When businesses plan on migrating data from NetSuite to Salesforce, they should know many of the ins and outs first. Whether working on the migration independently, with out-of-the box integration solutions like Breadwinner, or other service and product providers, these five considerations help ensure that businesses select the right solution.
1. Inform and Engage Project Stakeholders from the Get-Go
NetSuite and Salesforce integration offers several mission-critical benefits to project stakeholders. Therefore, businesses should identify and reach out to project stakeholders before exploring migration options. They also should keep in mind that project stakeholders often comprise of staff beyond IT teams.
Finance and sales teams also use the software, so they may be able to provide specific recommendations on features and functionality that will save companies time and money. Additionally, including the right people will improve the chances that the solution represents the best overall fit for the business—a powerful strategy for NetSuite and Salesforce integration.
2. Mapping the Differences Between NetSuite and Salesforce
When migrating CRM data from NetSuite to Salesforce, be careful to note that the mapping fields do not match across NetSuite to Salesforce. Therefore, businesses that use NetSuite for both CRM and Accounting purposes should know about the following core areas with mapping differences:
- Businesses and people. Companies and Contacts vs. Accounts and Contacts – plus “Person Accounts”
- Sales data. Opportunities, Quotes, Orders vs. Opportunities, Estimates, Sales Orders, and Invoices
- Products and prices. Price Books and Products vs. Price Levels
For example, NetSuite and Salesforce use similar structures for businesses and people, including similar object mapping for Salesforce “Person Accounts” that remain in NetSuite as companies flagged as “Is Person.” However, in this scope, Salesforce has “Leads,” but NetSuite does not.
There may be other mapping differences based on how businesses structured each of these areas (Businesses and People, Sales, Products and Prices), depending on the original infrastructure set up for NetSuite and Salesforce. To learn more, ask about mapping differences during demos or consultation conversations with potential partners.
3. Schedule NetSuite and Salesforce Demos
Before selecting an integration partner, businesses should participate in a product demo. Viewing product demos before committing to one or more NetSuite and Salesforce software integration partners can bring them peace of mind.
Several options exist to schedule a NetSuite and Salesforce demo. Software product companies like Aprika and Salesbolt allow businesses to request a demo to learn more about how their product integrates with Salesforce. Distribution Engine provides a link on their website that allows anyone to watch a demo at their convenience.
4. Salesforce Consultants Can Be a Big Plus
When mapping out potential companies for NetSuite and Salesforce integration, remember that working with a Salesforce consultant offers some great benefits. Some companies like Plative provide both Salesforce and NetSuite Consulting services.
Additionally, some service providers like Cloud Trailz work expertly with small businesses. For instance, Cloud Trailz allows prospective clients to book a 30-minute call (https://calendly.com/cloudtrailz/30-min), so they can see if the partnership presents a match — another creative strategy for businesses using NetSuite and Salesforce.
5. Keep a List of Key Features and Functionality
Project stakeholders that explore various options can become overloaded by the volume of features and functionalities offered by Salesforce and NetSuite partners. While Salesforce and NetSuite partners like Breadwinner (https://breadwinner.com/netsuite-salesforce/) and Plative make it easy by providing Salesforce solution reference pages on their websites, project stakeholders should independently track the benefits and downsides of features and functionality for each partner.
Create a living, shared document that captures post-demo findings using trial versions and reviewing website reference pages. Keeping a list like this offers a powerful strategy for businesses researching NetSuite and Salesforce integration.