Netsuite Integration with FreshDesk: A Detailed Guide

NetSuite integrations catalyze business growth by supporting different processes and reducing costs. You can improve customer experience and enhance task efficiency by integrating FreshDesk with NetSuite. Here’s a detailed guide on how you can do the same.
Picture of Gary Jain
Gary Jain

Founder, Ledger Labs

freshdesk netsuite integration

Table of Contents

NetSuite integrations catalyze business growth by supporting different processes and reducing costs. 

You can improve customer experience and enhance task efficiency by integrating FreshDesk with NetSuite. 

This cloud-based system is a comprehensive business solution, enabling a free flow of data and an excellent customer experience. 

While any business can benefit from such integrations, it is up to you to ensure you leverage technology to maximize your advantage. 

Let’s explore the unique aspects of this integration and how they can benefit your business. 

Key Takeaways

  1. NetSuite integration with FreshDesk helps businesses achieve operational efficiency with a focus on customer insights. 
  2. 78% of businesses say they achieved higher productivity with NetSuite implementation.
  3. Integrate NetSuite and FreshDesk to get a holistic view of your customers. 
  4. Integration of NetSuite with FreshDesk helps with support ticket management and positively impacts response rate. 

Understanding NetSuite and its role in business operations

freshdesk netsuite integration
NetSuite helps 83% of businesses achieve their desired ROI.

NetSuite, used in 219 countries, is an ERP solution that helps e-commerce businesses centralize their database, increasing data consistency and productivity. 

It is the most popular SaaS solution that reduces manual input, improves data accuracy, and supports real-time data updates. 

This year it embedded AI through its platform, elevating NetSuite financial management, SuiteAnalytics Assistant, and NetSuite Prompt Studio.

2 Netsuite Integration with FreshDesk
78% of businesses say they achieved higher productivity.
  1. NetSuite helps 83% of businesses achieve their desired ROI.
  2. 78% of businesses say they achieved higher productivity.
  3. 76% of businesses claim NetSuite improved its interactions with vendors and suppliers.
  4. 75% of businesses enhanced tax and legal compliance.
  5. 70% of businesses elevated overall customer experience.
freshdesk netsuite integration
70% of businesses elevated overall customer experience.

Considering the valuable contribution of NetSuite as a singular system, it wouldn’t be hard to imagine the impact of its integration with other software solutions. 

One such example is the integration of FreshDesk and NetSuite. 

Integrating NetSuite with FreshDesk

4 Netsuite Integration with FreshDesk
76% of businesses claim NetSuite improved its interactions with vendors and suppliers.

Customer experience is the most important contributor to success for an e-commerce business. 

You take one step forward in that direction by integrating FreshDesk with NetSuite. 

This integration helps you meet customer needs by providing excellent customer experiences. 

It allows you to prioritize customer interactions by automating support ticket management. 

The two software solutions connect to promote collaboration and provide valuable insights through real-time reporting and analytics.

6 benefits of integrating NetSuite with FreshDesk

1. Personalized support

FreshDesk and NetSuite integration provides businesses with personalized support. 

For example, it improves communication and overall customer experiences by enhancing email, live chats, and social media engagement. 

It offers constant assistance to customers regardless of the medium of communication. 

It increases customer satisfaction only to add to brand loyalty. 

2. Support ticket management

Ticket support management often gets delayed due to time constraints and other communication issues. 

You can resolve this problem by integrating NetSuite with FreshDesk. 

This integration automates the ticket management system that ensures all customer problems are promptly resolved. 

Another benefit is that it improves the workflow. For example, you can easily forget about a complaint or fail to address it on time. 

This can reduce customer wait times or compel them to feel unimportant. 

With this integration in place, all customer queries are handled effectively. 

3. Improved response rate

Poor response time can negatively affect customer satisfaction. 

Any business that wishes for growth and profitability should prioritize customer satisfaction and work toward improving customer interactions. 

This integration gives your business a centralized system for handling customer interactions. 

It unites different business units, improving communication and collaboration. 

This results in operational efficiency and improved responsiveness. 

To put it simply, the sooner you address customer concerns, the better it is for your business. 

4. Increased productivity

The integration between NetSuite and FreshDesk increases workflow productivity. 

It achieves this by reducing manual tasks and substituting it with automated workflows.

This way, you get efficiency in business processes and high-quality delivery. 

When most of your administrative responsibilities are automated, it gives your in-house team time to focus on improving customer service. 

As a result, you provide high-quality customer support by addressing their issues holistically and on time. 

Automation on its own increases productivity and efficiency. 

5. A holistic view of customer problems

FreshDesk and NetSuite integration gives businesses a holistic view of their customers.

So, they can clearly visualize what their problems are and rate them based on their urgency. 

This way, businesses have a 360-degree view of their customers. What acts as a catalyst to failure is the ability to lose touch with customers. 

