Salesforce integration for NetSuite overview
Connect Salesforce and NetSuite to give finance and sales teams the best of both worlds, with all data synced in real-time. The connector automatically syncs Salesforce customers, contacts and opportunities into NetSuite while providing account and financial data visibility within Salesforce CRM -including credit limit, payment details, account balance and more.
Salesforce integration features
A streamlined, real-time integration fully managed with ongoing product updates and maintenance provided by the hands-on Annexa team.
Real-time information sharing
Remove communication barriers by allowing sales, finance and marketing teams to access essential client information in real time.
Two-way data sync
Sync all customers, products, and deals to NetSuite from Salesforce, or vice versa to offer a single view of the customer.
Boost revenue
Streamline your lead-to-cash process and accelerate cash flow with a seamless connection from Salesforce to NetSuite.
A single source of truth
Get a clear and accurate view of customer data across sales, order management, finance, and more.
Accurate sales quotes
Ensure timely and accurate sales quotes with a real-time quote management integration.
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