NetSuite. The World’s number 1 Cloud Business Software Suite, offering ERP/Financials, CRM, and ecommerce, serves more than 29,000 midsize, large, and global organisations.
With the ability to manage accounting, order processing, inventory, production, supply chain, warehouse operations and more, NetSuite offers everything a business needs to grow.
NetSuite offers the functionality to manage all aspects of a business. However, many organisations implement NetSuite primarily for financial and accounting management whilst using other 3rd party CRM, Sales, and ecommerce systems.
A common platform often utilised by NetSuite users is Salesforce. Salesforces is a customer relationship management (CRM) solution that offers support, sales, and marketing teams a shared view of every customer allowing for an enhanced service.
What is Cloud Data Exchange?
Cloud Data Exchange is an effective iPaaS tool which allows both cloud and on-premise systems to communicate in real-time. The tool acts as a gateway between platforms, allowing for the automatic sharing of key data where manual intervention would otherwise be necessary.
How can integrating Salesforce and NetSuite help me?
To give an example, let’s say you have an opportunity closed within Salesforce. Cloud Data Exchange will automatically transfer the opportunity into NetSuite allowing you to create a sales order immediately. Which not only saves you time but enhances your sales and billing processes.
By transferring your data automatically, the need for duplicating records and manually inputting data is removed, freeing up hours of misspent time. This year alone, Cloud Data Exchange has completed over 6 million transactions for a multitude of businesses, saving over 40,000 hours of manual processing.
Rather than looking at isolated data sets in each application, Cloud Data Exchange enables you to have a holistic view of your data, transferring up to date data from multiple systems into one overall database. By automating data to create one database you remove any duplicate data and human errors, always maintaining accuracy.
One major benefit of utilising an iPaaS solution such as Cloud Data Exchange is the cost saving. As the platform is cloud-hosted, there is no need for over-priced on-premise hardware that requires costly maintenance. Not only this, but resource costs can be reduced by removing manual data entry.
Utilising Cloud Data Exchange to integrate Salesforce with NetSuite will allow the transfer of information such as….
Harnessing cloud technology, you can configure your integrations on any browser accessible device, giving you full access on the go.
Our integration tool provides ready-made templates, allowing you to handle common data flows with ease. In addition, our tool offers the ability to set integrations at custom intervals. Giving you full control of what data is sent when.
Want to see how your software integrations are performing? Cloud Data Exchange provides real-time reporting. This gives you clear visibility of integration performance, allowing you to make timely and informed decisions.
What’s more is Cloud Data Exchange grows with you. There’s no limit to the number of transactions or systems that you can integrate. Therefore, offering you peace of mind that it can continue to serve your business regardless of how complex your infrastructure becomes.
If you would like to find out more about integrating NetSuite and Salesforce then get in touch today and one of our expert team will be on-hand to provide any information necessary.