Picture this: you’re on the verge of closing a major sales deal—success is within reach. But then everything grinds to a halt. Manual data entry, delayed billing, and a lack of visibility turn a sure win into a frustrating setback. For businesses that haven’t integrated NetSuite and Salesforce, this scenario is all too common.

The solution? Connecting your systems and automating your lead-to-cash process from end to end. ​​However, integrating Salesforce and NetSuite can be complex without the right tools. That’s where Celigo’s Integration Platform as a Service (iPaaS) comes in. Celigo simplifies the integration process, enabling businesses to accelerate lead-to-cash workflows with enhanced accuracy and real-time visibility. Learn how Celigo has helped thousands of NetSuite customers achieve these results in our on-demand webinar, “The Ins and Outs of Integrating NetSuite and Salesforce.” 

Here’s a sneak peek of the key topics we covered:

The challenge of siloed systems

The lead-to-cash process can be complex, especially when it spans multiple systems and teams. One of the most significant challenges of this process is managing Salesforce and NetSuite effectively.

These platforms each handle critical parts of the lead-to-cash workflow. Salesforce typically helps sales teams manage opportunities, quotes, and contracts at the beginning of the process, while NetSuite handles financial operations like orders, billing, and fulfillment at the end. However, these systems often operate in silos, leading to inefficiencies such as:

• Fragmented processes: Sales and finance teams rely on separate tools, causing delays and miscommunication.
• Manual data entry: Without integration, data must be reentered manually across systems, increasing the risk of errors.
• Lack of real-time insights: Teams don’t have a unified view of customer and transaction data, hindering decision-making.

These challenges are compounded by differing priorities: sales teams need fast response times and visibility into the customer journey, while finance teams prioritize accuracy, forecasting, and timely revenue recognition. Bridging this gap is essential to eliminating inefficiencies and accelerating your lead-to-cash process.

Unlock business value with NetSuite and Salesforce

Integrating Salesforce and NetSuite allows you to automatically sync key data like customers, orders, quotes, invoices, inventory, and products or items between systems, creating a seamless flow of information. Let’s explore how this integration can deliver value for your business:

• Streamlined quote management: Automate the transfer of quotes from Salesforce to NetSuite, simplifying the creation of sales orders and invoices.
• Accurate revenue recognition: Synchronize data to ensure financial reports are reliable and compliant with accounting standards.
• Customer data synchronization: Keep customer records up to date across both platforms, while eliminating duplication and ensuring consistent communication.

These automations allow businesses to reduce errors, improve collaboration between sales and finance teams, and deliver a better customer experience.

The Celigo approach

To maximize these benefits and ensure your team gets the most value from integration, Celigo offers a structured and scalable solution for Salesforce-NetSuite integration. Our platform is built to adapt to the growing complexities of the lead-to-cash process, providing a future-ready approach. We offer several tools to accomplish this, including:

• Integration Apps: Prebuilt applications that cover common use cases right out of the box
• Integration Templates: Fully customizable prebuilt flows
• Integration Platform: A low-code platform with complete customizability within a unified interface

With these features, both business and IT teams can manage integrations seamlessly and at scale—all from a single platform that evolves alongside your business. These capabilities, combined with our hundreds of prebuilt NetSuite integrations, have made Celigo the go-to solution for NetSuite users.

See firsthand how Celigo integrates Salesforce and NetSuite. 

Transform your lead-to-cash process

Integrating NetSuite and Salesforce is a necessity for businesses looking to streamline their lead-to-cash processes. By automating key workflows and ensuring real-time visibility into operations, companies can reduce inefficiencies, improve cash flow, and enhance customer satisfaction. 

See for yourself how Celigo can transform your workflows. Watch “The Ins and Outs of Integrating NetSuite and Salesforce” today.