Operations professionals face increasing pressure to not only manage workloads but also drive business growth. However, outdated manual processes—like data entry and reconciling inconsistent information—often hinder their ability to focus on strategic initiatives.
By integrating Salesforce and NetSuite, two critical platforms for customer relationship management (CRM) and enterprise resource planning (ERP), businesses can automate data flow, eliminate repetitive tasks, and ensure teams have access to consistent, real-time information.
Solutions like SuperSync by Netgain simplify this integration, tailoring it to meet specific business needs. With streamlined processes and accurate data readily available, operations teams can confidently make strategic decisions, reduce errors, and enhance collaboration across departments.
This means less time spent troubleshooting and more time delivering valuable insights that drive growth.
Does Salesforce Integrate with NetSuite?
Yes! Salesforce integrates with NetSuite. However, you need the right integration partner to connect them effectively.
This type of integration is a smart move for creating an efficient workflow and improving overall productivity. When data from NetSuite and Salesforce is synchronized, your team gains a clearer view of company-wide operations, from revenue tracking to production performance.
SuperSync offers a cost-effective, user-friendly solution for integrating Salesforce and NetSuite. It automates data sharing between the two systems, eliminating manual entry and reducing errors. For example, SuperSync can synchronize opportunities, sales orders, and customer records, ensuring your CRM and ERP work together effortlessly.
Learn how SuperSync simplifies your Salesforce and NetSuite integration.
NetSuite-Salesforce integration benefits
Integrating Salesforce and NetSuite isn’t just a technical upgrade—it’s a strategic move toward greater efficiency and productivity. Operations and sales teams often face challenges when they’re forced to work with fragmented data and outdated processes.
Here are some key benefits of integrating NetSuite with Salesforce:
- Centralized data: Data silos are always bad for business. Integration ensures that data flows consistently between Salesforce and NetSuite without duplication or errors This creates a single source of truth, giving your organization confidence in its data.
- Enhanced productivity: Connecting Salesforce and NetSuite eliminates the need to switch between systems or rely on outdated data. Operations and finance teams can collaborate more effectively and direct their energy toward activities that drive growth and profitability.
- More visibility: Consolidating data from both platforms into one system provides managers with real-time insights into sales, finances, and customer trends. This visibility supports faster, more informed decisions without the hassle of juggling spreadsheets or cross-checking reports.
- Better collaboration: A unified system ensures that sales, finance, and operations teams are always on the same page. By integrating NetSuite and Salesforce, everyone shares access to accurate, up-to-date data, making teamwork smoother and more effective.
- Increased speed: Automating data flow between Salesforce and NetSuite speeds up processes like order fulfillment, invoicing, and reporting. Faster workflows mean your team can respond quickly to customer needs and business demands.
- Easier processes: Integration simplifies complex workflows by ensuring seamless synchronization between Salesforce and NetSuite. For example, sales orders from Salesforce automatically sync with NetSuite, keeping billing and fulfillment teams aligned without manual intervention.
- Comprehensive insights: When CRM data from Salesforce combines with NetSuite’s financial records, your team gains a complete picture of customer interactions, sales activity, and revenue performance. This clarity helps drive better forecasting and decision-making.
- Improved analytics and reporting: Unified data makes reporting straightforward and accurate. Your team can easily generate detailed reports and analyze trends to measure success and refine strategies.
- Scalability and flexibility: As your business grows, managing data and workflows can become more complex. A NetSuite-Salesforce connection supports seamless integration as your needs evolve, ensuring these two systems continue to work together without disruption.
Learn more about how SuperSync can create a seamless, automated connection between NetSuite and Salesforce.
How to achieve NetSuite-Salesforce integration
Integrating NetSuite and Salesforce can seem complex, but with the right partners and tools, it can be user friendly and cost effective. There are several options for connecting these platforms, each tailored to different business needs and technical capabilities. Choosing the right one depends on your goals, budget, and the level of customization you require.
NetSuite-Salesforce integration options
There are many different options for integrating NetSuite and Salesforce. The primary methods include:
- Building a direct integration: Salesforce and NetSuite offer open APIs that allow IT teams or technically savvy individuals to build their own custom integration. While this option is convenient and can be done in house or through hiring a consultant, it might not provide the level of flexibility or customization some businesses need.
