3 Ways to Integrate NetSuite with Salesforce by Brian Newbold.
In our digital world, we can’t afford to spend time re-entering our Salesforce sales into a billable form in NetSuite. A swivel seat is excruciating both in time spent and accuracy errors. And when it’s time to automate, it seems like all suggestions start with “it’s an easy-to-use template” yet ultimately end up being custom-built solutions.
My company, like yours, is certainly a special snowflake – unique in how we process orders and report our sales and financial data. But aren’t snowflakes also nearly identical in their structure, form, and function? Surely when you look very closely you will see the many fine and unique details, but at the macro level, they’re pretty much just the same. Similarly, aren’t our business processes nearly alike at macro with a modicum of uniqueness?
- First and most basic, where your processes fit the sample templates and have low volume. Everything pretty much just works out-of-the-box with the lowest-cost tier middleware
- Second, where most of us fit, having a healthy volume of orders and reasonable depth of customizations. We’ve outgrown the templates and pushed the boundaries a bit
- Third and most complex, the large-enterprise ERP with a few thousand products and hundreds of thousands if not millions of customers. High volume and highly customized, where you’ve hired a team of purpose-driven integration engineers.