Dell Boomi – The Ideal iPaaS for Salesforce and NetSuite Integration

When it comes to staying ahead of the competition, it is crucial that your customer-facing teams like sales and customer support and backend teams like accounting, project management, and supply chain teams function in tandem. Therefore, you need to equip them with a robust system that provides a 360-degree view of accurate customer data in a single, centralized location.

While Salesforce CRM is loved by sales and customer-facing teams, the backend teams get along well with NetSuite ERP. However, if both these systems work in silos, information will flow in these platforms independently and your business processes will be prone to inefficiencies and inconsistency.

That’s where you need to understand the significance of integration. NetSuite and Salesforce, while powerful standalone, are even more powerful when integrated.

Integrating these two platforms can bridge the gap between different departments, which will enhance team efficiency, improve collaboration, make information consistent across departments, and do much more to benefit your business. Let’s take a look at how their integration benefits a business.

NetSuite and Salesforce Integration: What Can it Do for You?

• Enhances Team Productivity

Integrating NetSuite and Salesforce will foster overall team efficiency. With NetSuite and Salesforce synced together, a business can have more productive teams. For instance, the finance team won’t have to spend time sending invoices for sales orders to the sales team. This is because once integrated, the invoices that have been generated on Salesforce will automatically reflect in your accounting software and any updates in the accounting information will reflect in Salesforce. This reduces the amount of manual work required when it comes to sharing data within the organization.

• Provides 360° View of Customers

Integrating NetSuite and Salesforce can give you a complete view of your customers. Not only does that help you to keep track of your customer preferences but also opens cross-selling and upselling opportunities.

• Brings Consistency in Information Flow

When Salesforce and NetSuite work together, updating a record in NetSuite reflects in Salesforce and vice versa. This eliminates duplicate data and results in real-time, up-to-date, and accurate store of information, making your business more data-driven and efficient.

Other Benefits of NetSuite and Salesforce Integration:

• Improved timeline management and sales accuracy
• Real-time visibility into the business’ order fulfillment process and billing/invoicing
• Accelerated cash flow with an automated lead-to-cash process
• Accurate and timely sales quotes using NetSuite Financials data
• Improved customer service by empowering sales representatives with real-time access to back-office information, including orders and requests, fulfillment, billing information, and more.

Considering the benefits integrating Salesforce and NetSuite brings to any business, it should be one of the most important considerations in any integration strategy. However, integrating these two platforms is a complex process and requires the right tools to succeed.

What is the Best Practice to Integrate Salesforce and NetSuite?

Anyone can build their own core integration. However, considering the coding-intensive approach of this option, it is often time-consuming. Since the integration requirements are dynamic in nature, it requires numerous iterations to produce a fully functional solution, especially when it involves two incredibly complex applications such as Salesforce and NetSuite.

Due to this reason, most companies count on integration platform as a service (iPaaS). And when we mention iPaaS, one of the most adopted practices of integrating Salesforce and NetSuite is making use of cloud-based integration platform like Dell Boomi.

It offers robust tools, standard APIs, connectors, and applicable law blocks, all of which allow you to customize operation networks as desired.

Dell Boomi systems can be configured to integrate any type of system, including predefined processes or modules. It can also be configured to use custom law scripts to connect to 200 software products and 100+ endpoints.

With Boomi, you can automate the synchronization of accounts, sales orders, products, and other information between NetSuite and Salesforce.

The Advantages of Using Boomi for Salesforce-NetSuite Integration

• Ease of Integration

The demands of business are very dynamic in this digital age. Boomi provides on-demand integration solutions, where users can select the integration pattern that best fits their business.

• Customized API Strategy

Dell Boomi’s API lifecycle comes with an API toolkit that facilitates the development, publishing, and management of APIs with little to no coding effort. Boomi provides robust API strategies, connectors, and data mapping tools for seamless integration between disparate systems.

• Hybrid Cloud Solution

Dell Boomi enables hybrid cloud deployments by bundling data, applications, enterprise processes, and teams together. This enables businesses to have intelligent management of their IT infrastructure.

A standalone AtomSphere module, MDM module, and API management module are available with this platform for the seamless connection of applications, data, people, and information. All of these modules can be used independently or together.

The Bottom Line

Integrating NetSuite and Salesforce is one of the best moves for businesses as these leading platforms maximize organizational efficiency. Considering the complexities involved in their integration process, Boomi is an ideal solution for their successful integration as it has all the ingredients to build and deploy seamless integrations.

Need assistance to optimize business efficiency by integrating Salesforce and NetSuite applications using Boomi? Just drop us a line at [email protected] and we’ll take it from there.