- Choosing a third-party integration partner: Instead of relying solely on Salesforce, you can work with a third-party NetSuite-Salesforce integration partner. This option is popular because it offers personalized support, competitive pricing, and timely updates. Third-party providers often deliver tailor-made solutions, ensuring they meet your unique business requirements.
There are three common methods for achieving a successful NetSuite-Salesforce integration:
1. iPaaS (Integration Platform as a Service)
iPaaS NetSuite integration solutions are cloud-based platforms built to simplify data sharing between different systems. They come with prebuilt connectors and allow for customizable workflows, making integration straightforward without requiring extensive technical knowledge.
For example, iPaaS can automatically sync Salesforce opportunities with NetSuite sales orders. This ensures up-to-date information is always available to your teams, reducing manual intervention and streamlining collaboration. iPaaS is especially helpful for growing businesses that need flexibility and scalability.
iPaas, however, typically offers limited customization compared to custom integrations. Plus, iPaas platforms may still have more of a learning curve for setting up and managing integrations.
2. RESTlet
RESTlets are custom scripts developed using NetSuite’s SuiteScript platform. These scripts enable smooth communication between NetSuite and Salesforce by serving as APIs for data exchange. RESTlets are highly adaptable, making them suitable for businesses with unique processes or workflow requirements.
While RESTlets require technical expertise to set up, they offer significant control over how data is transferred. Once implemented, they provide a reliable and efficient method for syncing information between the platforms. However, RESTlet development and maintenance is quite complex and requires significant expertise—and potentially lengthy implementation times.
3. Integration platforms
Integration platforms eliminate the complexity of managing disconnected systems by seamlessly integrating NetSuite with vital platforms like Salesforce. They simplify the integration process without the need for custom development.
For example, SuperSync offers a Salesforce-NetSuite integration that ensures smooth synchronization of customer data, sales records, and financial information between the two platforms. Using an integration platform reduces complexity and accelerates implementation, giving your teams the ability to work with unified data quickly and efficiently.
No matter which method you choose, the key to success is selecting the integration approach that aligns with your business needs. Whether it’s the flexibility of iPaaS, the customization of RESTlets, or the simplicity of integration platforms, a well-planned integration strategy can break down data silos, improve efficiency, and support better decision-making.
SuperSync specializes in designing robust, customizable NetSuite integrations that are easy to set up and maintain. Our solutions eliminate the typical complexities of integration, allowing you to achieve a seamless connection between Salesforce and NetSuite without the headaches.
NetSuite-Salesforce integration best practices
To ensure your NetSuite-Salesforce integration runs smoothly and delivers the desired outcomes, it’s essential to follow best practices. A strategic approach will not only help you avoid common pitfalls but also maximize the return on your investment.
Here are some key best practices to follow when integrating NetSuite and Salesforce:
1. Clearly define your objectives
Before starting the integration process, it’s important to outline exactly what you want to achieve. Are you looking to reduce manual data entry, create real-time visibility into sales and financials, or automate sales workflows?
Knowing your goals will guide your decisions and help you set measurable outcomes. With clear objectives, you’ll ensure that all stakeholders are aligned and working toward the same results.
2. Map key sources of data
Identifying and mapping the data you need to sync between NetSuite and Salesforce is a critical step.
Start by pinpointing what’s most relevant to your teams, such as opportunities, sales orders, or customer records. Document where the data is stored in each platform and how it will flow between systems.
This process reduces the risk of errors, ensures no key information is overlooked, and helps avoid duplicate or incomplete records.
3. Choose your integration solution
The right integration solution makes all the difference. Look for one that aligns with your business needs and can scale as your organization grows.
Consider tools like SuperSync, which offer pre-built workflows and customization options. Evaluate the ease of use, ongoing support, and how well the solution integrates without jeopardizing system performance.
Scalability is key—your integration should support your current operations while adapting to future demands.
4. Set up data governance systems and policies
Establishing clear data governance policies ensures consistency and accuracy. Define who can access, edit, and manage data in both systems. Implement policies for regular data validation, ensuring records are accurate before syncing.
For example, create rules to resolve duplicate entries or manage incomplete customer information. These steps prevent errors and keep your systems reliable, so everyone can trust the data they’re using.
