How To Connect NetSuite with Microsoft, Salesforce & HubSpot

Is your business using multiple software applications in different departments?  

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For instance, your sales team may use Salesforce for customer management, marketing could rely on HubSpot for campaigns, and everyone deals with Microsoft docs and emails.  

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As NetSuite users, you understand the importance of having a ‘single source of truth’ for your business.  

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However, it becomes problematic to maintain this when critical tools are not integrated with your ERP system, leading to data disconnect, fractured collaboration, and challenges in accessing information.

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Ready to eliminate data blind spots in NetSuite caused by these disparate tools?  

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Let’s explore the risks associated with not integrating them with NetSuite.

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Cross collaboration crisis...

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26% of leaders see poor cross-team collaboration as the main project management challenge, surpassing outdated processes and remote work struggles.
Mural

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Only 9% of employees in a survey felt that their workplace provides highly effective tools and systems for sharing and collaboration.
Market Splash  

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80% of employees' time is spent collaborating on projects.
Offsyte

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Microsoft Outlook & Office 365  

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Firstly, when it comes to Outlook, the risk of emails circulating important business data outside of NetSuite can create isolated pockets of information, leading to destructive silos.  

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These isolated pockets may be locking away key information for NetSuite-centric processes.

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Additionally, the absence of previous emails stored against customer records during conversations can leave you without context when trying to understand why they contacted your business.

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And regarding Office 365, the inability to store, share, and co-edit documents directly against customer records may result in data inaccuracies.  

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Keeping Microsoft documents in isolated locations also means that customer records are incomplete - this can lead to a situation where you spend time searching for scattered documents to update records. ‍

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Salesforce

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When sales activities are only recorded in Salesforce, they won't be automatically reflected in NetSuite.  

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This creates the need to constantly follow up with the sales team for updates, disrupting their focus on selling - gathering this information and manually adding it to NetSuite becomes a time-consuming task.  

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Handling this process at scale increases the risk of inaccuracies, as even a small mistake when inputting data into NetSuite can result in customer records being filled with unrelated information.

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HubSpot

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The challenges with Salesforce are also applicable to HubSpot.  

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However, it's also important to recognise that this system is commonly utilised by marketing teams as well.  

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These teams depend on accurate and current customer information from NetSuite to be mirrored in HubSpot.  

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Without this synchronisation, they cannot create effective up-selling campaigns tailored to individual customer needs.  

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Failing to communicate sudden customer changes through a centralised link between NetSuite and HubSpot could result in significant missed opportunities.  

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Ultimately, being able to establish a connection between these systems allows both NetSuite users and marketing teams to seamlessly utilise the necessary tools for their tasks, whilst keeping all data within an integrated ecosystem, enabling both teams to facilitate efficient, streamlined communication sharing.

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Workiro is how you connect NetSuite with Microsoft, Salesforce & HubSpot

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Simplify your business operations with our native NetSuite integration—the easiest way to create a connected productivity ecosystem.  

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We serve as the link between critical business systems, residing in your ERP, with eight groundbreaking work tools at your disposal, such as unlimited cloud document storage, automatic email capture, and instant messaging.  

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Bridge software gaps in your business and boost operational efficiency with our intuitive enterprise content management system.  

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Here's why people choose Workiro to enhance their productivity.

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Shared blueprint for success

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We created our NetSuite integration to streamline our own operations. Having seen the value of a connected tech stack, we want to share these benefits with other businesses.

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Task harmony across all platforms

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Easily create tasks in Workiro and invite all stakeholders involved in specific projects, whether they work with Salesforce, HubSpot, or external to your core business systems. Keep everything recorded in NetSuite to ensure that data and communication align seamlessly with every aspect of your business.

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No restrictions, just endless collaboration

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Our app has no usage or storage restrictions, allowing seamless collaboration between NetSuite, Salesforce, and HubSpot users. No matter how much your projects escalate or your business operations scale, Workiro is always ready!  

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Zero stress, all success

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No need to stress about transferring data to Workiro! We provide free services customised to your specific needs, ensuring a smooth transition without disrupting your daily activities.

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Ready to build the ultimate, integrated business productivity hub in NetSuite?

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The sooner you bring essential software together, the sooner your business can perform to its full potential – see how Workiro can unlock this eutopia today!  

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Book a free demo