NetSuite Salesforce Integration
SEAMLESSLY INTEGRATE NETSUITE AND SALESFORCE
Increase your Salesforce adoption and efficiency with LiNK NetSuite Salesforce Integration. LiNK is an easy to install and configure native application to seamlessly integrate NetSuite and Salesforce.
With customer transaction details delivered securely between Salesforce and NetSuite in real-time, sales and service users never need to leave their Salesforce environment. With LiNK sales and service reps can have a 360-view of the customer transaction detail. As a result, you will see increased sales productivity and customer satisfaction.
LiNK NetSuite Salesforce Integration
- Quick and easy implementation with pre-built integration processes to optimize Sales, Service, Community and Marketing Cloud.
- Easy to administer because it is built natively within the NetSuite and Salesforce Platforms.
- Simple, flexible and extendable NetSuite/Salesforce integration without the complexities and maintenance of middleware or iPaaS.
- Easy to implement because of a small technology footprint and your information is available through the cloud on any device.
- Allow users to work out of one system. Therefore, eliminating the risk of duplication and error.
- Data access and transformation processes are fully automated.
- Quote faster with greater accuracy with NetSuite Items and Price Levels
- Convert Salesforce Accounts, Opportunities, Quotes and Orders to NetSuite Customers and Sales Orders
- Provide users with a full view of Customers' Transaction history to grow existing customer sales
- Bi-directional Integration Points: Customers, Contacts, Sales Orders
- Integrated Transactions: Sales Orders, Invoices, Cash Sales, Credit Memos, Returns, Credit Memos, Customer Refunds, and Cash Refunds
- NetSuite Transaction PDFs (Order Acknowledgements, Invoices, Statements, etc.) attached to records as Salesforce Files
- Provide Customer Service and Support users quick and easy access to customer order and shipment tracking details and the ability to request returns and refunds from a Salesforce Case
- Quickly create Return and Refund requests from a Salesforce Case and integrate to NetSuite upon approval
- Bi-directional Integration Points: Customers, Contacts, Sales Orders, Returns, and Refunds
- Integrated Transactions: Sales Orders, Invoices, Cash Sales, Credit Memos, Returns, Credit Memos, Customer Refunds, and Cash Refunds
- NetSuite Transaction PDFs (Order Acknowledgements, Invoices, Statements, etc.) attached to records as Salesforce Files
- Provide Customers and Partners self-service capabilities through Communities with access to track and view Orders, Shipment Tracking and Invoices
- Reduce service and support time for Sales/Customer Service Representatives and Customers by allowing Customers to download Invoices and Statements
- Allow Customers to initiate Return and Refund requests through Experience Cloud and integrate to NetSuite upon approval
- Customers can lookup order status and tracking details through the Einstein AI Chatbot
- Account Engagement (Pardot) only implementations can integrate Leads for management/follow-up in NetSuite
- Generate more targeted retention marketing lists with integration of Customers, Contacts, and purchase history through Assets
