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NetSuite and Salesforce
Moving your CRM from NetSuite to Salesforce, while NetSuite stays your system for billing, inventory and accounting. We come from the NetSuite side, which is where these projects usually go wrong.
Many companies start with NetSuite's built-in CRM and later move sales to Salesforce, keeping NetSuite as the ERP. RevSift helps with that move: deciding what moves and what stays, migrating customer and sales data, and connecting the two systems so sales and finance keep working from the same customers, orders and invoices.
What a NetSuite-to-Salesforce CRM move involves
- Decide ownershipWhich system owns leads, customers, contacts, items, prices and orders after the move.
- Map the dataNetSuite records and custom fields mapped to Salesforce objects, including what to leave behind.
- Migrate & verifyClean, deduplicate and load the history, then reconcile counts and balances.
- ConnectOngoing sync between Salesforce and NetSuite so nothing is keyed twice.
The usual split after the move
| Data | Typical owner and direction |
|---|---|
| Leads, prospects, opportunities | Salesforce only |
| Customers & contacts | Created in Salesforce, sent to NetSuite when a deal is won |
| Items & prices | NetSuite → Salesforce |
| Closed-won deals | Salesforce → NetSuite sales orders |
| Invoices, payments & order status | NetSuite → Salesforce, so sales can see them without a NetSuite login |
Why start from the NetSuite side
A CRM migration that's planned only from Salesforce tends to break things in NetSuite: scripts and workflows that relied on CRM records, saved searches and reports that stop adding up, and customer records that fork into two versions. We have 8+ years of NetSuite development experience, so we account for what the move changes inside NetSuite, not just what lands in Salesforce.
NetSuite and Salesforce FAQ
Can you move CRM from NetSuite to Salesforce and keep NetSuite as the ERP?
Yes, and it's a common setup. Sales activity moves to Salesforce, and NetSuite remains the system for orders, billing, inventory and accounting. The two are then connected so won deals become NetSuite sales orders and invoice status flows back to Salesforce.
Can Salesforce and NetSuite be integrated?
Yes. They are commonly connected through an integration platform such as Celigo, Boomi or MuleSoft, or through a custom integration using the Salesforce API and NetSuite RESTlets or SuiteTalk.
Should customers live in Salesforce or NetSuite?
Usually prospects and sales activity live in Salesforce, and customers are created in NetSuite when a deal closes. After that, NetSuite owns billing details and Salesforce owns sales details. The important part is writing the rule down and enforcing it in the integration.
What happens to NetSuite customizations that used CRM records?
They need to be reviewed before the move. Scripts, workflows, saved searches and dashboards that reference leads, opportunities or CRM activities may stop working or start reporting partial numbers. We inventory them and update or retire each one as part of the migration.
Contact
Tell us what's going on in your NetSuite account
Send a few lines about the problem: what's broken, slow, manual, or missing. You'll hear back from one of the people who would do the work, with questions or a suggested next step.