Welcome!

@CloudExpo Authors: Automic Blog, Liz McMillan, Elizabeth White, Pat Romanski, Nate Vickery

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.

@CloudExpo Stories
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.
"I focus on what we are calling CAST Highlight, which is our SaaS application portfolio analysis tool. It is an extremely lightweight tool that can integrate with pretty much any build process right now," explained Andrew Siegmund, Application Migration Specialist for CAST, 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.
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 ...
As many know, the first generation of Cloud Management Platform (CMP) solutions were designed for managing virtual infrastructure (IaaS) and traditional applications. But that's no longer enough to satisfy evolving and complex business requirements. In his session at 21st Cloud Expo, Scott Davis, Embotics CTO, explored how next-generation CMPs ensure organizations can manage cloud-native and microservice-based application architectures, while also facilitating agile DevOps methodology. He expla...
SYS-CON Events announced today that Synametrics Technologies will exhibit at SYS-CON's 22nd International Cloud Expo®, which will take place on June 5-7, 2018, at the Javits Center in New York, NY. Synametrics Technologies is a privately held company based in Plainsboro, New Jersey that has been providing solutions for the developer community since 1997. Based on the success of its initial product offerings such as WinSQL, Xeams, SynaMan and Syncrify, Synametrics continues to create and hone inn...
"Evatronix provides design services to companies that need to integrate the IoT technology in their products but they don't necessarily have the expertise, knowledge and design team to do so," explained Adam Morawiec, VP of Business Development at Evatronix, in this SYS-CON.tv interview at @ThingsExpo, held Oct 31 – Nov 2, 2017, at the Santa Clara Convention Center in Santa Clara, CA.
The dynamic nature of the cloud means that change is a constant when it comes to modern cloud-based infrastructure. Delivering modern applications to end users, therefore, is a constantly shifting challenge. Delivery automation helps IT Ops teams ensure that apps are providing an optimal end user experience over hybrid-cloud and multi-cloud environments, no matter what the current state of the infrastructure is. To employ a delivery automation strategy that reflects your business rules, making r...
The past few years have brought a sea change in the way applications are architected, developed, and consumed—increasing both the complexity of testing and the business impact of software failures. How can software testing professionals keep pace with modern application delivery, given the trends that impact both architectures (cloud, microservices, and APIs) and processes (DevOps, agile, and continuous delivery)? This is where continuous testing comes in. D
Modern software design has fundamentally changed how we manage applications, causing many to turn to containers as the new virtual machine for resource management. As container adoption grows beyond stateless applications to stateful workloads, the need for persistent storage is foundational - something customers routinely cite as a top pain point. In his session at @DevOpsSummit at 21st Cloud Expo, Bill Borsari, Head of Systems Engineering at Datera, explored how organizations can reap the bene...
In a recent survey, Sumo Logic surveyed 1,500 customers who employ cloud services such as Amazon Web Services (AWS), Microsoft Azure, and Google Cloud Platform (GCP). According to the survey, a quarter of the respondents have already deployed Docker containers and nearly as many (23 percent) are employing the AWS Lambda serverless computing framework. It’s clear: serverless is here to stay. The adoption does come with some needed changes, within both application development and operations. Tha...
Digital transformation is about embracing digital technologies into a company's culture to better connect with its customers, automate processes, create better tools, enter new markets, etc. Such a transformation requires continuous orchestration across teams and an environment based on open collaboration and daily experiments. In his session at 21st Cloud Expo, Alex Casalboni, Technical (Cloud) Evangelist at Cloud Academy, explored and discussed the most urgent unsolved challenges to achieve f...
With tough new regulations coming to Europe on data privacy in May 2018, Calligo will explain why in reality the effect is global and transforms how you consider critical data. EU GDPR fundamentally rewrites the rules for cloud, Big Data and IoT. In his session at 21st Cloud Expo, Adam Ryan, Vice President and General Manager EMEA at Calligo, examined the regulations and provided insight on how it affects technology, challenges the established rules and will usher in new levels of diligence arou...
In his general session at 21st Cloud Expo, Greg Dumas, Calligo’s Vice President and G.M. of US operations, discussed the new Global Data Protection Regulation and how Calligo can help business stay compliant in digitally globalized world. Greg Dumas is Calligo's Vice President and G.M. of US operations. Calligo is an established service provider that provides an innovative platform for trusted cloud solutions. Calligo’s customers are typically most concerned about GDPR compliance, application p...
Mobile device usage has increased exponentially during the past several years, as consumers rely on handhelds for everything from news and weather to banking and purchases. What can we expect in the next few years? The way in which we interact with our devices will fundamentally change, as businesses leverage Artificial Intelligence. We already see this taking shape as businesses leverage AI for cost savings and customer responsiveness. This trend will continue, as AI is used for more sophistica...
Smart cities have the potential to change our lives at so many levels for citizens: less pollution, reduced parking obstacles, better health, education and more energy savings. Real-time data streaming and the Internet of Things (IoT) possess the power to turn this vision into a reality. However, most organizations today are building their data infrastructure to focus solely on addressing immediate business needs vs. a platform capable of quickly adapting emerging technologies to address future ...
In his Opening Keynote at 21st Cloud Expo, John Considine, General Manager of IBM Cloud Infrastructure, led attendees through the exciting evolution of the cloud. He looked at this major disruption from the perspective of technology, business models, and what this means for enterprises of all sizes. John Considine is General Manager of Cloud Infrastructure Services at IBM. In that role he is responsible for leading IBM’s public cloud infrastructure including strategy, development, and offering m...
In his session at 21st Cloud Expo, Raju Shreewastava, founder of Big Data Trunk, provided a fun and simple way to introduce Machine Leaning to anyone and everyone. He solved a machine learning problem and demonstrated an easy way to be able to do machine learning without even coding. Raju Shreewastava is the founder of Big Data Trunk (www.BigDataTrunk.com), a Big Data Training and consulting firm with offices in the United States. He previously led the data warehouse/business intelligence and B...
Most technology leaders, contemporary and from the hardware era, are reshaping their businesses to do software. They hope to capture value from emerging technologies such as IoT, SDN, and AI. Ultimately, irrespective of the vertical, it is about deriving value from independent software applications participating in an ecosystem as one comprehensive solution. In his session at @ThingsExpo, Kausik Sridhar, founder and CTO of Pulzze Systems, discussed how given the magnitude of today's application ...
The 22nd International Cloud Expo | 1st DXWorld Expo has announced that its Call for Papers is open. Cloud Expo | DXWorld Expo, to be held June 5-7, 2018, at the Javits Center in New York, NY, brings together Cloud Computing, Digital Transformation, Big Data, Internet of Things, DevOps, Machine Learning and WebRTC to one location. With cloud computing driving a higher percentage of enterprise IT budgets every year, it becomes increasingly important to plant your flag in this fast-expanding busin...
Nordstrom is transforming the way that they do business and the cloud is the key to enabling speed and hyper personalized customer experiences. In his session at 21st Cloud Expo, Ken Schow, VP of Engineering at Nordstrom, discussed some of the key learnings and common pitfalls of large enterprises moving to the cloud. This includes strategies around choosing a cloud provider(s), architecture, and lessons learned. In addition, he covered some of the best practices for structured team migration an...