Salesforce and NetSuite consulting for finance teams
Get Salesforce and NetSuite telling the same story.
When your CRM and ERP disagree, finance fills the gap by hand. We fix the set-up, data and handoffs between Salesforce and NetSuite, so deals flow cleanly into billing, revenue and reporting.
20+ years delivering finance and system change · Hands-on Salesforce and data specialists · Fixed-fee diagnostic
The short answer
What is Salesforce and NetSuite optimisation?
Salesforce and NetSuite optimisation makes your CRM and ERP work as one system for finance. Greenshoots reviews how customers, products, prices and orders are set up in each, how the integration moves data between them and who owns it, then fixes the root causes so sales and finance work from one version of the truth.
Sound familiar?
Signs your CRM and ERP aren't working together
If two or more of these ring true, the problem is usually set-up and ownership, not the software.
Sales and finance report different numbers
Bookings in Salesforce never quite match revenue in NetSuite.
Orders get re-keyed
Someone copies deals from Salesforce into NetSuite by hand.
Customers are duplicated
The same customer exists twice, with different names and terms.
Products and prices don't line up
Price books and items are set up differently in each system.
The integration breaks quietly
Records fail to sync and nobody owns fixing them.
Month-end means reconciling
Finance spends the close matching CRM to ERP in spreadsheets.
What we look at
Everything between the deal and the ledger
We review both systems and the connection between them, from the finance point of view.
- 01
Customers and accounts
One customer record, one set of terms, clear rules for who creates what.
- 02
Products and price books
Items and prices that mean the same thing in both systems.
- 03
Opportunity to sales order
A clean, automated handoff when a deal closes.
- 04
Contracts, billing and renewals
Billing schedules and renewals driven by the contract, not memory.
- 05
Integration and sync rules
What moves, when, in which direction, and what happens when it fails.
- 06
Reporting and ownership
Shared definitions and named owners for every key piece of data.
Thinking of replacing a system?
Do you need new software, or the software you have set up properly?
Most Salesforce and NetSuite problems come from how the systems were set up and connected, not from the systems themselves. Fix the data, mapping and ownership first, and you'll either solve the problem or know exactly what a new tool needs to do.
Fix first
- Clean up customers, products and prices
- Fix the mapping and sync rules
- Agree who owns each piece of data
Then decide
- See which gaps the systems genuinely can't fill
- Build the case for new tools on facts
- Migrate clean data, not today's problems
How we work
Fix today, transform tomorrow
Every stage pays for itself, so you move at the pace that suits your business.
Start here
1. Diagnose
The Finance Health Check: a review of your Salesforce and NetSuite set-up, data and integration, with quick wins ranked by cost, risk and benefit. Typically 3 weeks, for a fixed fee agreed up front.
2. Fix
Hands-on clean-up of data, configuration and sync rules, alongside your admins or partner.
3. Optimise
Automate the handoffs and reports that still rely on spreadsheets.
4. Transform
When you're ready, the roadmap and business case for bigger system change.
What changes
One version of the truth
Numbers that match
Sales and finance report from the same data.
No re-keying
Deals flow into NetSuite without copying.
Clean customer data
One record per customer, with the right terms.
Faster billing
Invoices go out right, first time.
A faster close
Less reconciling, more time for insight.
Questions
Salesforce and NetSuite FAQs
Why don't Salesforce and NetSuite match?
Usually because customers, products and prices are set up differently in each system, and the integration copies the mismatch across. We review the set-up and data flows, fix the root causes and agree who owns each piece of data.
Do we need a new integration tool?
Not always. Many integration problems come from data, mapping and ownership rather than the connector itself. We'll tell you honestly whether your current integration can work once those are fixed, or whether it needs replacing.
Do you make the changes in Salesforce yourselves?
Yes. We're hands-on: our team includes a Salesforce developer and data specialists, and we work alongside your own admins or implementation partner.
How long does a review take?
Our Finance Health Check typically takes 3 weeks, for a fixed fee agreed up front. You get a clear report of what's working, what isn't and the quick wins, ranked by cost, risk and benefit.
Who do you work with?
CFOs, Finance Directors and Heads of Finance Operations in growing, scale-up and private-equity-backed businesses across the UK, working on site and remotely.
Ready for one version of the truth?
Book a free 30-minute discovery call. We'll talk through how Salesforce and NetSuite work for you today and suggest practical next steps, with no obligation.