eBook-Automating Key Business Process Salesforce, NetSuite

This is a collection of eBooks published by Dell Boomi. They provide insights and advice about application and data integration.

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Cloud Integration Best Practices Whitepaper Copyright 2012 Dell Boomi, Inc. All rights reserved. Automating Key Business Processes with NetSuite ERP & Salesforce CRM Do your employees spend significant time re- entering and maintaining customer and order information in multiple systems? Are order details such as requested products or services, pricing, and quantities frequently incorrect? Does confusion ever arise regarding customer status or financial standing? Would your Sales and Support teams benefit from having a single dashboard of complete customer data to answer status and billing inquiries from customers? If you answered "yes" to any of the questions above, your organization may want to consider integrating NetSuite ERP with Salesforce CRM. The advantages of using a cloud-based integration platform to automate business processes between Finance, Sales and Support are significant, and may include: A "360-degree view" of customer order and financial history Acceleration and improved tracking of the complete order-to-cash lifecycle Reduction in first-call resolution time and acceleration of collections efforts Improved business intelligence capabilities Elimination of inefficient, error-prone manual double entry of customer and transaction information Increased data accuracy Finance and Sales are mission-critical business functions within companies of all sizes, from small businesses to enterprises. The best practices described in this paper result from lessons learned over hundreds of successful integrations of NetSuite ERP and Salesforce CRM, and they include the common integration touch points and recommended best practices for automating business processes across these applications. Overview Cloud-based application integration automates key business processes across multiple applications to provide accurate and timely financial visibility throughout the organization and eliminate inefficient, error-prone and manual data entry. This is achieved by integrating transactional data between NetSuite ERP and Salesforce CRM. To support this effort, several dependent master data records must be integrated as well, most notably Customers and Products. Integration will keep both applications in sync so users can be confident they are working with accurate and current information. As new Accounts and Opportunities are entered and won in Salesforce CRM, for instance, that information should flow automatically to NetSuite ERP in a timely fashion. As transactions related to those Accounts and Opportunities are created in NetSuite ERP, they should then be synced back to Salesforce to update relevant information and provide a financial history for the Account and/or Opportunity. In other words, whenever a customer or transaction record is modified in one application, integration ensures that those changes will be synced to the other application. It should be stated that the goal of integration is not to build an entire finance system in Salesforce and replicate all its accounting business logic and workflow, nor is the goal to do the same in NetSuite. It is easy to get carried away with the customization Salesforce allows related to workflows, validations and triggers. It is best to leave the accounting to NetSuite ERP, and then synchronize the results back to Salesforce for informational and reporting purposes. Recommended Integration Touch Points To support integration goals, we recommend the following touch points between NetSuite ERP and Salesforce CRM. Each interface is described in more detail in the next section. Customers & Contacts Products

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