Fully automated update of customers and products. Convert Salesforce Opportunities to NetSuite Sales Orders with the push of a button. Holistic view of the entire customer relationship from within Salesforce, including visibility into back-office fulfillment and financial operations, beyond traditional CRM. Manual data re-entry and associated errors are eliminated. Central user interface within NetSuite provides complete visibility into all aspects of the integration. Flexible and extendable integration platform that is easily customizable to customer-specific needs. Enterprise-strength integration which supports large transaction volumes. Uninterrupted service through a SaaS subscription model.

Customers can use Celigo's solution to bring the benefits of SaaS deeper into the back office and enable them to manage their businesses more effectively from Salesforce CRM. Clarence So, Chief Marketing Officer salesforce.com

The Celigo Salesforce-NetSuite Connector provides a streamlined, real-time integration between Salesforce and NetSuite, the industry’s leading enterprise Software-as-a-Service (SaaS) applications, to create a seamless lead-to-cash process and enhanced customer relationship management (CRM) system.

Using the Celigo Connector, your company will be able to create quotes or sales orders in NetSuite in real time, directly from Salesforce. The expanded visibility into NetSuite data from Salesforce allows you to manage your business more effectively and empowers your sales force beyond the capabilities of traditional CRM while still enabling your team to work flexibly and independently.

Using the Salesforce-NetSuite Connector, your sales force will be able to focus on selling and closing deals more quickly and with greater ease. By eliminating data re-entry and providing front office visibility into the back office, Celigo’s Connector increases productivity and efficiency.

Sync Customers

When an account is created or updated in Salesforce, the information is automatically sent from Salesforce to NetSuite, enabling downstream organizations to use the latest customer information.

Sync Products and Pricing

Product and pricing updates are propagated instantly from NetSuite to Salesforce, providing the sales force with the most current and accurate product and pricing information. Price levels in NetSuite are converted into Salesforce Price Books, providing the sales force with several pricing options.

• Instantaneous: Updates are made in real time, so the sales force always has the most up-to-date information and can use the latest product and pricing changes the moment they are issued.
• Consistency: Product and pricing information comes from the same system for all departments to use, ensuring smooth and precise processing of opportunities, estimates, and orders.

Convert Opportunities to Estimates or Sales Orders

Estimates or sales orders can be created from Salesforce opportunities with the click of a button, enabling downstream organizations to act instantly on orders and eliminating the need to copy, print, or otherwise "walk" information to another department for data re-entry.

• Sales Orders: The Create Sales Order button initiates an automated process that accurately creates a sales order in NetSuite using the Opportunity and Line Item information from Salesforce. Subsequent updates to the Opportunity can also be configured to update the NetSuite Sales Order - depending on its status.
• Estimates: The Create Estimate button initiates an automated process that creates an accurate estimate in NetSuite using the Opportunity and Line Item information from Salesforce. Multiple estimates can be created from a single opportunity.

Back Office Visibility from within Salesforce

Using the Celigo Salesforce-NetSuite Connector, the sales force will be able to monitor the processing details of an order as it moves through fulfillment and billing. Subsequent, related customer financial transactions, such as credits and refunds, can be monitored in real time, and the latest account financials are also accessible.

This extended visibility from Salesforce into NetSuite enables the sales force to better manage the entire customer relationship, beyond the original sale and increase profitability, customer satisfaction and customer retention.

When the following transactions are created, updated, or deleted in NetSuite, they are instantaneously updated in Salesforce:

• Estimates: Updated in Salesforce as custom quote objects that can be easily viewed from the Account or Opportunity pages.
• Sales Orders: Updated in Salesforce as custom sales order objects that can easily be viewed from the Account or Opportunity pages.
• NetSuite Financials: Transactions such as Invoices, Payments, Cash Sales, Credit Memos, and Customer Refunds, are synched back to Salesforce as custom financial objects that can easily be viewed from the Account page.

The business objects and data fields between NetSuite and Salesforce are mapped through a graphical user interface, which is implemented directly within NetSuite.

All NetSuite record types supported through the SuiteTalk interface are fully supported, as is the ability to map custom fields, hierarchical data types and other objects.  This interface enables business users to make changes to the integration without the help of a programmer. For example, if a new custom field is added to the sales order record type in NetSuite, it can then easily be mapped to a field in the corresponding Salesforce Opportunity record type from within the user interface.

The Connector includes mappings between Salesforce and the most common NetSuite record types: 

• Account/Customer
• Contact
• Estimate/Quote
• Sales Order
• Invoice
• Customer Payment
• Credit Memo
• Customer Refund
• Cash Sale
• Cash Refund
• Customer Deposit
• Item types

The Connector can also be extended to meet more sophisticated customer requirements.  Each out of the box mapping is configurable, and the platform supports any NetSuite record type, hierarchical data type, custom record type or field, and other object exposed through the NetSuite SuiteTalk interface.

Integration activity is logged directly inside NetSuite with the ability to specify summary or detailed logging. The
detailed logging occurs at the record level, and includes the ability to click through from the summary. A custom dashboard with portlets, KPIs, meters, and graphs are installed out-of-the-box.

Preconfigured alerts are provided through the standard NetSuite alert functionality. With a few clicks, administrators can configure the alerts to suit the needs of their enterprise.

Celigo offers the Salesforce-NetSuite Connector as a Integration as a Service product. Hosting the solution on world-class infrastructure, Celigo monitors and supports this Connector to ensure that it runs uninterrupted. This includes ensuring that the integration is always compatible with the current versions of NetSuite and Salesforce. When these SaaS applications release new versions, the Connector is proactively updated (if needed) and any problems are addressed. Updates also occur immediately upon discovery of a problem, regardless of whether it is part of a new Salesforce or NetSuite release or not.

Additionally, the subscription entitles you to receive the latest version of the connector automatically, as soon as it becomes available, ensuring that you benefit from new features and improvements.

With a few simple configuration changes, the Salesforce-NetSuite Connector can also be installed to run On-Premise on your own servers.

• Seamless out-of-the-box deployment through NetSuite's SuiteBundler and Salesforce.com's AppExchange technologies
• Fully customizable user interface for managing the integration
• Communication is facilitated through SSL encrypted web services
• Automated updates and patches are made available transparently
• Powered by the Celigo Integrator
• Certified and available on the AppExchange

The Celigo Salesforce-NetSuite Connector is available as a $500/month subscription with a one-time setup and configuration fee. Please contact us for a demo.

A low priced value version is also available for Salesforce Professional Edition customers without access to Product Catalogs and Price Books.