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In this blog post, we shall be discussing in some detail the integration of Salesforce's CRM (customer relationship management) with Netsuite. For those not familiar with Netsuite, here is a brief introduction to it. NetSuite is the leading integrated cloud business software suite, including business accounting, ERP, CRM, and e-commerce software. Its software and services were curated for small, medium-sized, and large businesses, with modules for ERP, CRM, PSA, and e-commerce. Oracle acquired this company in 2016, and now this division is led by Executive Vice President Evan Goldberg as Oracle’s cloud ERP for MSME enterprises.
So, if you are a company that wants the services & benefits of both Salesforce and Netsuite, then it's a good idea.
However, we have prepared a list of questions for your Salesforce Integration Partner that are pertinent and must be asked. Here they are:
Q1. Which application programming interface do they intend to use?
They can use one of two options: SOAP or REST APIs, and each API has its particular uses. SOAP is a readily available option for NetSuite and is great for batch or near real-time processing. REST, on the other hand, needs personalized development but is ideal for real-time processing. If your intended Salesforce Integration Partner is experienced, then they will be aware of the differences and make the best choice by keeping the holistic picture in mind.
Q2. How will they integrate the data flows?
Make sure the Salesforce Integration Partner is equipped to take into account your specific requirements. The business management must brief the partner much in advance about their processes, requirements, and pain areas so that at the very outset everything is crystal clear and nothing is sprung up on the vendor/partner at the last minute.
Q3. How will the Salesforce Integration Partner develop the integration?
Based on your needs, you may need a platform subscription, a custom-made application, or just a connector, or it could be a combo of options. The important point is that the partner has knowledge of the latest developments in the industry and uses the best tools available. Platforms for integration like Mulesoft are popular and easy to use.
Q4. What type of support do they offer?
Complicated software integrations have a margin of error and so on. So, the partner should have the capability and talent to tide over any road bumps along the way. The experience of the partner makes all the difference. It is ideal for them to be contracted for some time post-integration to ensure all rides go well.
Codleo Global CRO Mr. RS Maan says " Netsuite and Salesforce integration is crucial for companies that are seeking expansion and success".
Such questions are relevant to ask the partner before you get into the arena to integrate these two wonderful and empowering software solutions. The right integration process will give you the best out of both tools. An experienced Salesforce integration company like Codleo is ideal for such complex integration needs. Contact us today to discuss your exact needs.
About the Author
RS Maan
Maan joined Salesforce Ecosystem in 2008 with entry of Salesforce in APAC region. He worked on many of the underlying Salesforce Products & it’s functionality, including Heroku, Chatbots, and Einstein before leading Codleo Consulting - Leading Partner of Salesforce.com & Salesforce.org. In his spare time, he immerses himself in travel, books and spirituality.
