Celigo Salesforce Integration App

Complete Salesforce and NetSuite Integration

Celigo offers the most comprehensive support for integration requirements between NetSuite and Salesforce in this prebuilt, fully managed application that includes autonomous error handling, access to NetSuite saved search functionality, and other advanced capabilities. 

 

Used by over 1000 customers, Celigo's integration app empowers companies to leverage NetSuite’s ERP capabilities while using Salesforce CRM to manage sales pipelines all without adding manual data entry or creating process bottlenecks. Finance teams can manage orders, billing, products, contracts, and subscriptions in NetSuite while Sales can create and manage quotes and opportunities in Salesforce resulting in accurate reporting, improved decision-making, and better customer experiences.

Key Benefits

• Unparalleled NetSuite feature set: With complete access to NetSuite’s Saved Search functionality, dynamic lookups, real-time triggers for events, and concurrency controls, Celigo has the most technologically advanced interface with NetSuite of any integration platform.

 

• Faster response times to prospect and customer inquiries with the ability for Sales teams to view invoices, payments, balances, and credit limits from Salesforce independently of Finance.

 

• Streamline operations with a single, easy to configure UI that can be shared across departments and includes error management and support.

 

• Improved decision making and forecasting with product listing, pricing and subscription data that stays accurate from automatic synchronization.

 

• Faster revenue recognition and quicker billing turn around as a result of Salesforce won opportunities immediately creating sales orders in NetSuite.

 

• Collaboration with control that enables business teams to automate faster while IT governs connectivity, access, and deployment standards without compromising data quality or governance standards.  

 

• Predictable and transparent pricing with no added cost for seasonal spikes, growth, or the number of users.

Customer Quote

Getting up and running with a platform that’s got pre-built integrations is much nicer than all of the other platforms I’ve used.... a massive advantage to any business.

- Jason Ross - CIO, GetBusy

Streamline lead-to-cash processes with prebuilt workflows

The Salesforce to NetSuite Integration App automatically syncs data between the two systems, removing the need for manual entry. Gain better visibility into your sales processes, fulfillment information, inventory status, and financial data while guaranteeing data accuracy. Includes support for NetSuite OneWorld, Contract Renewals, Multi Subsidiary, Multi Currency, SuiteBilling and Team Selling. 

• Opportunities and Sales Orders. Sync Salesforce opportunities to NetSuite sales orders or projects, with an option to sync NetSuite sales orders to Salesforce orders or opportunities for a unified view of your opportunities between both systems.  

 

• Accounts, Customers, Contacts. Update Salesforce accounts, NetSuite customers, and contacts between both applications, reducing the amount of manual data input to keep your customer information accurate.  

 

• Order Fulfillment. Celigo creates and updates a custom Salesforce fulfillment record whenever a sales order is fulfilled in NetSuite, helping you keep your order records accurate and easily visible.

 

• Customer Financials. Salesforce users can view invoices, payment, deposits, cash sales, refunds, and other NetSuite transactions directly in Salesforce, enabling visibility into your customers in real time. 

 

• Items and Products. Manage items and products in NetSuite or Salesforce, automatically pushing updates to the other application. Celigo makes it easier to keep your item and product information current, preventing customer escalations due to wrong information while saving your team time from manually updating every product.