Integration between NetSuite and Salesforce to Streamline Business Operations using eZintegrations™ Platform
Salesforce to NetSuite integration by Bizdata empowers business or enterprise users to completely automate two of the most widely used business applications, thus enabling cross-functionality and empowering users to gain unique insights into their business operations. Salesforce to NetSuite integration enables users to eliminate manual workflow and make the process more efficient by reducing errors.
Salesforce users can gain important insights about financials of their prospects and leads, thus helping them to plan business operations more efficiently. This not only creates a synergy between the whole operation, but also streamlines the process to gain efficiency and accuracy.
Traditionally, information had to be entered manually into every system with no ability to capture data from one system to another. With eZintegrations™, NetSuite users can create quotes, sales orders, and pull other useful data information directly from Salesforce, thus making the sales process more efficient.
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Use Cases and Problems Addressed for Using eZintegrations™ Salesforce to NetSuite Integration
Use Case 1 – Let’s say a customer wants to automate information that comes into NetSuite and wants a complete match between various systems such as Salesforce.
Solution – eZintegrations enables complete automation of data being entered into the system. NetSuite users can pull customer details directly from Salesforce thus creating synergy across channels.
Use Case 2 – Automate the creation of quotes and sales orders
Solution – Quotes and Orders can be created automatically from Salesforce or NetSuite on a real-time basis and can be shared with sales or finance people which can be sent or shared directly to customers or the management at a single click thus ensuring faster lead time or service.
Use Case 3 – Enables Insights and forecasts into the business process.
Solution – eZintegrations enable NetSuite users to draw data, directly from opportunities and orders present into Salesforce thus enabling accurate forecasts to be made.
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