Are you looking for ways to sync NetSuite with Salesforce? You have come to the right place. This guide will break down three ways to sync NetSuite with Salesforce. When sales teams can see financial data inside Salesforce’s CRM, this provides them with a complete understanding of customer relationships. Sales teams can then use this data to make informed decisions.
The question is, what is the best way to connect NetSuite and Salesforce? Fortunately, there are many different options available for you to pursue. If you want to accelerate your workflows, an effective NetSuite Salesforce integration is essential. By pairing NetSuite’s ERP solution with Salesforce’s CRM, you can begin to unify data across both platforms and simplify workflows.
Why do you need a NetSuite Salesforce connector?
For sales teams, accessing financial data natively in Salesforce is a game-changer. When it comes to making quick decisions about how to communicate with customers, a treasure trove of useful financial data can play a pivotal role in helping team members complete important tasks. This can also help limit back-and-forth communication between sales and finance teams.
1 – Use iPaaS platforms to sync NetSuite with Salesforce
If you are unfamiliar with iPaaS (Integration Platform as a Service) platforms, these typically offer dozens of practical integrations for applications your workforce already uses. With all the integrations you need in one place, iPaaS platforms centralize your efforts to unify workflows. These platforms support the execution and governance of cloud-based integration flows.
While iPaaS platforms have the appearance of robust, all-encompassing solutions, there are a few downsides to consider. iPaaS platforms often demand considerable upfront investment. The connections offered by these platforms are not ready out-of-the-box. If you are looking for an immediate solution, iPaaS platforms are not necessarily right for you.
Also, it’s worth noting that these platforms sometimes come with long-winded and tedious configuration processes. If you need a fast solution to your integration problems, you should look beyond iPaaS platforms. Along with the upfront investment, those using iPaaS platforms are required to payrolling subscription fees, which can quickly add up.
2 – Leverage a RESTlet web service and APIs
You can create a connection between Salesforce and NetSuite using the APIs for both platforms. This is made possible with a RESTlet web service. The web developers in your organization would need to write custom code for this Salesforce NetSuite connector. While this is far from straightforward, it gives developers the freedom to fully customize the solution.
The web developers can ensure the connector solution meets the unique requirements of your organization. As the NetSuite Salesforce connector is dealing with financial information, it is critical that the developers frequently and thoroughly test the connector ahead of rolling it out. If the APIs change in the future, your web developers may need to rewrite the code.
3 – Utilize a Salesforce NetSuite Integration (Try Breadwinner)
If you do not have the time or resources to set up a connector on an iPaaS platform or develop a connector using the APIs, you should turn to Breadwinner. This Salesforce-native integration works out-of-the-box and comes with everything you need to hit the ground running. The tool’s configuration wizard is mapped with NetSuite objects and fields in Salesforce.
Rather than offering dozens of integrations for multiple platforms at the same time, Breadwinner is focused on providing truly useful integrations. This is not a generic iPaaS platform. Our team of developers focused on addressing the unique challenges faced by teams navigating between NetSuite and Salesforce. Are you ready to get started? You can book a demo today.
