Lets sales reps manage the entire lead-to-quote or lead-to-cash process from within Salesforce Provides holistic visibility into back-office order, fulfillment, and financial operations, beyond traditional CRM Eliminates manual data re-entry and associated errors Synchronizes data within seconds—no need to wait until a batch process has completed Deploys in days (out-of-the-box version) Supports any number of custom flows or business rules, regardless of complexity Supports large transaction volumes with enterprise-strength integration Delivers 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 streamlined real-time integration between Salesforce and NetSuite, the industry’s leading enterprise Software-as-a-Service (SaaS) applications, creating a seamless lead-to-cash process.

The Celigo Connector lets you manage your business and underlying processes more effectively. Now you can create quotes or sales orders in NetSuite in real time, directly from Salesforce, and empower your sales force beyond the capabilities of traditional CRM, with expanded visibility into NetSuite order and financial data from Salesforce.

The Celigo Connector includes a multitude of features, including the following:

Synchronize Customers and Contacts

Users can create quotes and sales orders from Salesforce opportunities with the click of a button, allowing downstream organizations to act instantly and eliminating the need to "walk" information to other departments for redundant data entry. The Connector synchs up the related account and contacts from Salesforce automatically as needed.

Convert Opportunities to Quotes or Sales Orders

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.

• Quotes: Create a quote in NetSuite in real-time using the Quote button, or create multiple quotes from a single opportunity. The Connector also creates a Quote custom object in Salesforce, along with a PDF representation of the quote that is stored within the Salesforce quote, which the sales rep can email directly from Salesforce. It also supports line-item level discounts, subscription terms, and similar features.
• Sales Orders: The Sales Order button creates a sales order in NetSuite in real-time. Subsequent updates to the opportunity can also be configured to update the NetSuite Sales Order, depending on its status.

Back Office Visibility from within Salesforce

The Celigo Connector lets your sales force monitor orders as they move through fulfillment and billing. You can monitor in real time subsequent related customer financial transactions such as customer payments, credits, and refunds, and you can also access the latest account financials.

Sales reps can also monitor past-due invoices, accounts with credit holds, and the status of credit refunds. The Celigo Connector delivers this level of access out-of-the-box.

Synchronize Products and Pricing

Give your sales force the most current product and pricing information, with product and pricing updates propagated instantly from NetSuite to Salesforce. The Celigo Connector converts price levels in NetSuite into Salesforce Price Books, providing your sales force with complete pricing options. It also lets all departments use the same product catalog, ensuring smooth, precise processing of opportunities, quotes, and orders.

Other Features

Does your enterprise process renewal opportunities? Sell through partner or reseller channels? Require multi-level approvals for sales discounts? Use complex parent/child account structures? The Celigo Connector supports many of these requirements out-of-the-box, and it can be customized quickly and easily to support your specific requirements.

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 deployment through NetSuite's SuiteBundler and Salesforce.com's AppExchange
• Supports all versions of NetSuite (ERP), including OneWorld
• Supports Salesforce Professional, Enterprise, and Unlimited versions
• Central user interface within NetSuite provides complete visibility into all aspects of the integration, including record and field-level mappings.
• Facilitates communication through SSL encrypted Web services
• Powered by the Celigo Integrator—a flexible, extendable platform that is easily customizable to customer-specific needs
• 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.