For revenue leaders, clear insight into every stage of the revenue cycle is essential. Sales teams rely on Salesforce—a CRM designed for managing pipeline and customer interactions—while financial teams depend on Oracle NetSuite for sales orders and actual invoicing data. This separation can create critical gaps: sales teams miss invoice-level details, and finance teams lack predictive sales insights. Dear Lucy bridges these gaps by transforming Salesforce data into actionable forecasts and merging it with NetSuite’s financial data into a unified dashboard.
Bridging the Gap Between Sales & Financial Data
Dear Lucy’s integration pulls data from both Salesforce and Oracle NetSuite, applying data science to turn disjointed information into a single, comprehensive view of your sales, revenue, and forecasts. This unified dashboard empowers every team with the insights they need to drive smarter, faster decisions.
Key Benefits:
Unified Revenue Reporting
Oracle NetSuite Data: Access real-time sales invoices and orders, and analyze revenue by month, customer, product, and more.
Salesforce Data: Convert CRM information on pipeline and customer interactions into predictive sales insights and forecasts.
Intuitive Dashboards
Create customized views that merge historical financial performance with forward-looking sales projections.
Filter data by key dimensions such as customer, region, product segment, and sales model to support strategic decision-making.
Enhanced Collaboration & Decision-Making
Break down silos between sales and finance, offering a single source of truth for your organization.
Enjoy integrated dashboards directly within Salesforce’s familiar interface, ensuring actionable insights are always at your fingertips.
Transform Your Revenue Operations
By combining the strengths of Salesforce and Oracle NetSuite, our integration streamlines revenue intelligence and operations. Whether you’re aiming to optimize sales forecasts or enhance revenue reporting, this unified dashboard delivers a complete picture of your business performance - empowering smarter, faster decisions.
Interested in learning more?
Let’s talk about how Dear Lucy can transform your Salesforce and Oracle Netsuite into a revenue-generating powerhouse. Book a call with our expert!