5. Schedule regular maintenance and monitoring
Integration isn’t a one-and-done task—regular maintenance and monitoring keep everything running smoothly.
Plan periodic checks to ensure data is syncing correctly, workflows are operating as expected, and no errors have crept in. Monitoring tools can alert you to potential issues early, helping you resolve them before they disrupt your operations.
With consistent oversight, your integration will remain efficient and aligned with your goals.
6. Offer user training
Even the best integration won’t deliver results if users don’t know how to use it effectively.
Provide training that’s tailored to the needs of your sales, finance, and operations teams. Focus on showing how the integration simplifies their tasks, like syncing sales orders or generating reports. When users understand the benefits and have confidence in the system, adoption is seamless, and your teams can work more efficiently.
7. Practice effective documentation
Document every step of your integration process, from initial setup to regular maintenance procedures. Include details like data mapping, workflows, and troubleshooting guidelines. This helps your team resolve issues quickly and ensures consistency as new employees join or your system evolves. Clear documentation is a practical tool for maintaining long-term success.
Learn more about NetSuite-Salesforce integration
What is a NetSuite-Salesforce connector?
A NetSuite Salesforce connector is a tool designed to seamlessly link the two platforms, enabling data to flow between them without manual intervention. It allows information like sales orders, customer records, and invoices to sync automatically, ensuring both systems are always up to date.
Think of it as the bridge connecting Salesforce’s sales data with NetSuite’s financial and operational data. With the right connector, your sales and finance teams can eliminate repetitive tasks and reduce the risk of errors caused by manual data entry.
SuperSync provides a bi-directional connector, syncing data in real time and giving your team instant access to accurate information across both platforms. This streamlines workflows and creates a unified system that supports better decision-making.
Why integrate NetSuite and Salesforce?
Integrating NetSuite and Salesforce transforms the way your business operates by synchronizing sales and financial data. Here’s why it’s worth considering:
- Eliminate inefficiencies: Without integration, teams often deal with redundant tasks, like entering the same data into both systems. This wastes time and increases the chance of errors. Integration automates these processes, saving time and improving accuracy.
- Access real-time data: Having up-to-date information in both platforms ensures teams can make quicker, more informed decisions. For example, sales reps can view invoice statuses in Salesforce, while finance teams can access sales orders in NetSuite.
- Improve collaboration: When NetSuite and Salesforce are connected, teams across departments can work from the same data. This reduces miscommunication and fosters better teamwork.
- Support growth: Scaling your business becomes easier when systems are integrated. As your operations expand, an integrated solution ensures your workflows stay efficient and data remains consistent.
How do Salesforce and NetSuite work together?
Salesforce and NetSuite complement each other by connecting your sales and financial data in a way that eliminates silos. Here’s how they work together:
- Automated data sharing: Opportunities created in Salesforce can automatically generate sales orders in NetSuite. Similarly, NetSuite can send financial updates, such as payment statuses, back to Salesforce. This two-way communication keeps both systems aligned.
- Real-time updates: Changes made in one platform are instantly reflected in the other. This ensures all teams, from sales to finance, are working with the latest data.
- Streamlined processes: Workflows like order-to-cash become more efficient. For instance, once a sales rep closes a deal in Salesforce, the details can flow directly into NetSuite for invoicing and fulfillment.
- Unified reporting: Integration allows your business to create comprehensive reports that combine sales metrics from Salesforce with financial data from NetSuite. This gives you a clearer picture of performance and helps identify opportunities for improvement.
Improve efficiency with SuperSync’s NetSuite-Salesforce integration
Integrating workflows is essential for boosting efficiency, reducing errors, and enhancing productivity. By connecting systems like NetSuite and Salesforce, it's possible to ensure that critical opportunity, order, and product data flows seamlessly across the organization. This streamlined communication empowers better decision-making, faster processes, and a more connected, agile business.
With SuperSync by Netgain, integration becomes effortless. Built to simplify operations, SuperSync automates workflows so operations, sales, and other teams always have accurate, real-time data at their fingertips.
A NetSuite-certified team handles the implementation from start to finish, ensuring the process is smooth and hassle-free—providing confidence that everything is done right the first time.
Get a personalized demo to learn more about how SuperSync’s NetSuite-Salesforce integration can transform your business operations.
