2 Replies Latest reply on Aug 19, 2016 11:40 AM by abf3599aa3ffbdff022d2c8fa778b6f7e3348362

    Netsuite to Salesforce CRM/Integration change

      Hello fellow Marketers,

       

      We are currently going down the path of changing our CRM (Netsuite to Salesforce).  We had our kickoff meeting this week and there are a few things that i have been curious of.

       

      1. What capabilities will open up for us with having an integration with Salesforce?

      2. What common problems do i need to try to avoid when changing the sync to connect to Salesforce?

      3. Is it better to re-purpose fields and update the values? or create new since label and values will most likely be changing? Perhaps re-purposing default fields and recreate any custom?

      4. What are the ramifications if we sync Lead, Contact, and Account info but wait till phase II when it comes to Campaign/program sync?

      5. What other question should i make sure i am asking?

      6. What are some known common issues when changing CRMs that we should be aware of?