It is not uncommon for NetSuite and Salesforce users to work with conflicting sets of data. The two operational areas can eventually fall out of sync because of recording errors, process disconnects, conceptual inconsistencies, and other flaws and inefficiencies associated with keeping CRM and ERP separate. In some organizations, apps and customizations created by NetSuite and Salesforce managers for their versatile, extensible solutions may deliver valuable functionality to users but also complicate the technology environment.
Before we integrate NetSuite and Salesforce, we review these process mismatches with our clients and define more efficient ways to enable users, or there is a risk that the technology environment will become more complex and harder to manage. As one important step, we help companies cleanse their data and perform quality assurance to verify that the information is accurate and consistent—before we pursue the integration.
CLOSING PROCESS GAPS
We encourage clients to identify the reasons why data in CRM and ERP diverged. These could be timing issues: a transaction is recorded in Salesforce first, and NetSuite later. Sometimes, business practices may not fully align. For instance, the definition of a customer may not be the same in NetSuite and Salesforce. Before we integrate the two solutions and deliver a single, connected system of record and engagement, we need to bridge process disconnects and address inefficiencies that may be impacting operations. Not doing so would be irresponsible on our part, as we would be contributing to worsening inefficiencies and increasing operational costs.
Depending on our findings and clients’ preferences, this can take the form of a Sikich Business Process Alignment (BPA) or become a smaller, more tactical effort. The advantage of a BPA is that you can draw on the organizational change management expertise of the Sikich team to refine workflows and process handoffs. That may also involve updating accountabilities and challenging people to think creatively about their roles.
MANAGING FOR THE RIGHT KIND OF CHANGE
Our consultants have the empathy and industry expertise to make change management painless and productive. We know how to assist you in obtaining buy-in from all stakeholders and bringing about organizational and cultural alignments, without which the value of the integration will be limited. We can also help business stakeholders negotiate and collaborate with IT when, as sometimes happens, the IT group has not previously been involved with Salesforce.
Want to learn more about how a NetSuite and Salesforce integration can align your organization’s data and processes? Check out our free ebook, Integrating NetSuite and Salesforce Is Great for the Health of Your Business. If you’re ready to get started, please contact one of our experts at any time!