Oracle Netsuite to Salesforce Connector Interactive Demo

Oracle NetSuite to Salesforce Connector Interactive demo

Let’s discover how Salesforce is automatically synchronized with NetSuite for immediate visibility into contact, opportunity, and order data for:

Faster time to cash Better operational e!ciency Reduced duplicate data entry errors Improved compliance and reporting accuracy Flexible support for custom "elds Extensible to other applications with Oracle Integration

Try it now

Key di"erentiators: Why Oracle NetSuite for integration?

#1 Be!er data security: Eliminate concerns associated with third-party integration providers that pull your data outside the Salesforce-NetSuite ecosystem

Key di"erentiators: Why Oracle NetSuite for integration?

#1 Be!er data security: Eliminate concerns associated with third-party integration providers that pull your data outside the Salesforce-NetSuite ecosystem

#2 Trusted NetSuite experts: Built by Oracle NetSuite —no one knows NetSuite be!er than we do

#3 Gartner iPaaS Leader: Oracle NetSuite is a consistent leader in the Gartner Magic Quadrant for integration platform as a service

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Contact Sales © 2020 Oracle Terms of Use and Privacy Cookie Preferences Ad Choices I’ll demonstrate how this connector pushes all necessary NetSuite data into Salesforce instead of having to wait for email or phone replies from my !nance manager.

And it’s bi-directional. Changes in either Salesforce or NetSuite are instantly updated in the other application.

Great, let’s go! Try it for yourself Salesforce sales rep NetSuite !nance by selecting “Continue”.

Continue

We have a new “Opportunity” in Salesforce. Let’s see how it advances, and how data !ows to NetSuite and back to Salesforce.

Click “New”

Type in any Opportunity Name you like “(For example: 5G Bundle).”

Then hit “Enter” to con!rm

5G Bundle

New Customer

Phone Inquiry

Select “Value Proposition”

5G Bundle

Value Proposition

New Customer

Phone Inquiry

Click “Save”

5G Bundle Opportunity was created.

5G Bundle

Value Proposition

5G Bundle

Value Proposition Next, add products for this Opportunity.

5G Bundle

Value Proposition

Thanks to price book integration, easily con!rm Standard.

5G Bundle

Value Proposition

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Add a product to your Opportunity.

5G Bundle

Value Proposition

Finish adding the Product.

ITM-19770 ONS-ITB-EEFS

5G Bundle 1 ﬁle was added to the Opportunity.

5G Bundle

Value Proposition

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347DD2 Salesforce sales rep: No more emailing quotes, POs, SLAs, or other documents. A!ach directly in Salesforce and they appear in NetSuite.

Continue

5G Bundle

Value Proposition

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And now the magic starts. Set Opportunity to “Closed”

5G Bundle

Closed

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Click “Select Closed Stage”

5G Bundle

Closed

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Let’s ﬁnalize the close

5G Bundle Stage changed successfully.

5G Bundle

Closed Won

ITM-19770 And now the integration kicks in Continue

5G Bundle

Closed Won

ITM-19770 Let’s see more information

5G Bundle

5G Bundle Salesforce sales rep:

Closed Won All relevant Salesforce opportunity data has been sentITM-19770 to NetSuite, and NetSuite sales order data has also been pushed back into Salesforce.

5G Bundle

Key di!erentiator #1: Be"er data security Data never left the Oracle NetSuite + Salesforce ecosystem, eliminating security concerns of sharing customer data with external third-party integration vendors.

Continue

Let’s see5G Bundle how the Salesforce opportunity was converted into a NetSuite order by 5G Bundle switching over to NetSuite. Closed Won

Click NetSuite tab ITM-19770

5G Bundle

The “Reminder” to the left shows there’s an order to approve.

Click Search to ﬁnd it

Select order to locate

Here we see the order pricing and details.

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Next, let’s see more Salesforce information automatically pulled into NetSuite.

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NetSuite !nance: Now !nance professionals can easily speak sales rep language with Salesforce Opportunity and Order IDs in NetSuite, eliminating emails and phone calls.

Open Activities tab

The Connector has conveniently imported the quote PDF from Salesforce into NetSuite, so !nance teams can access them directly.

Key di!erentiator #2: Trusted NetSuite experts Since the Connector is built by Oracle NetSuite, !le version mismatch concerns are minimized.

Continue

Now, let’s fulﬁll the order

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NetSuite !nance: Behind the scenes, the Connector pushed NetSuite data to Salesforce, so sales reps no longer need to request status updates.

Let’s bill the customer

Then, accept the payment

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The Connector supports both “Partial” and “Complete” payments.

Let’s complete the payment

NetSuite !nance: Great news––all useful data for Sales was instantly sent back to Salesforce.

Click Salesforce tab

5G Bundle

Closed Won Click Order 00000301 to see details

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5G Bundle

All the NetSuite order details are right here in Salesforce.

5G Bundle

And here we see from inside Salesforce that NetSuite set the Transaction Status to “Paid In Full.”

5G Bundle

Sales can stay up-to-date on customer !nancial data without emailing !nance. 5G Bundle Click to load

All the details from NetSuite are at your !ngertips in Salesforce.

Key di!erentiator #3: Gartner[CUSTOM iPaaS NAME] Leader Oracle NetSuite is a consistent leader in the Gartner Magic Quadrant for integration platform as a service.

Finish

You’ve seen how Oracle NetSuite to Salesforce Connector automatically synchronizes Salesforce with NetSuite. Now, experience these Key Di"erentiators for yourself and discover what’s next:

#1 Be!er data security: Eliminate concerns associated with third-party integration providers that pull your data outside the Salesforce-NetSuite ecosystem

#2 Trusted NetSuite experts: Built by Oracle NetSuite —no one knows NetSuite be!er than we do

#3 Gartner iPaaS Leader: Oracle NetSuite is a consistent leader in the Gartner Magic Quadrant for integration platform as a service

Learn more