Connect Your Customer Experience With Your Business Operations
Give your marketing, sales and operations teams the information they need to work together.
GIR Software Services implements Salesforce solutions and connects them with NetSuite to support customer journeys, sales processes and eCommerce operations. From Marketing Cloud to CRM and Commerce Cloud, we help you select, configure and integrate the products that fit your business.
Reduce repeated data entry, improve visibility across systems and build workflows around your customers and business requirements.
- One Team For Both Systems
- API Sync With NetSuite
- Oracle NetSuite Alliance Partner
Live customer and order flow between both systems.
More Recovered Cart Sales For Magnets USA
Higher Purchase Rate From Personal Promotions
Marketing Cloud + NetSuite Build, Jan–Mar 2022
Salesforce Products We Implement And Connect
Written by the GIR Software Services team, Houston, TX · Results from the published Magnets USA case study
One Team for Salesforce and NetSuite
A Salesforce implementation isn’t just about setting up the system. It needs reliable connections to systems that store customer, product, order and financial information.
If responsibilities between platforms are unclear, integration issues can cause campaigns to be postponed, lead to duplicate records and leave teams with incomplete data.
GIR supports Salesforce and NetSuite to help design the complete workflow: what system has control of the record, what information moves from one system to the other, and what exceptions are handled.
From the first contact with your customer to the fulfillment of your order, we can help you automate and integrate your process.
Clear Integration Ownership
As part of one team, coordinate requirements, configuration, development and testing on both platforms.
Data That Supports Your Workflows
Ensure that customer and transaction-specific information is available to those departments and processes that need it.
Support Beyond Launch
Verify your setup periodically to keep up with changes in campaigns, sales or integration.
| Question | Two Vendors | GIR |
|---|---|---|
| Who fixes a failed sync? | Each points to the other | One owner |
| Order data in campaigns | Batch exports | Live API sync |
| NetSuite release changes | Found after go-live | Tested before release |
| Project meetings | Two kick-offs, two plans | One plan, one team |
Which Salesforce Services Does GIR Deliver?
Salesforce products set up for retail, wholesale and manufacturing teams that already run on NetSuite or plan to.
Transform Your B2B Marketing With Salesforce Marketing Cloud Account Engagement
A Salesforce platform called Marketing Cloud Account Engagement (MCAE), formerly Pardot, enables B2B marketing automation. It streamlines lead management, coordination of campaigns, and personalization across various channels. By integrating Salesforce…
Account Engagement Services
Implement Salesforce Marketing Cloud With GIR
Salesforce Marketing Cloud (SFMC) is a versatile software that combines various marketing channels in a single platform. Businesses can manage their email, SMS, social media, websites, and other channels all…
Magnets USA: 25% more recovered cart sales.
Marketing Cloud Services
Take Your B2C Digital Commerce to the Next Level With Salesforce Commerce Cloud (Demandware)
Salesforce B2C Commerce Cloud, previously known as Demandware, provides businesses with a powerful tool for improving their online retail operations. The system integrates critical aspects of eCommerce into a cohesive,…
B2C Commerce Cloud Services
Make Your B2B Operations More Efficient With Salesforce B2B Commerce Cloud
Formally known as CloudCraze, Salesforce B2B Commerce Cloud revolutionizes online business interaction and transactions. Incorporating comprehensive eCommerce features into a business-centric approach, this platform streamlines operations, improves customer relationships, and…
B2B Commerce Cloud Services
Implement Salesforce CRM With GIR
Salesforce CRM is a leading cloud-based customer relationship management (CRM) software that allows businesses to effectively manage customer data, marketing campaigns and sales operations.
Salesforce CRM ServicesHow Salesforce and NetSuite Work Together?
A successful integration begins with clear decisions about who owns the data and what the business processes should be.
NetSuite may manage financial transactions, stock and fulfillment, while Salesforce may support marketing, sales and customer service. We define the responsibilities of each system before building the connection.
NetSuite
- Customers and contacts
- Sales orders and invoices
- Items, pricing and inventory
- Credit limits and balances
Salesforce
- Data extensions and segments
- Journeys and triggered emails
- Leads, opportunities and cases
- Opt-ins, clicks and conversions
We choose the integration method for each project: direct API with SuiteScript, Celigo, or Oracle’s NetSuite Connector for Salesforce. We recommend whichever one costs least to run at your volume.
Build Customer Data Controls Into Your Integration
Connecting applications means choosing what information goes where, who has access to it, and how it is managed. GIR will take these requirements into account in the design and testing of solutions.
Limit Access to What Is Needed
Configure the access rights for the integration and for the associated records and fields.
Reference: Oracle NetSuite documentation
Keep Marketing Preferences Consistent
Find out how subscription preferences and opt-outs move between systems, and test the behavior agreed on.
Reference: FTC CAN-SPAM compliance guide
Keep Payment Information Separate
Design the flow of marketing data to exclude payment card information, or other information not required for the campaign.
Reference: PCI Security Standards Council
Make Errors Visible
Use integration logs and notifications to assist administrators with identifying failed transactions and handling exceptions.
Reference: Salesforce Trust
GIR configures systems to support your compliance program; we don’t provide legal, tax or privacy advice. Confirm consent, retention and data-residency requirements with your own counsel before go-live.
Which Salesforce Product Fits Your Business?
