Chetu – Custom Software Development CompanySearch blackphone blackcross black

Top Benefits of Integrating NetSuite and Salesforce CRM

By: Andrew Rankin

Request A Consult

Two Business Technology Powerhouses

NetSuite ERP is a comprehensive scalable cloud ERP solution that assists mid-sized businesses that are looking to grow into large enterprises. This solution provides automation for both front and back office processes. These include financial management, revenue management, tracking fixed assets, monitoring order management, billing and inventory management. NetSuite ERP provides an entire organization from top management to clerical staff members with a view of important performance indicators and reports.

Salesforce CRM is a cloud based platform that provides customer relationship management for businesses. It is able to supercharge every part of a company that is involved in the interaction with customers. This includes things such as marketing, sales, commerce and customer service. With Salesforce CRM, businesses will be able to more efficiently provide better service to customers as well as enhance its marketing capabilities.

On a regular basis, businesses invest in NetSuite ERP and Salesforce CRM for a number of reasons. First, the solutions help companies automate a number of key processes such as managing finances, track revenue and track inventory. This will help a business keep more accurate records and minimize errors. It will also help them operate more efficiently as well. These platforms will also help a business market itself more easily as well as establishing better relationships with customers. Together, both NetSuite and Salesforce CRM will enable a business to become more successful.

Here's where we're going if you want to jump ahead:

Improve Cash Flow Efficiency And Team Productivity

One of the main benefits of the two platforms is that they will help improve cash flow efficiency and team productivity. NetSuite offers accounting software that will enable companies to produce financial statements, monitor expense management, close the monthly bookkeeping and also provide revenue management. There is also visibility of critical information of the financial performance of a company as well. The NetSuite software also integrates easily with other applications such as order management, inventory tracking and overseeing ecommerce functions.

Both NetSuite and Salesforce will also be able to improve overall productivity. The two programs will help employees collaborate more easily. All members of the customer service, marketing and supply chain teams will be able to interact efficiently and provide each other with regular updates on things such as available inventory, processed orders and customer acquisition. By working together more efficiently, a business will have a more productive group of employees by using both the ERP and CRM software from NetSuite and Salesforce.

streamline procedures

Streamline Procedures

Another benefit of the NetSuite and the Salesforce solutions is that they help streamline many procedures that a business must complete on a regular basis. The two software solutions will help provide businesses with a number of benefits. These include integrating all functions of an organization, provide visibility to make more informed decisions, offer workflow to standardize processes, help grow businesses and also provide a platform for enhanced collaboration.

When it comes to streamlining procedures, the two programs will help a company better manage its inventory. This will include tracking items sold as well as ones that have been recently purchased. With the two software programs, businesses will be able to know the exact amount of inventory they have available in order to process orders.

Another streamlined procedure consists of tracking sales and revenues. The software will help a company know how much funds it is receiving right away. When a sale is made, the software will immediately record it so the company can know exactly when and if they received payment. This will allow it to manage their cash flow more efficiently.

Companies are always looking to market themselves on a regular basis. The software solutions can help them better track their marketing results. It will help them determine how many new customers they are receiving as well as how they are getting these customers. This will enable a company to more easily find the most effective ways to acquire more customers in the future.

Both companies can also help companies improve their order management and customer service. The software will allow a company to automate the order process so that employees can know exactly what was ordered and to begin shipping it to the customer. With a more efficient system, a company will be much less likely to commit errors. As a result, they will be able to better satisfy their customers.

Essential And Valuable Client Information Made Accessible

The software programs of Salesforce and NetSuite are able to benefit businesses by offering essential and valuable client information that is more accessible. These two platforms will be able to provide customer data, provide scalability, handle subscription renewals, referral tracking, and track pending orders and to upsell and cross sell products across departments.

With more accessible client information, businesses can more easily keep better track of clients that they serve. They will be able to locate important data of clients more quickly and efficiently. As a result, they will have the ability to get the data they need to better serve their clients.

The two software solutions can also provide customer data and offer more scalability. Getting data of past and current customers can allow a business to market more efficiently. They will be in position to grow and expand as a result.

As well as acquiring data and facilitating growth, the software can help any business better track its orders. The software is streamlined and allows companies to easily retrieve data pertaining to recent orders. This will allow the company to quickly process an order and make sure that it is shipped to the customer in a timely manner.

Using the software can also allow a business to either cross sell or upsell products as well. A company will have the ability to sell related products to customers who recently purchased one. They will also be able to offer more features and plans such as warranties as well. Upselling and cross selling can be a very effective way to boost sales and increase revenue.

How To Get Started

Chetu is a leading company that can help any business complete the process of both NetSuite ERP integration and Salesforce CRM integration. The company will be able to complete this task by using a team of skilled and knowledgeable developers who can install a number of different programs. These include word processing software, spreadsheet software, accounting software and also software that provides inventory tracking.

With Chetu, businesses can use data integration services which consist of designing automated integration services for a number of applications for merging data. It will use file formats and database management systems to make sure that the integrity of all data is maintained. The integration process includes business logic schemes such as extract transform load to control protocols.

Another way Chetu integrates the two software solutions is by using enterprise application integrations. The company has specialists who can help establish seamless communication between multiple business platforms. These platforms include content management, accounting, enterprise resource planning, customer relationship management, business intelligence and digital marketing.

Chetu can also help integrate Salesforce and NetSuite by offering API integration services. It will use the best networking practices when looking to install a custom built open source third party platform. These will add web service functionality and synchronize across a number of formats and applications.

With these methods, Chetu can help any business integrate two of the top business management software solutions available. It will use its expertise to ensure that all of the necessary programs are in place so that a business can more efficiently conduct their daily operations. This will then allow businesses to reach their full potential with the enhanced technological solutions offered by Salesforce and NetSuite.

Disclaimer:

Chetu, Inc. does not affect the opinion of this article. Any mention of specific names for software, companies or individuals does not constitute an endorsement from either party unless otherwise specified. All case studies and blogs are written with the full cooperation, knowledge and participation of the individuals mentioned. This blog should not be construed as legal advice.

Chetu was incorporated in 2000 and is headquartered in Florida. We deliver World-Class Software Development Solutions serving entrepreneurs to Fortune 500 clients. Our services include process and systems design, package implementation, custom development, business intelligence and reporting, systems integration, as well as testing, maintenance and support. Chetu's expertise spans across the entire IT spectrum.

- See more at: www.chetu.com/blogs

Suggested Reading

Chetu Joins Netsuite Alliance Partner Program

Chetu Joins Netsuite Alliance Partner Program

Read More
Law Firm Enhances Business With Netsuite Erp

Law Firm Enhances Business With Netsuite Erp

Read More
Netsuite Integration – What You Need To Know

Netsuite Integration – What You Need To Know

Read More
Useful Tips For Choosing The Best Netsuite Implementation Partner

Useful Tips For Choosing The Best Netsuite Implementation Partner

Read More

Privacy Policy | Legal Policy | Careers | Sitemap | Feedback | Referral | Contact Us

Copyright © 2000- Chetu Inc. All Rights Reserved.

Button to scroll to top

By continuing to use this website, you agree to our cookie policy. Learn more GOT IT