When running a business, it can be a challenge to keep all of your people and processes on the same page. Business management tools like NetSuite and Salesforce help keep the entire business organized and aligned. While ERP and CRM systems like this already utilize the cloud to store important data, what about the financial aspect of the business? Most likely your CRM and financial management software do not connect. Part of the beauty of using modern enterprise software solutions is that integrating NetSuite and Salesforce is simple and can provide vast benefits.

Accounting

While CRM software like Salesforce has no trouble keeping track of your customers and their vital information, it lacks the ability to handle accounting and financial tasks. With NetSuite working side by side with your existing CRM system, you can easily keep track of not only your customers but monetary aspects as well, in one system. When integrating NetSuite and Salesforce, you get a complete end-to-end picture from lead to cash and back office visibility.

Supply Chains

Supply chains are the lifeblood of any business. This is one area where ERP software not only excels but can also keep your company in business. For example, if you don’t have access to a uniform database of inventory, shortages and surpluses will occur. If every office/location is working on a disconnected system it becomes impossible to have streamlined visibility. In business, the world has become increasingly smaller and more integrated adn requires you to act within minutes, not days.

A cloud ERP like NetSuite can help supply chain organizations avoid shortages and supply chain bottlenecks. Integrate this with an effective CRM system and you will have exact figures on every order, where it’s coming from, where it’s going, when its needed, company expenses, and company profit all on a single system. Plus, if a client makes a change in what they need or suddenly needs to buy more, orders can be adjusted accordingly without interrupting business. It is only through integrating NetSuite and Salesforce that such decisions can be made in real-time and without slowing down other business activity.

eCommerce Solutions

If your business is not online, you’re losing money. These days, the world is interconnected and that includes B2C (business to customer sales) and B2B (business to business) sales as well. NetSuite doesn’t only provide a powerful financial management tool, but also a powerful force for e-commerce. With it, you can build your e-commerce website and handle the point of sale aspect as well. Additionally, if your business is active in both B2C and B2B sales both can be handled easily off the same database and software backend. Combine this with an already well-established CRM platform and you can quickly establish an online presence and increase company visibility and profits.

 

Oftentimes, companies are using a modern CRM system but are lacking robust financial management software. It is important to compare different ERP systems on the market, but keep in mind that NetSuite is the #1 cloud-based ERP system worldwide.

Integrating NetSuite and Salesforce is not a case of replacing your existing CRM platform—it’s about making business processes more streamlined. It creates a single platform that is more beneficial than the sum of its parts and will provide visibility, streamline back office with customers and contacts, and help convert opportunities to sales orders.