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NetScore WMS Mobile for NetSuite

Celigo Salesforce Integration App

Status: Unverified

Let your Finance team use NetSuite ERP and your Sales team use Salesforce to manage their pipelines – without creating bottlenecks or manual data entry – with Celigo’s Salesforce Integration App for NetSuite. Built on Celigo’s integration iPaaS platform, integrator.io, Integration Apps offers a prebuilt, fully managed integration with advanced capabilities to install, configure, monitor, and manage the integration without IT support or additional development.

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Description

Complete Salesforce and NetSuite Integration

Celigo empowers companies to leverage NetSuite’s ERP capabilities while taking advantage of Salesforce to manage sales pipelines–without adding manual data entry or creating process bottlenecks. Finance teams can manage orders, billing, products, contracts, and subscriptions in NetSuite while Sales can create and manage quotes and opportunities in Salesforce.

Offering the most comprehensive support of NetSuite to Salesforce integration requirements, Celigo’s Salesforce Integration App for NetSuite is the premium integration that is prebuilt, fully managed, and with advanced capabilities.

Key Benefits

  • Recognize revenues faster with streamlined lead-to-cash processes and real-time visibility into quotes and bookings
  • Provide unified, 360 view of customers across sales, order management, finance, and other teams
  • Achieve fast time-to-value with prebuilt, out-of-the-box integration that does not require IT support
  • Minimize ongoing costs with continuous upgrades, maintenance, and support provided by the experts at Celigo

Customer Quote

Celigo was instrumental in helping us fully automate our order-to-cash process. Automating our transactions from Salesforce prevented us from having to hire an additional five full time employees. Reducing the need for paper processing has even allowed us to seamlessly transition to a work-from home policy.

– Dave Witty, Director of Financial Systems, ZoomInfo

Key Features

  • Automatically create NetSuite Sales Orders whenever a Salesforce Opportunity is in closed-won stage
  • Create a NetSuite estimate based on a quote in Salesforce that is updated with applicable shipping, handling, and tax amounts
  • Make customer financials from NetSuite (e.g., invoices, payments, credit memos, refunds, balances) available in Salesforce
  • Synchronize customers and contacts between Salesforce and NetSuite Make latest NetSuite items and price levels available in Salesforce
  • Advanced feature support: e-signature, channel sales, team selling, subsidiaries, taxes, multi-currencies, and more
FEATURES

Connect Front-Office Salesforce to Back-Office NetSuite

  • Automatically create and update sales orders in NetSuite based on Salesforce opportunities
  • Create and update sales quotes in Salesforce based on real-time quote information in NetSuite
  • Provide back-office visibility in Salesforce, including payment, credit memo, credit limit, account balance and more.

Synchronize Customer, Product, and Pricing

  • Ensure account, customer, and contact information is synchronized between Salesforce and NetSuite, including parent/child relationships
  • Automatically update Salesforce with changes in product and pricing in NetSuite
  • Convert NetSuite price levels into Salesforce Price Books

Configuration and Setup Options

  • Quickly and easily map fields using interfaces that replicate NetSuite and Salesforce data entry pages
  • Configure when data sync will be triggered (e.g., upon creation, on click, opportunity stage, or other parameters)
  • Leverage advanced capabilities such as team selling, channel partners, subsidiaries, multi-currencies, tax, and more

Out-of-the-Box

  • Install and configure prebuilt integrations without IT resources or additional development
  • Seamlessly integrate e-signature add-ons for DocuSign or Adobe Sign
  • Sync NetSuite contract to Salesforce contract with the NetSuite Contract Renewal module
  • Sync subscriptions with the NetSuite SuiteBilling Add-on

Management and Monitoring

  • Gain full visibility into integrations and error details for easy troubleshooting
  • Easily manage and update integration settings and data mappings
  • Enable email alerts when connections go offline or data flows are interrupted
  • Receive automatic upgrades, maintenance, and support from the integration experts at Celigo