This is how businesses begin to diminish their sales. 

With this integration, you can access customer information and know who they are. 

You understand their behavior through previous interactions and buying information. 

It allows you to have a deeper insight into your customers, helping you provide tailored solutions. 

6. Optimized workflow processes

You can track customer interactions and maintain histories for appropriate responses.

This integration centralizes your database, giving access to real-time and consistent information across different channels. 

Thus, use this valuable insight to analyze and optimize your business processes. 

What it does is it improves your operational results and creates efficiencies throughout your organization.

Integration challenges and how to overcome them

While integrating FreshDesk with NetSuite is fairly easy, it does have some challenges that you must consider. 

For example, it is great that this integration helps with the automation of various tasks.

However, if you don’t monitor its performance carefully you might find some tasks getting overlapped or irregular. 

Also, you need a proper team of developers to conduct the integration as you may face API complexity. 

Sometimes, it is reported that this integration decreases the speed of data transfer. 

But the good news is that there are solutions. Follow the actions below for a successful integration. 

Automated data synchronization

Use data transfer protocols to increase the speed of data synchronization. Following the protocols promote the efficiency of data transfer. 

It includes compression techniques to avoid the transfer of irrelevant or unnecessary data.

Leverage NetSuite APIs

It was mentioned that you should have a solid team of developers when integrating FreshDesk with NetSuite.

NetSuite APIs are complex so you need a comprehensive understanding of them for successful integration. 

Thus, make sure you understand the features and their advantages. Also, don’t forget to learn about the limitations of this software.

Plan and strategize

Planning and strategy take you where luck doesn’t. It is the key to a successful integration. 

You increase the chances of success by carefully laying out the entire plan and explaining it to every stakeholder.

Understand your priorities and core business needs. 

Write it down and make note of every step for follow-up. 

When your goals are defined, you can identify issues and establish a plan against possible disruptions. 

Communicate

Communication is the glue that puts together plans. 

Therefore, make sure you pay special attention to communication as it fosters collaboration between the stakeholders. 

You are less likely to experience any disruptions when everyone is on the same page.

Conduct meetings and keep all lines of communication open. You must keep everyone updated with the latest information. 

It will simplify the process, create efficiency, and establish a free flow of information.

Monitor performance and regular maintenance

You might experience disruptions after the integration. However, it will only occur on two cases:

  1. You didn’t lay out your plan or create KPIs for performance measurement. 
  2. You didn’t monitor progress and neglected maintenance.

Thus, make sure you conduct regular check-ins and do an extensive audit every now and then. 

Follow up with every stakeholder and update the technology as needed.

Also Read:

Netsuite POS Integration

Netsuite Tipalti Integration

Netsuite Paychex Integration

Netsuite Expensify Integration

Integration methods and their key considerations

Filing Dates for Tax Forms
Integration Method Key Advantages
1.Built-In Connectors 1. It takes less time for complete implementation
2. It is less expensive compared to other types of integrations, especially customer development
3. It doesn’t require technical expertise or comprehensive coding experience
4. It is simple to follow and easy to use.
2.Custom Integration and Development 1.It provides tailored solutions to meet unique business requirements
2.You will get more control and have better customization options
3.It offers long-term scalability
4.It is suitable for businesses looking for unique solutions, specific to their industries and organization size
3.Integration Platform (iPaaS) 1.It is a hybrid system offering the best of both worlds (built-in connectors and customized workflows)
2.It is relatively cheaper, especially in comparison with custom integrations
3.It gives you the right balance of speed and flexibility
4.It offers a long list of integrative functionalities

6 planning steps and their benefits

Filing Dates for Tax Forms
How to Plan Benefits
Write down your goals Clearly layout the plan for integration ensures your integration plan aligns with your business objectives
Identify the processes that should be integrated Understanding the system helps you opt for a targetted approach
Prioritize data security and workflow efficiency Identifying data fields ensures secure data synchronization and correct use of resources
Use data mapping 1.Staying consistent in your approach leads to higher accuracy
2.It helps you highlight data structures for a seamless integration
Clearly define the workflow Automated business processing ensures efficient workflows and increased productivity.
A comprehensive assessment plan 1.Helps with the identification of integration issues.
2.It reduces disruptions because of integration.

The bottom line

Integrating FreshDesk with NetSuite helps businesses improve customer satisfaction. 

This integration allows you to enhance customer interaction, strengthening internal and external communication. 

Planning is the most crucial aspect of this integration; the lack of it leads to diverse challenges. 

The best way to ensure successful integration is to outsource the integration. 

Ledger Labs has 12+ years of experience, helping businesses across industries and sizes. 

We leverage technology and evaluate specific business needs. 

Book an appointment with us today and find out how we can help in Netsuite implementation with FreshDesk

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