Welcome!

Recurring Revenue Authors: Shelly Palmer, Elizabeth White, William Schmarzo, Liz McMillan, Pat Romanski

Related Topics: @CloudExpo, Microservices Expo, @DXWorldExpo

@CloudExpo: Blog Post

Gain More Value from NetSuite and Salesforce | @CloudExpo #API #SaaS #Cloud

Why Integrating NetSuite and Salesforce through a middleware is the best way

Integration Is the Key to Gain More Value from NetSuite and Salesforce

Enterprises often face challenges when integrating Salesforce and NetSuite. But, despite the fact that NetSuite offers an out-of-the-box solution to integrate with Salesforce, companies' data flow requirements are far too complex even for a simple integration.

NetSuite is highly popular among enterprise customers for its accounting, financial and ERP toolkit. Even though it has fully functional CRM module, Salesforce is considered to be perfect blend in cloud-based CRM solution. Alternatively, some Salesforce users feel like it lacks the ERP, Accounting, Financial solution capabilities which NetSuite delivers.

Salesforce and NetSuite both are industry's leading SaaS providers serving various types of customers including enterprise segment and SMBs. Salesforce has its sophistication in handling lead generation to cash flows whereas NetSuite is famous for its financial and accounting modules. This is the obvious reasons why most of the enterprises are using both platforms at the same time.

Enterprises often face challenges when integrating Salesforce and NetSuite. But, despite the fact that NetSuite offers an out-of-the-box solution to integrate with Salesforce, companies' data flow requirements are far too complex even for a simple integration.

Enterprise customers many times are left with a less ideal situation relying on integrations that can be quite cumbersome and time-consuming. For instance, the whole customer relationship data remains in a silo, thus forcing users to manually copy and paste data into the accounting module. This manual approach is prone to a high number of errors and lots of wasted hours in correcting manually entered data. Do you agree that this is a futile way of managing data for any business?

Different integration methods

  1. SuiteTalk API makes it possible for developers to complete NetSuite integration with Salesforce even when there is a complex business requirement. The SuiteTalk API exposes web service of the NetSuite. Due to this, integration should be built completely on the Salesforce side. This approach is less favorable for the companies as they require to have in-house NetSuite and Salesforce experts. Executing such a project can be very expensive and never ending process.
  2. Some of my clients also tried building a custom adapter which would connect to Salesforce. This approach is often time-consuming as it requires a lot of programming. It also can run into unwarranted issues, as the integration requirements are dynamic in nature and require a lot of iterations to build a solution that is fully functional.Customer adapter fails miserably and give in to match the performance of either the first or the third approach, the solution provided by some of the third party vendors.
  3. The most popular approach is to integrate Salesforce and NetSuite is by third party integration providers. This way is one of the most convenient, pocket-savvy and highly flexible.
    Integration by the third party vendor allows organizations to independently designed applications to work together which automates business activities between departments and organizations.

Apart from the process automation iPaaS providers also deliver flexibility with the following factors:

  • Transportation - easily established connection between various source and target applications
  • Transformation - mapping the data fields at each integration point. It is not just field to field mapping but applying various transformations over the target fields to achieve the desired data formats by writing conditions, rules and using inbuilt functions.
  • Process orchestration - sequential and conditional execution of workflows to achieve the desired integration results
  • Administration - audit, error handling, security and system operation features enable prompt debugging by integration experts.

The best way to see why third party integration providers like DBSync are the most favourable for the enterprise customers, is by looking at the following business case.

Common use cases
The customer wanted to integrate the lead to cash process which is managed in their Salesforce CRM through synchronized billing and invoice information of their NetSuite accounting. DBSync solved it within customer's allocated budget and timeline.

Although lead generation, lead assignment, lead routing and effective lead tracking are the hallmark of an effective sales-driven organization, it is often heard from executives that the majority of the generated leads do not get followed up. That impacts the overall sales revenue and the fiscal year's goals can't be met. The aforementioned business case is the most common scenario across organizations using Salesforce, or any other CRM, to drive the sales process. And this whole process needs to flow to their accounting systems in order to track the closure and the cash inflow.

Our approach to solve this common situation can be detailed in two stages which are explained in the following subsections.

Automate Salesforce leads to flow into NetSuite accounting: you should integrate your web forms with Salesforce's lead forms for a quick Lead to Opportunity conversion. As soon as your prospect completes and submits the web form, the lead's details and other critical information should be populated in real time to the accounting application in order to raise invoices and get cash flows in the organization to keep the business running.

