AI agents that work across Salesforce and NetSuite
The account team sees the opportunity in Salesforce; finance sees the invoices and payments in NetSuite. A renewal conversation needs both. Cogito AI's Salesforce and NetSuite connectors bring your CRM and ERP into one Enterprise Data Model, so the Customer 360 Dashboard shows revenue, invoices, open cases and key contracts for any account on one screen, and the Renewals Optimizer shows upcoming renewals alongside open cases, sentiment and usage, with the billing history beside them. Every figure links to the record behind it, agents only surface what each user is entitled to see in either system, and every action is logged for audit.
Built for these agents
The packaged work that needs Salesforce and NetSuite together. Each links to its own page.
- Renewals OptimizerLink upcoming renewals to service status and satisfaction, so unspoken issues get addressed before they cost you a customer.More about this
- Customer 360 DashboardSee customer relationship health in one dashboard. Build your own dashboards, share them with your team and use them to run your sales process.More about this
Questions you can ask
Each of these needs Salesforce and NetSuite at once; every answer shows its sources in both.
- Which accounts renewing this quarter have a late payment in NetSuite?
- Show me Contoso's pipeline, invoices and renewal date on one screen.
- Which open opportunities belong to customers with an overdue invoice?
- What did we invoice Fabrikam last year, compared with the renewal we're proposing?
- Which renewals are at risk because of open cases and billing disputes?
- Which accounts have a closed-won deal in Salesforce but no invoice in NetSuite yet?
How it works
- 1
Connect Salesforce and NetSuite to Cogito AI
Set up each integration with the setup wizard, and follow every sync in job monitoring.
- 2
Build one Enterprise Data Model
Key terms are extracted from both systems and mapped together, so one question can draw on Salesforce and NetSuite at once.
- 3
Deploy the agents
Start with the packaged agents the pair is built for. Every answer cites its source, and the audit trail records every action.
Put Salesforce and NetSuite to work together
Questions about connecting Salesforce and NetSuite to Cogito AI, or about the integration with your other systems? Send us a note and we'll get back to you by email.