If you want your business to run like a well-oiled machine, then you need to make sure your orders, opportunities, and products are all synchronized. Keep reading to find out how to do this.
Utilizing Integration Platforms to Streamline Business Processes
Super Sync is an integration platform that allows businesses to sync information between the NetSuite software and other integrations and apps. This can include integrations like Shopify, Amazon, and Salesforce. This allows businesses to sync information regarding orders, shipments, fulfillments, products, inventory, and even customer information all on one computer screen or device. Think of it as purposeful technology made to increase sales efficiency and automation for better visibility among different systems.
Understand What Synchronization Entails
Synchronization of a business’s orders, opportunities, and products is the process of ensuring that all three are kept in step with each other. This is important because it allows your team to have an accurate view of what products are available for sale, what orders have been placed, and what opportunities exist to sell to customers. Without synchronization, your sales team may try to sell products that are no longer available or offer opportunities that have already been closed. Synchronization also ensures that the correct product prices are displayed on your website and in your catalogs.
Testing the Synchronized Data to Ensure Accuracy
Once you have a platform in place, you will need to test for accuracy. To ensure accuracy, it is important to test the synchronized data. This can be done by exporting a report and importing it into your other system. Once you have verified that the data has been synchronized correctly, you can begin using the integrated system as your main source of truth. If you use a reliable platform like SuperSync, then you can easily guarantee that the information synchronized throughout every function will be accurate.
The synchronization process between orders, opportunities, and products can be tricky for businesses to troubleshoot when issues arise. If orders are not syncing with products, this could be due to a product being deleted or inactive in the product catalogue. To fix this, make sure the product is added back into the catalogue and is active When opportunities are not syncing with products, this could be due to an opportunity’s stage being changed after it was created but before it was synchronized. To fix this, change the stage of the opportunity so that it matches what is currently in your application. When products are not syncing with opportunities, this could be due to either a missing required field on the product record or because the price on the product has changed since it was created. To fix this, ensure all fields are populated on the product record and that no changes have been made to the prices since they were initially set.
Planning for Business Growth
There is no single formula for business growth, as each company is unique and faces its own set of challenges and opportunities. However, there are a few key steps that all businesses can take to create a plan for growth and increase their chances of success. A crucial step in any growth plan is to define your goals. What do you want your business to achieve in the short-term and long-term? What are your targets for revenue, market share, and other key metrics? Once you have a clear idea of your goals, you can start to develop a strategy for reaching them. It’s also important to understand your competition and how they are currently performing. Once you have a clear understanding of your goals and your competition, you need a strategy for reaching them. This will include a plan for expanding your customer base, increasing your market share, and improving your product or service offering. Synchronizing your business processes is just one of the ways you can start planning for business growth and making your business more scalable.
By integrating and coordinating your processes, you can minimize the potential for overlap or inconsistency in your operations, and make it easier to track and manage your business activities.