At Pragmatic Training, we know how a Salesforce NetSuite integration can offer a range of benefits for sales and finance teams.
If you’re struggling to get everyone on the same page with financial data and do not have a single source of truth, a NetSuite Salesforce integration will create a centralised location for real-time financial data accessible across departments in your organisation.
Using the right connector solution, integrating NetSuite and Salesforce is remarkably simple.
In fact, with Breadwinner, the connector works out of the box.
NetSuite Salesforce integration – it’s a no-brainer
If you are using Salesforce and NetSuite in your technology stack, finding a way to integrate these two platforms is unavoidable. Once you have paired NetSuite’s ERP with Salesforce’s CRM, departments in your organisation can begin to gain a clear understanding of customer financial data and use this to further conversations and accelerate productivity.
Using a NetSuite Salesforce integration, your organisation’s sales team can begin to access important financial data natively in Salesforce. Rather than navigating between different apps and having back-and-forth conversations with the finance department, sales team members can seamlessly access all the customer data they need in one place to make informed decisions.
Can you use an iPaaS platform?
iPaaS (Integration Platform as a Service) platforms can typically provide organisations with a handful of intuitive integrations to unify technology stacks. When it comes to connecting many different cloud-based processes, iPaaS platform can prove extremely useful. However, it’s often easy for iPaaS platforms to get in their own way and make your workflows more complicated.
iPaaS platforms usually come with a sizeable price tag and take some time to set up. If you are searching for an immediate solution to address your organisation’s disjointed workflows and cross-team communication, this is not for you. iPaas platforms require you to make an upfront investment and pay for rolling subscription costs.
Can you use APIs and a RESTlet web service?
Combining the APIs for Salesforce and NetSuite, you could build a connection between the two platforms through an RESTlet web service. To make this work, you would need to consult a team of developers. If you have an in-house IT department with experience in this area, they could potentially take the lead in developing a custom solution for your organisation.
However, it’s worth noting that building your own connection between these two platforms is far from straightforward. If your developers are unfamiliar with the two APIs, it will take some time to get familiar with them. Also, when it comes to storing and sharing sensitive financial data, there is no room for error – which can leave teams hesitant about building a connector in-house.
Salesforce NetSuite Integration (Try Breadwinner)
If you do not have access to in-house developer expertise or want to front the cost of an iPaaS platform, you should consider a Salesforce NetSuite integration like Breadwinner. Using this Salesforce-native integration, you can hit the ground running and quickly begin to unlock the immense benefits of centralising pivotal customer data for your organisation.
Breadwinner isn’t an iPaaS platform. They are not trying to do everything at once. They believe in the importance of focusing on connecting two platforms at a time and ensuring this is done well. After all, Salesforce and NetSuite are two distinctly different platforms that occupy different parts of your organisation’s workflows. Ready to explore our NetSuite Salesforce integration?
You can book a demo today and see what Breadwinner has to offer your organisation.