NetSuite Viewer Plugin
Bridge the gap between your CRM and ERP with this lightweight NetSuite connector. Surface key financial data—sales orders, invoices, payments—directly within Salesforce, without the need for heavy integrations. Give your teams a complete, real-time view of the customer to drive smarter decisions and faster action.
Key Benefits
Key Benefits
- REAL-TIME DATA ACCESS: View invoices, payments, credit memos and balance information directly within Salesforce.
- UNIFIED CUSTOMER VIEW: Combine CRM and financial data for a complete customer profile.
- IMPROVED FINANCIAL HEALTH VISIBILITY: Empower customer-facing teams with critical financial insights.
- REDUCED INTEGRATIONS COST: Avoid the expense of complex and time-consuming integrations.
- BOOST EFFICIENCY: Download invoice PDFs in real time, directly within the window.
Insights
| netsuite_viewer_restlet.pdf |
