Salesforce NetSuite integrations can enable you to unify data across both platforms and streamline workflows. If you have multiple departments and teams all needing access to the same customer data, an integration can mirror this data across platforms. Straight off the bat, here are a few immediate benefits of pairing NetSuite’s ERP solution with Salesforce’s CRM:

  • View and access financial data natively in Salesforce.
  • Accelerate decision-making on customer communications.
  • Increase the accessibility of data across your organization.
  • Eliminate bottlenecks caused by slow cross-team communication.

Let’s break down these core benefits in more detail.

Salesforce NetSuite Integration (3 Key Benefits)

1 – Accelerate cross-team communication

Harnessing the power of a NetSuite Salesforce integration can enable sales and finance teams to accelerate their productivity. When sales teams are constantly chasing finance departments for customer data, this can bring sales conversations to a halt and distract finance teams away from other important tasks. A Salesforce NetSuite integration removes the need for any chasing.

2 – Bring pivotal customer data under one roof

Rather than navigating between multiple platforms for access to customer financial data or chasing different departments, a Salesforce NetSuite integration can bring everything under one roof. Sales teams can log into Salesforce and view customer financial data from NetSuite inside the platform natively. This data updates in real-time to ensure it’s always up-to-date.

3 – Get deals over the finish line faster

When sales teams are trying to move fast and get deals over the finish line, the last thing they need is limited access to customer financial data. To ensure deals are closed, sales teams need customer financial data at their fingertips. A Salesforce NetSuite integration ensures sales teams can unlock a treasure trove of customer financial data natively inside Salesforce.

Best Way To Connect Salesforce With NetSuite

How can you find an immediate solution?

While there are several ways to connect Salesforce with NetSuite, we recommend using a fit-for-purpose integration solution that facilitates a seamless data flow between the two platforms. Sure, you can invest in an in-house developer to create a custom integration or purchase an iPaaS platform, but neither of these options offers an immediate solution.

Why leverage a purpose-built connector?

A purpose-built connector like Breadwinner works out of the box and enables you to easily integrate Salesforce with NetSuite in no time at all. If you are tired of not having access to the customer data you need to move sales conversations forward and close deals, Breadwinner can offer an immediate solution to your problems with a lightning-fast Salesforce connector.

This infographic explores three ways businesses can integrate NetSuite with Salesforce:

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Salesforce NetSuite Integration (Try Breadwinner)

If you want to remove the need for back-and-forth conversations with the finance department to access customer financial data, you need to utilize the Salesforce NetSuite integration from Breadwinner. This purpose-built connector is well-equipped to centralize customer data and ensure all the right people in your organization have access to the data they need.

If you are using Salesforce’s CRM and NetSuite’s ERP in your technology stack, finding a way to integrate these two platforms is simply unavoidable. Pairing Salesforce and NetSuite will enable multiple departments in your organization to gain a solid understanding of customer financial data and begin to use this data to inform their decision-making with pivotal tasks.

You can book a demo today and see what Breadwinner has to offer your organization.