Start with the process you want to improve and the capabilities you already have.
| Product | Typical Business Need | Potential NetSuite Connection |
|---|---|---|
| Marketing Cloud | Consumer campaigns, customer segmentation and automated journeys | Customer profiles, purchase history and order information |
| Account Engagement (Pardot) | B2B lead nurturing, qualification and marketing-to-sales handoffs | Account details and relevant customer transaction data |
| B2C Commerce Cloud | Consumer storefronts and online shopping experiences | Products, pricing, inventory, orders and fulfillment |
| B2B Commerce Cloud | Account-based purchasing and repeat business orders | Customer pricing, account information and order history |
| Salesforce CRM | Sales pipeline, account management and customer service | Customer records, orders, invoices and selected financial information |
If you already use NetSuite CRM or SuiteCommerce, we also assess whether extending your existing setup can meet the requirement before recommending another platform.
How Did Magnets USA Recover More Abandoned Carts?
Magnets USA — Connecting Marketing Cloud With NetSuite
Magnets USA needed a marketing setup that was responsive to customer behavior and used customer information stored in NetSuite.
GIR integrated the Salesforce Marketing Cloud with NetSuite CRM via an API. The project included an extension of data, responsive email templates, a welcome series and a cart abandonment journey with personalized codes.
The implementation was scheduled for January to March 2022
increase in recovered sales from real-time abandoned cart emails.
increase in total purchase rate from personalized discounts.
From kick-off to live journeys
This is the reported result for that project. The results for other businesses are dependent upon their audience, traffic, offers, data and campaign performance.
Why Work With GIR?
Every claim on this page links to something you can verify.
Experience Across Both Platforms
Our work connects Salesforce customer services to NetSuite business processes, meeting the needs of the workflow.
A Documented Delivery Example
The Magnets USA project is an example of GIR’s experience with Marketing Cloud and linking it to NetSuite customer data.
NetSuite Expertise
GIR is an Oracle NetSuite Alliance Partner and brings ERP experience to decisions around transactions, customizations, and connected applications.
Recommendations Based on Your Requirements
We evaluate your current systems and priorities before determining the products, integrations and development work needed.
Ongoing Support
We help you identify the issues, customize your workflow and extend your solution as your business needs change.
How We Keep This Page Accurate
- Results come only from published, client-approved case studies
- Product names follow Salesforce’s current naming (Account Engagement, formerly Pardot)
- Technical content is reviewed by a named team member
- Reviewed after each major Salesforce or NetSuite release
Salesforce, Marketing Cloud and Commerce Cloud are trademarks of Salesforce, Inc. NetSuite is a trademark of Oracle. GIR Software Services is an independent company.
Our Salesforce Implementation Process
The same five-step method we use on NetSuite, with the integration designed in from day one.
Discover
Review your campaigns, customer journeys, sales processes and systems. Identify issues to address and information needed in each workflow.
Design
Define the solution, data model, ownership of the system, direction of integration, access to the system, and project scope.
Build & Integrate
Setup Salesforce, develop the required functionality, and connect the NetSuite records and processes to the service provider agreements.
Test & Go-Live
Test data flow, campaign behavior, user permissions and exception handling. Train your team and coordinate the production rollout.
Support and Optimize
Test the integration, resolve issues and improve reporting, journeys and workflows as your needs evolve.
What Do Our Industries Use Salesforce For?
Retail And eCommerce
Connect customer engagement with shopping and order activity.
- Welcome and abandoned cart journeys
- Post-purchase communication
- Customer segmentation using purchase history
- Promotional campaigns connected with order data
Wholesale And Distribution
Support account-based relationships and repeat purchasing.
- Lead nurturing and sales follow-ups
- Reorder reminders based on order history
- Customer-specific B2B ordering
- Relevant account and credit information for sales teams
Manufacturing
Connect customer development with quoting, ordering and service processes.
- Dealer and distributor lead management
- Opportunity-to-order handoffs
- Account activity and sales reporting
- Service cases linked with relevant customer and product records
Already Using NetSuite Without Salesforce?
We can review your use of NetSuite CRM, SuiteCommerce and automation to determine whether these products meet your needs or if Salesforce would be a useful addition. Start with your business needs, then choose the systems that support them.
Salesforce And NetSuite Questions
The questions buyers ask us most before starting a Salesforce project.
Yes. The platforms can exchange selected customer, product and transaction information through integrations. The data exchanged, update frequency and system ownership depend on your business requirements.
Marketing Cloud commonly supports consumer-focused campaigns and customer journeys. Account Engagement commonly supports B2B lead nurturing, qualification and sales alignment. The right choice depends on your buying journey, team processes and existing Salesforce setup.
Not necessarily. We first review the capabilities you need and what your current setup provides. Salesforce may be appropriate for additional marketing, sales or service requirements, while some improvements can be delivered within NetSuite.
Yes. We can plan integrations for relevant product, pricing, inventory, customer, order and fulfillment information. The scope depends on your commerce model and operational processes.
Yes. We can assess your configuration, data quality, workflows and NetSuite connections, then recommend fixes or enhancements.
Timelines depend on the Salesforce products involved, data readiness, integrations, custom functionality and testing requirements. We develop a project plan after discovery.
Key factors include licensing, implementation scope, data preparation, integration complexity, custom development, training and ongoing support.
GIR is an Oracle NetSuite Alliance Partner with Salesforce implementation and integration experience. Our focus is helping Salesforce and NetSuite work together around your business requirements.
Yes. Support can include troubleshooting, integration monitoring, reporting changes, workflow enhancements and release-related testing.
Contact our team with a brief description of your current systems and priorities. We’ll discuss your requirements and recommend the next steps.
Plan Your Salesforce And NetSuite Setup
Tell us what you use today, where your processes slow down and what you want to improve. We’ll help you assess the options and define an approach for your business.
Tell Us About Your Systems
Reply within one business day · 30-minute discovery call · Written recommendation, no obligation.
See You in Las Vegas
Bring your Salesforce and NetSuite questions to the GIR team in the SuiteWorld Expo.