Watch our latest episode of GURUS Cloud Connect as our CEO, Martin McNicoll, talks about why a NetSuite Salesforce integration is important for your business.
Learn how a NetSuite Salesforce integration can:
- Help you scale up or grow your business’ operations
- Bring together important teams and functions, such as Sales and Accounting
- Be done simply using a connector, such as Boomi integration platform
Learn more about how an integration between these two applications can give you better data visibility and accurate updates on your inventory, thanks to Boomi middleware.
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Video Transcript
NetSuite ERP and Salesforce CRM, on their own, are powerful applications for any business looking to scale up or grow their operations. The problem is, they do not talk to each other out of the box. How does this disconnect between these applications affect your business?
My name is Martin McNicoll, CEO of GURUS, and today, I am your cloud GURU!
Sales and accounting live on different planets. So, if you’re running a CRM like SalesForce and your Accounting team uses NetSuite, your business could run into trouble.
Your accounting and back-office teams are spending most of their days looking up data and fulfilling orders. Meanwhile, your Sales team is bringing in new clients and entering sales orders for your operations team to fill.
If each of these functions is running on a different application, how will they communicate? How do operations know about the upcoming orders they’ll have to fill?
Manually inputting data between your CRM and ERP platform is taking time that your sales reps could be using to meet customers. And your back-office teams can’t wait for this data to come to them, they need to be able to access it in real-time!
How can you fix this? You want NetSuite and Salesforce to talk to each other, and we call this an integration.
But how to connect NetSuite to Salesforce? We use what you might call a connector - In our case we recommend Boomi, a cloud software that has the necessary connectors to connect Salesforce CRM to your NetSuite ERP platform. If you work in a cloud environment and use different applications, Boomi has a library of hundreds of connectors to other cloud software like Salesforce, Hubspot and many more.
With this real time synchronization of data in NetSuite you’ll get full data visibility for sales forecasting and an accurate status of your inventory.
Thanks for joining us today, don’t forget to like our videos and subscribe to our YouTube channel for more on integrations and your NetSuite ERP platform.