration, you can unite the power of two powerful applications onto a single platform. You can also achieve data and process sync across the platforms.
The exact integration cost will depend on your business requirements and the complexity of your business environment.
With APPSeCONNECT, you can customize your integration solution as per your exact business requirements.
Some of the challenges include scalability issues, integrating legacy systems, and attending to complex integration needs.
APPSeCONNECT’s integration solutions come with advanced features using which you can even connect the legacy systems in your environment.
The exact time will vary based on your business requirements and your integration needs. The APPSeCONNECT experts can confirm the integration time.
