Integrating NetSuite SuiteBilling and Salesforce streamlines billing and sales processes. Key benefits include:
- Automated invoicing and payment tracking in NetSuite, integrated with sales lead and opportunity management in Salesforce. Eliminates manual data entry across multiple systems.
- Unified customer view combining billing history and sales data provides insights into customer behavior and informs sales and marketing strategies.
- Accurate, up-to-date synchronized data is essential. Regularly sync data across both systems and validate accuracy.
- Leverage respective system strengths. Use Salesforce to manage customer information and NetSuite for billing and financials.
- Customize integration to meet business needs. Connect relevant data points across the two systems to streamline end-to-end processes.
An integrated NetSuite-Salesforce solution gives technical leaders the automated workflows and full customer visibility needed to optimize billing operations, sales management and strategic decision making. Following integration best practices tailored to the organization’s requirements unlocks maximum value. Tight coupling of these powerful platforms drives process efficiency, customer insights and informed strategy development.
Pandaflow supports the following workflows :
Sync NetSuite subscriptions to Salesforce subscriptions
This workflow will sync NetSuite subscriptions to Salesforce Subscriptions custom objects. This will ensure that the subscription information in both systems is up-to-date and accurate. This workflow can run on a scheduled basis.
Salesforce Opportunities to NetSuite Sales orders or NetSuite Invoice
This workflow will sync Salesforce Opportunities and will create NetSuite customers, billing accounts, subscriptions, and sales orders. This can also create invoices in NetSuite for the customer. This workflow can help streamline creating new customers and orders in NetSuite while ensuring that all relevant information is being captured from Salesforce.
Salesforce opportunities (for existing subscription) to NetSuite Subscriptions and Sales Orders for Add item/s
This workflow will sync Salesforce opportunities that already have a subscription and use it to create new subscriptions and sales orders in NetSuite for additional items. This can be useful when a customer wants to add more items to their existing subscription and can help ensure that the correct information is captured in NetSuite.
Salesforce Orders to NetSuite customers, Billing Accounts, Subscriptions, and Sales Orders
The workflow will sync and use Salesforce orders to create new customers, billing accounts, subscriptions, and sales orders in NetSuite. If you use CPQ and Orders, this info will be passed on from Salesforce Orders to NetSuite Invoice pr Sales Orders. This can help streamline the process of automating creating new orders in NetSuite, while also ensuring that all relevant information is being captured from Salesforce.
Salesforce Quotes to NetSuite Customers, Billing Accounts, Subscriptions, and Sales Orders.
This workflow Syncs Salesforce quotes and creates customers, billing accounts, subscriptions, and sales orders in NetSuite.
Salesforce Subscriptions to NetSuite Subscriptions and Sales Orders for Add item
This workflow syncs Salesforce subscriptions (in a custom record) and using it to create new subscriptions and sales orders in NetSuite for additional items.
NetSuite Subscription change orders to Salesforce Subscription Change orders
This workflow will sync NetSuite subscription change orders and using it to create Salesforce subscription change orders (in a custom record). This can help to ensure that all relevant information is being captured in Salesforce, while also streamlining the process of creating new change orders in Salesforce.
Salesforce subscriptions (a custom record) to NetSuite subscription change orders for price/quantity
This workflow syncs Salesforce subscriptions (in a custom record) and using it to create new subscription change orders in NetSuite for price and quantity updates. This can help to ensure that the correct information is being captured in NetSuite and that all relevant information is being captured from Salesforce.
Salesforce Billing Accounts to NetSuite billing accounts
This workflow syncs Salesforce Accounts and using it to create new billing accounts in NetSuite. This can help to ensure that the correct information is being captured in NetSuite and that all relevant information is being captured from Salesforce.
