The Most Comprehensive NetSuite Integration in the industry

Deploy a powerful marketing automation and lead generation solution within NetSuite

LeadFormix’s NetSuite CRM Integration is designed to maximize your NetSuite implementation to deliver marketing automation and sales insight. With an easy and flexible integration with NetSuite, you will be able to:

• Maintain a clean CRM – no duplicate leads and account creation in NetSuite
• Bi-directional integration – push and pull data between LeadFormix and NetSuite
• Enable Demand Generation programs that create leads, update fields, and convert leads directly within NetSuite.
• Automate and measure lead nurturing campaigns and set-up advanced lead scoring activities
• Track sales follow-up and reassign/recycle leads automatically
• Enable reps to understand, prioritize, and interact with the hottest leads & opportunities
• Provide sales reps with detailed information about prospect interests and activities.
• Dashboards detailing your marketing funnel, including; lead velocity, volume and quality.

NetSuite Integration

Easy Set-up and Integration of NetSuite Marketing Automation in Minutes

Implement the LeadFormix integration with NetSuite in simple sequential steps with an easy to follow user guide. The LeadFormix Customer Success team will work with your team in planning, testing, staging and productionizing the integrated set-up.

• Plan data field mapping and data synch frequency
• Roll-out the integration in a the staging environment
• Build test case scenarios and extensively test the data
• Production roll-out with a 2 day monitoring plan

Extensive NetSuite Customization

The LeadFormix NetSuite integration methodology is flexible and allows customization. LeadFormix understands that every organization has different sales terminology and processes. It’s therefore important that the product be mapped to your environment. NetSuite customization possibilities:

• Alerts on different web activities
• Custom Reports
• Different scoring templates based on status on lead / prospect /customer in NetSuite.
• Lead/Prospect/Customer Nurturing campaigns based on the current status in NetSuite.
• Mapping Sales territory allocation
• Measuring marketing campaigns including SEO, SEM, Email, Display

NetSuite Partner