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Improving Processes With NetSuite and Salesforce Integration

Sikich

Sep 24 2020

3 min read

In our last post, we made a case for why integrating NetSuite and Salesforce together is better than running them as two disparate systems. While there’s a great case for visibility and efficiency, let’s further look into how that visibility connects and aligns processes between the two.

ALIGNING DATA, CONNECTING PROCESSES

It is not uncommon for NetSuite and Salesforce users to work with conflicting sets of data. Because of recording errors, process disconnects, conceptual inconsistencies, and other flaws and inefficiencies associated with keeping CRM and ERP separate, the two operational areas can eventually fall out of sync. In some organizations, apps and customizations created by NetSuite and Salesforce managers for their versatile, extensible solutions may deliver valuable functionality to users, but also complicate the technology environment.

Before we integrate NetSuite and Salesforce, we review these process mismatches with our clients and define more efficient ways to enable users, or there is a risk that the technology environment will become more complex and harder to manage. As one important step, we help companies cleanse their data and perform quality assurance to verify that information is accurate and consistent—before we pursue the integration.

CLOSING PROCESS GAPS

We encourage clients to identify the reasons why data in CRM and ERP diverged. These could be timing issues: a transaction is recorded in Salesforce first, and in NetSuite later. Sometimes, business practices may not fully align. For instance, the definition of a customer may not be the same in NetSuite and Salesforce. Before we integrate the two solutions and deliver a single, connected system of record and engagement, we need to bridge process disconnects and address inefficiencies that may be impacting operations. Not doing so would be irresponsible on our part, because we would contribute to worsening inefficiencies and
increasing operational costs.

Depending on our findings and clients’ preferences, this can take the form of a Sikich Business Process Alignment (BPA) or become a smaller, more tactical effort. The advantage of a BPA is that you can draw on the organizational change management expertise of the Sikich team to refine workflows and process hand-offs. That may also involve updating accountabilities and challenging people to think creatively about their roles.

MANAGING FOR THE RIGHT KIND OF CHANGE

Our consultants have the empathy and industry expertise to make change management painless and productive. We know how to assist you in obtaining buy-in from all stakeholders and bringing about the organizational and cultural alignments without which the value of the integration will be limited. We also can help business stakeholders negotiate and collaborate with IT when, as sometimes happens, the IT group has not previously been involved with Salesforce.

Have any questions about how you can make your NetSuite and Salesforce processes align? Please contact one of our experts!

This publication contains general information only and Sikich is not, by means of this publication, rendering accounting, business, financial, investment, legal, tax, or any other professional advice or services. This publication is not a substitute for such professional advice or services, nor should you use it as a basis for any decision, action or omission that may affect you or your business. Before making any decision, taking any action or omitting an action that may affect you or your business, you should consult a qualified professional advisor. In addition, this publication may contain certain content generated by an artificial intelligence (AI) language model. You acknowledge that Sikich shall not be responsible for any loss sustained by you or any person who relies on this publication.

About the Author

Sikich

Sikich is a global company specializing in technology-enabled professional services. With more than 1,900 employees, Sikich draws on a diverse portfolio of technology solutions to deliver transformative digital strategies and is comprised of one of the largest CPA firms in the United States. From corporations and not-for-profits to state and local governments and federal agencies, Sikich clients utilize a broad spectrum of services* and products to help them improve performance and achieve long-term, strategic goals. *Securities offered through Sikich Corporate Finance LLC, member FINRA/SIPC. Investment advisory services offered through Sikich Financial, an SEC Registered Investment Advisor. 