Salesforce and NetSuite are each best-in-class platforms, but when they operate independently, critical business data becomes fragmented. A NetSuite–Salesforce integration connects CRM and ERP data in real time, giving sales, finance, and operations teams a single source of truth to scale efficiently and make faster, more informed decisions.
Watch our latest episode of GURUS Cloud Connect, where we explain why integrating NetSuite and Salesforce is essential for growing organizations.
Talk to an expert about NetSuite + Salesforce Integration for Business Growth
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.
What a NetSuite–Salesforce Integration Enables
- Align Sales and Accounting Teams Sales and finance rely on the same customer, order, and revenue data. No more conflicting reports or manual reconciliation between systems.
- Improve Data Accuracy and Visibility Customer records, opportunities, orders, and inventory levels stay synchronized across platforms, reducing errors and eliminating duplicate data entry.
- Accelerate Sales Cycles Sales reps gain immediate visibility into credit status, order history, and inventory availability directly from Salesforce, enabling faster, more confident selling.
- Support Scalable Operations As transaction volume grows, automated data synchronization ensures your systems scale without increasing administrative overhead.
Why Use Boomi Middleware for NetSuite and Salesforce
Boomi acts as the integration layer between Salesforce CRM and NetSuite ERP, providing a secure and scalable way to synchronize data across both platforms.
With Boomi, you can:
- Sync customers, leads, opportunities, and sales orders
- Automate updates without custom code
- Manage integrations through a centralized platform
- Expand to additional applications as your tech stack grows
Boomi’s extensive connector library makes it an ideal solution for cloud-first organizations using multiple SaaS platforms.
FAQ on NetSuite and Salesforce Integration
Q: FAQ on NetSuite and Salesforce Integration
A: By synchronizing customer, opportunity, order, and financial data between Salesforce and NetSuite, both systems reference the same real-time information. This eliminates duplicate records, reduces manual entry errors, and ensures teams are working from a single source of truth.
Q: What business teams benefit most from a NetSuite–Salesforce integration?
A: Sales, finance, operations, and customer success teams benefit the most. Sales gains visibility into order and billing status, finance receives cleaner CRM data, and operations can plan fulfillment using accurate demand and inventory information.
Q: What Salesforce data is typically shared with NetSuite?
A: Commonly synced data includes accounts, contacts, opportunities, quotes, sales orders, and customer records. This ensures sales activity in Salesforce flows seamlessly into NetSuite for billing, fulfillment, and reporting.
Q: How does integrating Salesforce with NetSuite support scalability?
A: As transaction volume increases, an integrated system prevents operational bottlenecks by automating data flows between CRM and ERP. This allows businesses to grow without adding manual processes or administrative overhead.
Q: How does Boomi fit into a NetSuite and Salesforce integration?
A: Boomi acts as the middleware that securely connects Salesforce and NetSuite, managing data synchronization, transformation, and error handling without requiring custom point-to-point integrations.