Do you have Salesforce or have the intention to buy Salesforce? This article is for you. NetSuite is known among enterprise customers for its accounting, financial and ERP solutions. It has a fully functional CRM module. Yet, most consider Salesforce and it is considered to be the right fit for many B2B lines. Alternatively, some Salesforce users feel that it lacks the ERP, accounting, financial solution capabilities that NetSuite delivers.
Salesforce has a great framework to handle lead generation to cash flows whereas NetSuite is famous for its financial and accounting modules. NetSuite ERP Salesforce integration makes the lead-to-cash process effortless. This is the obvious reason why most of the B2Bs are using both platforms at the same time. If you have seen NetSuite ERP in action then you also know that NetSuite streamlines the lead to cash process from lead to opportunity to sales order through to revenue recognition, invoicing and payment.
In the cases that we have consulted on, we see that the Salesforce customers have failed to integrate fully with the NetSuite ERP. We have also seen that in some cases, a custom adapter was utilized to connect to Salesforce. Sometimes these types of projects require a lot of iterations to build a solution that is fully functional.
Another approach is to integrate Salesforce and NetSuite by an alliance partner, such as Amzur. This way is one of the most convenient and highly flexible. Integration by the third-party vendor allows Salesforce clients to streamline workflows and improve lead to cash processes. Our talent resources can help you design and build any custom script that will automate and speed up your processes.
Amzur is a recognized leader in Salesforce NetSuite ERP integration. We assist B2B lines in enabling their growth by integrating dispersed business entities—through leveraging the power of cloud computing. Our talent resources have a wide variety of technical competencies and working knowledge of NetSuite ERP. This is also the only ERP cloud solution that we work with. We utilize the entire team’s expertise in finance, accounting and operations to ensure that our clients have the right tools they need to create, sell and monetize today.
We know ‘lead to cash automation’. Our NetSuite ERP consulting team utilizes its diverse experience in finance, accounting, and technology when designing your custom roadmap through NetSuite. By addressing your specific needs, we deliver a complete financial foundation and ecosystem to help you grow smarter.
Lead to Cash Processes Overview:
Lead capture: When a potential customer visits your website, they can inquire for more information through a contact form. This is how you can collect customer’s primary information and interests.
Lead distribution to a sales rep: Upon filling the form, the data is automatically updated on the sales representative’s customized dashboards. Then, sales representatives can reach out to them.
Lead nurturing: If your sales representative qualifies the lead, they contact customers to nurture and enquiring their needs.
Order management: When the customer is ready to order, the sales representative can directly create a sales order from the lead. Again, the information streamlines from one form to the next, automatically populating the different sections. In this form, you can select items to orders, quantity, price, tax, and shipping dates. It even has a feature that allows you to find related items to upsell the customer.
Fulfillment execution: The warehouse page displays the orders that need to be completed. By validating the order number, shipping address and other information order can be sent out. Once this action is completed, an email notification is sent to the customer to confirm the order.
Invoice and billing: The accounts receivable page allows you to invoice the customer. On the invoice form, you can see a summary of the order, customer information, and order information. Once the invoice information is validated, the invoice is sent through email to the customer. Once you receive customer payment, you can return to the invoice form and accept payment completing the process.