Accelerated, Automated SalesForce NetSuite Integration:
Manual work and poor visibility can undermine the order-to-cash cycle. Efficiency suffers when sales teams and back-office staff scramble to piece together data from different systems. Productivity declines.
Reported issues may include:
- A disconnect between common data flow and business processes
- Data quality
- Silo’d operations
- Untimely and inaccurate sales quotes
- Manual sales order
- Lack of workflow for lead to cash processes
- Manual data entry — human errors
- Access and authorization limitations
- Poor customer service due to lack of visibility on supply chain management and billing
Perhaps, integration is not a “single-click” process to transfer data from one platform to another. It requires significant time, planning and strategy for a seamless operation.
The following are the challenges we have successfully addressed previously during SalesForce NetSuite ERP integration
Lack of planning:
Data integration doesn’t happen overnight. It is important to identify the business process to account for potential bottlenecks, time allocations and determine a method to implement the plan. We suggest using SMART metrics to determine the business goals so that everyone can work towards achieving and designing an integration process for seamless operations.
Data mapping and duplication:
Moving data between the two platforms is crucial for successful integration. SalesForce NetSuite ERP integration involves monetizing how data is flowing seamlessly between the two platforms. An integration process could prevent overwriting, duplication of data and maps relative fields to avoid erroneous operations.
Limits of data integration:
The amount of data and file sizes play a key role in Salesforce NetSuite ERP integration. It is necessary to understand the restrictions and incorporate them into the integration process early. This way we can avoid downtimes. It is important to make sure that the integration connectors or APIs have no limits in integrating the number of data reports and the number of imports.
Integration process scheduling:
Salesforce NetSuite ERP integration needs timely supervision and conditional execution of the workflow. Businesses should determine whether to opt for a big-bang or progressive approach.
Salesforce NetSuite integration seems straightforward across various systems. The process could become complicated depending on the nature of the industry.
Data security is imperative in the Salesforce NetSuite ERP integration process. You can ensure every speck of your data is backed up effectively and secured. As you know, data squandering leads to significant financial losses and business disruptions.
If your business process facing challenges with integration, schedule a consultation with Amzur. We ensure the Salesforce NetSuite integration process is swift, smooth and secure to meet your business goals.