How Best to Integrate Salesforce with NetSuite for Your Business?
Discover why an effective NetSuite Salesforce integration is essential for accelerating cash flow, growing revenue, and controlling costs across your organization.
Stony Grunow
February 15, 2023
Are you looking for ways to sync NetSuite with Salesforce? You have come to the right place.
An effective NetSuite Salesforce integration is essential for businesses wanting to accelerate cash flow, grow revenue, and control costs. Pairing NetSuite’s powerful ERP solution with Salesforce’s industry-leading CRM helps your teams unify data across both platforms and streamline workflows.
Allowing your teams to view and access financial data natively in Salesforce is a game-changer. Financial data accessibility helps team members complete important tasks and make quick customer communication decisions.
When your Sales team can see live invoice statuses, payment history, and order details directly in Salesforce, they no longer need to chase down Finance for updates. They can act on accurate, real-time information to close deals faster and serve customers better.
The Challenge: Two Powerful Platforms, One Big Gap
NetSuite and Salesforce are both best-in-class platforms – but they serve different teams and different purposes. Finance lives in NetSuite. Sales lives in Salesforce. And the gap between them creates friction, delays, and missed opportunities.
Without a proper integration, teams resort to manual data entry, swivel-seating between systems, or relying on outdated spreadsheets. These workarounds are slow, error-prone, and unsustainable as your business scales.
The Solution: Breadwinner for NetSuite
Breadwinner for NetSuite bridges the gap between your CRM and ERP with a native Salesforce integration that replicates key NetSuite data in real-time.
With Breadwinner, your teams get:
- Real-time data sync – NetSuite invoices, sales orders, payments, and more are automatically replicated in Salesforce and kept up to date
- Two-way data flow – Create sales orders, estimates, and invoices in NetSuite directly from Salesforce without leaving the platform
- Complete visibility – See the full financial picture for every account, including invoices, payments, credit memos, and more
- Quick implementation – Get up and running in days, not weeks or months, with minimal configuration required
How It Works
Breadwinner is installed directly into your Salesforce org as a managed package. It creates replica objects that mirror your NetSuite data and keeps them in sync automatically.
Your Sales team sees live financial data on every Account and Opportunity. Your Finance team maintains full control in NetSuite. And your entire organization benefits from unified, accurate data across both platforms.
Why Choose Breadwinner?
- Lightning-fast integration with minimal manual setup
- Native Salesforce integration with ERP and Financial Systems
- Unified view of financial and operational data
- Certified by Salesforce, and featured on AppExchange
Book some time with our team to discuss how Breadwinner for NetSuite can create value for your business.