Optimizing Sales Workflows: Best Practices for Integrating Salesloft and NetSuite

Sales teams rely on powerful tools and automation to drive efficiency and productivity. Oftentimes, sales teams are working with several different tools at any given time to meet their needs. Salesloft and NetSuite are two robust platforms that can significantly enhance your sales processes when integrated effectively. 

Salesloft, a sales engagement platform, provides tools for communication, cadence creation, and analytics. NetSuite is a comprehensive CRM and ERP system that manages all aspects of your business, including financials and customer relationships. By integrating Salesloft and NetSuite, you can create a seamless and automated sales workflow. 

Let’s explore the best practices for doing just that.

Understanding the Benefits of Integration

If you have NetSuite deployed within your organization, you have likely made a significant investment in it over the years. And, if you have recently deployed Salesloft or are looking to deploy it, you likely want to ensure you get the most out of that investment. Right? 

So, why is integration so important to the successful adoption of these platforms? Before diving into the integration process, let’s consider the benefits of integrating Salesloft and NetSuite:

• Improved Data Accuracy: Integrating the two platforms eliminates manual data entry, reducing the risk of human error and ensuring that your data is accurate, complete, and up-to-date.
• Streamlined Workflows: Automation allows for a more efficient sales process, reducing the time spent on repetitive tasks and enabling your sales team to focus on building relationships and closing deals.
• Enhanced Communication: Salesloft’s communication features can be seamlessly integrated with NetSuite, ensuring that all relevant data and interactions – including sales calls, emails, and texts – are captured and accessible within your CRM. On the flip side, having a 360-degree view of each customer profile in Salesloft enables better, more personalized emails. This leads to more quality opportunities and, ultimately, revenue for your organization. 
• Data Visibility: Access to real-time customer data and sales activity within NetSuite allows for better decision-making and a more comprehensive understanding of customer needs and preferences. 

Related: Streamlining Sales Operations: Integrating SalesLoft with Multiple CRMs

Now, let’s explore the best practices for successfully integrating Salesloft and NetSuite.

1. Define Your Objectives

Before diving into the technical details, clearly outline your integration goals. What specific processes and tasks do you want to automate or enhance? Common objectives include lead and contact synchronization, sales activity tracking, and revenue reporting.

2. Choose the Right Integration Solution

Selecting the right integration solution is crucial. To get the most out of these applications, you may consider a third-party integration platform like Vertify or Zapier, which can provide more flexibility and customization options. It is important to find a third party that partners and knows, with deep conviction, the ins and outs of both Salesloft and NetSuite. 

And, as a recommendation… based on your company size and desire to scale, consider the options carefully. Vertify is known for being much more elastic for mid-market and enterprise companies, while Zap is well suited for companies that are sub $10mm in revenue and not looking to scale much beyond that. 

3. Configure Your Data Mapping and Synchronization Rules

Ensure that your data fields in Salesloft and NetSuite align and map appropriately. Key data points to consider include leads, contacts, opportunities, and sales activity records. A well-defined data mapping strategy is essential to maintain data accuracy. 

And, a good third party integration platform will guide you along this mapping journey. After all, they implement hundreds of customers a year attempting to do something similar to what you are trying to accomplish. So, work with someone that you can trust and enjoy working with. 

4. Set Up Automation Rules

Implement automation rules that define how and when data is transferred between Salesloft and NetSuite. For instance, you can automate the creation of new leads in NetSuite when a prospect engages with a Salesloft email campaign. Once again, rely on your integration partner for guidance and assistance in this process. And, ensure that the platform supports your business automation rules. 

5. Test and Monitor

Thoroughly test your integration to identify and resolve any data issues. Monitor the flow of data and ensure that it behaves as expected. Be prepared to make adjustments as needed, and regularly update your integration to accommodate changes in your sales processes. At Vertify, we typically carve out 2-3 weeks for proper testing. 

6. Keep Security and Data Privacy in Mind

Keep data security and privacy in mind throughout the integration process. Ensure that your integration is compliant with relevant data protection regulations and that sensitive customer information is handled securely. This should be a staple for any integration partner. Here at Vertify, we take this very seriously and you should as well. 

7. Train and Document

Provide training to your sales team and support staff to ensure they understand how the integration works and can leverage its capabilities effectively. Create documentation to serve as a reference guide for all users. Your integration partner will likely have a library of information that can be used to support these efforts. If they do not, take a step back in the sales process and reconsider your partner. A help center or document library will come in handy down the road. 

8. Iterate and Improve

The integration between Salesloft and NetSuite should be viewed as an evolving process. Continuously assess the impact of the integration on your sales workflow, and be open to making adjustments or enhancements based on feedback and changing business needs. This continuous improvement should be supported by a third party integration partner success team, and this success team should be with you at every phase of your customer data journey. 

The Final Say

Integrating Salesloft and NetSuite for automated sales workflows is a strategic move that will significantly improve your sales team’s efficiency and effectiveness. By defining your objectives, selecting the right integration solution, mapping data accurately, automating processes, and ensuring data security, you can create a powerful and seamless sales ecosystem. Regular monitoring and continuous improvement will help you stay ahead in the ever-evolving world of sales automation. Embrace these best practices to streamline your sales processes, nurture customer relationships, and drive business growth.

Vertify offers a broad suite of automated data integration solutions, complete with data cleaning tools and automated multidirectional integration between platforms, including multiple CRM integrations at scale. Vertify is the system of record for revenue operations professionals across the globe. Get started today, and see Vertify in action!