01

Lead-to-Cash Acceleration

Automate the full lead-to-cash cycle by syncing Salesforce leads, opportunities, and quotes with NetSuite’s sales orders and billing processes. Say goodbye to delays between sales and finance.

02

Quote Configuration & Sync (CPQ Integration)

Integrate Salesforce CPQ with NetSuite to transfer complex product configurations, pricing rules, and custom bundles into your ERP in real time.

03

Sales Intelligence Sharing

Push key NetSuite financial data (e.g., payment history, credit limits, overdue invoices) back into Salesforce to give sales teams a 360° view of every account.

04

Service-to-Sales Feedback Loop

For service-based businesses, sync Salesforce Service Cloud cases and customer satisfaction scores with NetSuite projects or support records

05

Role-Based Data Access

Define and restrict what data is shared between platforms based on user roles or departments. For example, only share financial summaries with sales, not detailed costs.

06

Unified Inventory & Order Status Sync

Keep Salesforce users updated with real-time product availability, warehouse status, and order shipping updates directly from NetSuite.

07

Forecast Accuracy with Real-Time Data Enrichment

Automatically update sales forecasts in Salesforce with actuals and changes pulled from NetSuite revenue schedules, invoice status, or project progress.

07

Modular, Phased Integration Approach

We don’t believe in “one-size-fits-all.” Our phased rollout starts with critical workflows (like quote-to-order) and expands to others based on your business priority.