Effective sales management: accounts, contacts and opportunities must be managed in accordance with the nature of a business and its underlying processes set forth by Salesforce. The sales database is the central repository that connects all teams and puts the customer first in your business. Therefore, it is absolutely critical that your Salesforce is optimized to capture marketing leads, qualify the lead based on the set criteria within your marketing module of Salesforce or the connected marketing application, and pass it to your NetSuite, from where the service teams can pick up to cater the best services.

With the cloud fever catching up within many organizations, the first need is to tackle the challenge of integration between various cloud applications such as CRM, ERP and accounting. Doing so will streamline the organization's business process across various internal departments to optimize efficiency across the board. Moreover, the use case above outlines simplified and more efficient business process between sales, accounting and service departments via Salesforce and NetSuite. Clearly, by streamlining the lead-to-cash flow across your Salesforce CRM and NetSuite accounting software will improve customer satisfaction and cash inflow to sustain your business in the longer run.

Useful links

Find out more about how connected data and applications can transform your use of data and business:

More Stories By Rajeev Gupta

As CEO of DBSync, Rajeev has led the strategic emphasis on the integration space, while also ensuring alignment between customer needs and product development. He has extensive experience with application architecture and on-demand computing. He earned his MBA from Owen School of Management, Vanderbilt University.

@ThingsExpo Stories
"Cloud Academy is an enterprise training platform for the cloud, specifically public clouds. We offer guided learning experiences on AWS, Azure, Google Cloud and all the surrounding methodologies and technologies that you need to know and your teams need to know in order to leverage the full benefits of the cloud," explained Alex Brower, VP of Marketing at Cloud Academy, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clar...
In his session at 21st Cloud Expo, Carl J. Levine, Senior Technical Evangelist for NS1, will objectively discuss how DNS is used to solve Digital Transformation challenges in large SaaS applications, CDNs, AdTech platforms, and other demanding use cases. Carl J. Levine is the Senior Technical Evangelist for NS1. A veteran of the Internet Infrastructure space, he has over a decade of experience with startups, networking protocols and Internet infrastructure, combined with the unique ability to it...
"Akvelon is a software development company and we also provide consultancy services to folks who are looking to scale or accelerate their engineering roadmaps," explained Jeremiah Mothersell, Marketing Manager at Akvelon, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
"Space Monkey by Vivent Smart Home is a product that is a distributed cloud-based edge storage network. Vivent Smart Home, our parent company, is a smart home provider that places a lot of hard drives across homes in North America," explained JT Olds, Director of Engineering, and Brandon Crowfeather, Product Manager, at Vivint Smart Home, in this SYS-CON.tv interview at @ThingsExpo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
It is of utmost importance for the future success of WebRTC to ensure that interoperability is operational between web browsers and any WebRTC-compliant client. To be guaranteed as operational and effective, interoperability must be tested extensively by establishing WebRTC data and media connections between different web browsers running on different devices and operating systems. In his session at WebRTC Summit at @ThingsExpo, Dr. Alex Gouaillard, CEO and Founder of CoSMo Software, presented ...
"There's plenty of bandwidth out there but it's never in the right place. So what Cedexis does is uses data to work out the best pathways to get data from the origin to the person who wants to get it," explained Simon Jones, Evangelist and Head of Marketing at Cedexis, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
WebRTC is great technology to build your own communication tools. It will be even more exciting experience it with advanced devices, such as a 360 Camera, 360 microphone, and a depth sensor camera. In his session at @ThingsExpo, Masashi Ganeko, a manager at INFOCOM Corporation, introduced two experimental projects from his team and what they learned from them. "Shotoku Tamago" uses the robot audition software HARK to track speakers in 360 video of a remote party. "Virtual Teleport" uses a multip...
"IBM is really all in on blockchain. We take a look at sort of the history of blockchain ledger technologies. It started out with bitcoin, Ethereum, and IBM evaluated these particular blockchain technologies and found they were anonymous and permissionless and that many companies were looking for permissioned blockchain," stated René Bostic, Technical VP of the IBM Cloud Unit in North America, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Conventi...
