SugarCRM NetSuite Integration

SugarCRM NetSuite Integration

Are you looking for a cost-effective SugarCRM NetSuite integration solution to include SugarCRM users in workflow processes that start outside of SugarCRM? Or are you looking to improve sales team performance and drive company revenue?

Codeless Platforms' NetSuite SugarCRM integration solution for Sugar Professional and Enterprise editions provides organisations with the ability to integrate NetSuite with SugarCRM to automatically read and write data to and from each business system.

BPA Platform is an iPaaS Platform that enables cloud-based, on-premises systems and cloud-to-cloud applications to talk to each other, enabling seamless system integration and business process automation capabilities. BPA Platform provides you with a user-friendly graphical interface, enabling you to map business data into NetSuite and Sugar CRM objects to facilitate seamless data integration.

SugarCRM NetSuite Integration Brochure

Discover the benefits of integrating NetSuite with SugarCRM and automating the transfer of data between them.

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SugarCRM NetSuite Integration Scenarios and Benefits

NetSuite SugarCRM Integration Overview

Codeless Platforms’ drag and drop NetSuite SugarCRM integration solution provides you with a simple, straightforward way of reading and updating SugarCRM and NetSuite to reduce costs, remove data entry errors, increase employee productivity and improve company performance.

The NetSuite and SugarCRM connector tool allows communication between BPA Platform, SugarCRM and NetSuite. This enables efficient integration between NetSuite, SugarCRM and your other business systems, via BPA Platform.

Common NetSuite SugarCRM integration scenarios include:

Integrating NetSuite with SugarCRM can provide you with the ability to automatically synchronise new and existing accounts, contacts, products, price lists, quotes, sales orders and invoices etc.

• Customer and Supplier Accounts: Automatically create and update new and existing accounts and contacts between SugarCRM and NetSuite ERP with the associated Sales Representative linked
• Opportunities and Leads: Automate the synchronisation of CRM Order/Opportunity/Lead into your NetSuite system when it has been created in SugarCRM
• Quotes: Automate quotes created in SugarCRM with NetSuite sales orders for processing (Sugar Professional and Enterprise editions)
• Invoices: Once the Sales Order status is complete, NetSuite creates and posts an Accounts Receivable (AR) Invoice. BPA Platform then automatically updates the Opportunity in SugarCRM by changing the Quote Lines to Purchased Line Items
• Product Synchronisation: When an Item is created or updated in NetSuite, BPA Platform automatically creates or updates the Product Catalog in SugarCRM
• Alerts and notifications: Automatically create an email alert to the relevant account manager for when an account is placed on credit hold within an accounting/ERP system and place on hold within SugarCRM
• Multilevel workflow approvals
• Allow SugarCRM users to perform stock lookups
• Automatically schedule follow up activity, including cross-sell and upsell opportunities to relevant sales/account manager

Commercial benefits of SugarCRM NetSuite integration when using BPA Platform include:

• Remove repetitive, time-consuming data entry and associated costs
• Eradicate data entry errors
• Increase employee productivity and company output
• Ability to run the entire business without additional administrative support
• Reduce operational costs
• Significantly reduce bespoke development times and costs
• Ability to adapt automated business process quickly to changing business requirements