Best ERP Systems for Creative Agencies Integrated with Salesforce

For creative agencies looking to integrate with Salesforce, choosing the right Enterprise Resource Planning (ERP) system is crucial. This article will explore the best ERP solutions that can effectively integrate with Salesforce, helping creative agencies streamline operations, manage resources, and improve overall performance.

Understanding ERPs and Their Integration with Salesforce

Enterprise Resource Planning (ERP) systems are designed to manage all aspects of a business, including finance, operations, and project management. Integrating an ERP system with Salesforce can enhance your agency's capabilities by providing a unified platform for all your key business functions. Here are some of the top ERP systems that work well with Salesforce for creative agencies:

NetSuite

NetSuite is highly favored for its robust vertical solutions, including media and publishing, which are especially relevant for creative agencies. One key advantage of NetSuite is its strong partnering ecosystem, particularly with Celigo and Dell Boomi. These partners offer extremely robust integrations that surpass other integration solutions available today. However, while NetSuite provides more comprehensive integrations, it might not be as straightforward as the Intacct connector in terms of setup.

Note: Avoid the Actian connector to Salesforce as it may not meet your needs.

NetSuite Integration Capabilities

Robust vertical solutions targeting media and publishing Extremely robust integrations with Celigo and Dell Boomi Not as turnkey as some other solutions like Intacct

NetSuite is a popular choice among creative agencies due to its ease of use, scalability, and robust features. However, it is crucial to consider your specific needs and requirements before deciding on an ERP solution.

Financial Force

Financial Force is another ERp solution worth considering, especially for agencies that require a more focused financial solution. Financial Force can be tailored to fit the unique requirements of creative agencies, offering time billing and project management capabilities. Whether you need to manage finances, stock, purchasing, manufacturing, warehousing, or logistics, Financial Force can provide comprehensive solutions.

When evaluating Financial Force, consider:

The scope of your financial and project management needs Size and transaction volume of your agency Your specific reasons for wanting a new system

Intacct

Intacct is a well-known option in the ERP space. This solution is particularly suitable for agencies that require a more turnkey financial solution. Intacct offers a range of features that cater to both finance-only and multi-functional needs. However, it is essential to assess whether the specific integrations and features of Intacct meet your agency's unique requirements.

Evaluating Your Needs

Before choosing an ERP system that integrates with Salesforce, it is crucial to evaluate your specific needs. Consider the following questions:

Do you prefer the cloud or on-site hosting? What services do you need? Do you require finance-only or do you need stock management, purchasing, manufacturing, warehousing, or logistics? What is the size of your agency and how many transactions do you post in a month? Why do you want a new system? Are you looking for a simple bookkeeping system or a full-service ERP solution?

Each ERP solution has its strengths and weaknesses, and it is essential to choose one that aligns with your unique business needs. Consulting with ERP experts or implementing professionals can provide valuable insights and help you make an informed decision.

Summary and Recommendations

In conclusion, the best ERP system for a creative agency depends on various factors, such as your agency's size, transaction volume, and specific needs. For robust integrations and a comprehensive solution, NetSuite remains a top choice. However, if you need more focus on financial management and project time billing, Financial Force may be a better fit. Additionally, Intacct offers a more turnkey financial solution.

Before making a decision, ensure you have a clear understanding of your requirements, evaluate each solution, and consider consulting with consultants to make the best choice for your agency.