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NetSuite Salesforce IntegrationFolio3

Automate lead-to-cash workflows, standardize order management, procure-to-pay processes, and deliver a faster order-to-cash cycle with our Salesforce NetSuite Integration.

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Vendor

Folio3

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Company Website

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Product details

Why your business needs NetSuite and Salesforce Integration

Look around you – companies are growing faster than ever by integrating Salesforce CRM and NetSuite ERP. While you’re stuck with your team manually copying data between systems, your competitors are automating everything and taking customers that could be yours. Every day you wait means money left on the table and opportunities you won’t get back. But with Salesforce NetSuite Integration, you can overome obstacles and achieve business objectives.

Data silos kill productivity

Your teams waste hours switching between systems just to complete basic tasks. Sales can't see inventory levels, finance lacks real-time order data, and everyone's working with different versions of the truth.

Manual processes drain resources

Every manual data entry point is a potential error that costs time and money to fix. Your talented team is stuck doing low-value work instead of driving growth and serving customers.

Delayed order-to-cash cycle

When sales, inventory, and finance data don't flow seamlessly, your cash flow suffers. Delays in processing orders, generating invoices, and collecting payments directly impact your bottom line.

Lost sales opportunities

Without real-time visibility into inventory and pricing, your sales team makes promises they can't keep or misses chances to upsell. Customers get frustrated, and revenue slips through the cracks.

Scaling becomes impossible

As your business grows, manual workarounds that once seemed manageable become critical breaking points. What worked at $5M breaks completely at $20M without proper system integration.

Decision-making based on outdated data

Your executive team makes crucial strategic decisions using reports that are already outdated. Without integrated systems, you're always looking in the rearview mirror instead of planning ahead.

Robust two-way sync that completes your lead-to-cash cycle using NetSuite and Salesforce Integration

  • Sync Salesforce Contacts to NetSuite Contacts
  • Sync NetSuite Contacts to Salesforce Contacts
  • Sync Salesforce Accounts to NetSuite Customers
  • Sync NetSuite Customers to Salesforce Accounts
  • Sync Opportunities from Salesforce as Orders/Quotes in NetSuite
  • Sync Sales Orders from NetSuite to Salesforce
  • Sync Products from NetSuite to Salesforce (Inventory Products)
  • Sync Inventory Levels from NetSuite to Salesforce
  • Sync Price Levels from NetSuite to Salesforce
  • Sync Products from Salesforce to NetSuite
  • Automated Sync Every 15 Minutes
  • On-Demand Real-Time Data Sync
  • Complete Audit Log in NetSuite

NetSuite Salesforce connector capabilities

Bi-directional sync

Update Salesforce contacts, NetSuite customers, and accounts between both applications using Salesforce NetSuite Integration. This reduces the amount of manual data input to keep your customer information up-to-date.

Sales & opportunity management

Sync Salesforce opportunities to NetSuite sales orders with the option to sync NetSuite sales orders to Salesforce opportunities. Salesforce NetSuite connector maintains a unified view of your sales pipeline across systems.

Product & inventory visibility

Manage items and products in either platform with automatic updates pushed to the other application using Salesforce and NetSuite Integration. Instant inventory visibility keeps your product information updated and prevents customer escalations.

Customizable data flow

Choose between automated regular sync or on-demand updates when you need them most. This gives you control over data transfers while maintaining a complete audit trail of all system changes.

Native NetSuite infrastructure

Deploy with confidence using the Built For NetSuite (BFN) certified solution that works in both sandbox and production environments, with customizable field mapping that adapts to your business needs.

NetSuite and Salesforce Integration Benefits

Connect NetSuite and Salesforce to keep your data in sync, work more efficiently, and get a clear view of your business. Salesforce NetSuite Integration helps your team stay updated, save time, and make better decisions.

Scale without limits

Sync NetSuite-Salesforce data in near real-time or on-demand with full audit logs—whether managing hundreds of accounts or thousands of SKUs.

Flexible to your needs

Customize the integration to your evolving business requirements, enhancing operations and customer experience.

Built-in features

Access bi-directional sync, opportunity-to-order conversion, inventory visibility, price tier sync, and product catalog management, no extra development needed.

360 degree visibility

Monitor sync status from the NetSuite dashboard, selectively sync records, and access detailed data transfer logs using NetSuite and Salesforce connector.