Gemini is Yahoo’s native and search advertising platform. To ensure the quality of a complex distributed system that spans multiple products and components and across various desktop websites and mobile app and web experiences – both Yahoo owned and operated and third-party syndication (supply), with complex interaction with more than a billion users and numerous advertisers globally (demand) – it becomes imperative to automate a set of end-to-end tests 24x7 to detect bugs and regression. In th...
SYS-CON Events announced today that Telecom Reseller has been named “Media Sponsor” of SYS-CON's 22nd International Cloud Expo, which will take place on June 5-7, 2018, at the Javits Center in New York, NY. Telecom Reseller reports on Unified Communications, UCaaS, BPaaS for enterprise and SMBs. They report extensively on both customer premises based solutions such as IP-PBX as well as cloud based and hosted platforms.
SYS-CON Events announced today that CrowdReviews.com has been named “Media Sponsor” of SYS-CON's 22nd International Cloud Expo, which will take place on June 5–7, 2018, at the Javits Center in New York City, NY. CrowdReviews.com is a transparent online platform for determining which products and services are the best based on the opinion of the crowd. The crowd consists of Internet users that have experienced products and services first-hand and have an interest in letting other potential buye...
"MobiDev is a software development company and we do complex, custom software development for everybody from entrepreneurs to large enterprises," explained Alan Winters, U.S. Head of Business Development at MobiDev, in this SYS-CON.tv interview at 21st Cloud Expo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
Coca-Cola’s Google powered digital signage system lays the groundwork for a more valuable connection between Coke and its customers. Digital signs pair software with high-resolution displays so that a message can be changed instantly based on what the operator wants to communicate or sell. In their Day 3 Keynote at 21st Cloud Expo, Greg Chambers, Global Group Director, Digital Innovation, Coca-Cola, and Vidya Nagarajan, a Senior Product Manager at Google, discussed how from store operations and ...
A strange thing is happening along the way to the Internet of Things, namely far too many devices to work with and manage. It has become clear that we'll need much higher efficiency user experiences that can allow us to more easily and scalably work with the thousands of devices that will soon be in each of our lives. Enter the conversational interface revolution, combining bots we can literally talk with, gesture to, and even direct with our thoughts, with embedded artificial intelligence, whic...
SYS-CON Events announced today that Evatronix will exhibit at SYS-CON's 21st International Cloud Expo®, which will take place on Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA. Evatronix SA offers comprehensive solutions in the design and implementation of electronic systems, in CAD / CAM deployment, and also is a designer and manufacturer of advanced 3D scanners for professional applications.
Leading companies, from the Global Fortune 500 to the smallest companies, are adopting hybrid cloud as the path to business advantage. Hybrid cloud depends on cloud services and on-premises infrastructure working in unison. Successful implementations require new levels of data mobility, enabled by an automated and seamless flow across on-premises and cloud resources. In his general session at 21st Cloud Expo, Greg Tevis, an IBM Storage Software Technical Strategist and Customer Solution Architec...
To get the most out of their data, successful companies are not focusing on queries and data lakes, they are actively integrating analytics into their operations with a data-first application development approach. Real-time adjustments to improve revenues, reduce costs, or mitigate risk rely on applications that minimize latency on a variety of data sources. In his session at @BigDataExpo, Jack Norris, Senior Vice President, Data and Applications at MapR Technologies, reviewed best practices to ...
An increasing number of companies are creating products that combine data with analytical capabilities. Running interactive queries on Big Data requires complex architectures to store and query data effectively, typically involving data streams, an choosing efficient file format/database and multiple independent systems that are tied together through custom-engineered pipelines. In his session at @BigDataExpo at @ThingsExpo, Tomer Levi, a senior software engineer at Intel’s Advanced Analytics gr...
When talking IoT we often focus on the devices, the sensors, the hardware itself. The new smart appliances, the new smart or self-driving cars (which are amalgamations of many ‘things’). When we are looking at the world of IoT, we should take a step back, look at the big picture. What value are these devices providing? IoT is not about the devices, it’s about the data consumed and generated. The devices are tools, mechanisms, conduits. In his session at Internet of Things at Cloud Expo | DXWor...
Everything run by electricity will eventually be connected to the Internet. Get ahead of the Internet of Things revolution. In his session at @ThingsExpo, Akvelon expert and IoT industry leader Sergey Grebnov provided an educational dive into the world of managing your home, workplace and all the devices they contain with the power of machine-based AI and intelligent Bot services for a completely streamlined experience.