NetSuite CRM Software
Real-time sales data with NetSuite CRM
Whether you are outgrowing QuickBooks or just need a better CRM solution, we can help you customize and implement NetSuite CRM software for your business.
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CRM Software
Why NetSuite CRM software
NetSuite’s Customer Relationship Management (CRM) solution helps companies manage interactions with current and potential customers, partners and suppliers in a single place. With all the capabilities of a traditional CRM solution, such as sales force automation (SFA), customer service management and marketing automation, plus the ability to manage quotes, commissions, sales forecasts and partner relationships, NetSuite CRM provides a seamless flow of information across the entire customer lifecycle — from lead all the way through opportunity, order, fulfillment, renewal, upsell, cross-sell and support.
Outgrowing QuickBooks?
Work with the #1 QuickBooks consulting firm to help you migrate to NetSuite.
Why Fourlane
Fourlane, the #1 Elite QuickBooks Solution Provider and Reseller, has helped thousands of clients with their financial systems, accounting software, and ERP system challenges. As industry and product experts for the most widely used accounting and ERP software solutions, we make sure our clients are buying the right software at the best price and recommend the best platform with a focus on our clients’ long term success.
“Fourlane’s broad expertise in all of Intuit’s products gives them the ability to provide exceptional service to QuickBooks’ users. As a QuickBooks Solution Provider, we count on solutions Fourlane provides to small- and mid-sized businesses all over the country.”
-Simon Pass, Intuit Reseller Program Sales Leader
Consulting and Advisory
We can help with every aspect of NetSuite, including system design, inventory cleanup, business process, workflows, and more.
Data Conversion and Migration
With thousands of QuickBooks data conversions, Fourlane is the most trusted company for moving your data to and from QuickBooks.
Setup and Implementation
Based on the scope of your project, we will jointly develop an in-depth, custom NetSuite ERP implementation plan tailored just for you.
Business process & workflows
We will analyze your current processes – what is done in NetSuite and other systems and design a workflow.
Reporting and Business Intelligence
Make more informed business decisions with key NetSuite reports, graphs and dashboards.
System Optimization and Review
We’ll review & clean up your chart of accounts, lists, items, accounts receivable, templates, inventory & more.
Customized Product Training
We’ll create customized training and documentation specific to your business, processes, and industry.
NetSuite CRM Features
Make the most of your customer experiences with NetSuite Customer Relationship Management
Better engagement
A unified view of customer preferences, transactions and interactions enables sales, marketing and support teams to deliver consistent and relevant experiences across all touchpoints. Enhance the shopping experience with native integration between NetSuite CRM and commerce systems.
Sales force automation
Provide your sales organization with integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commissions. NetSuite’s SFA solution gives your sales team unprecedented visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts, inventory and order history. With real-time dashboards, sales representatives and managers gain better insights to sell, upsell and properly set customer expectations.
Improve collaboration and efficiency
A central customer database amplifies employee collaboration by breaking down the silos that divide sales, accounting, credit, purchasing and other back-office functions. Improve efficiency by eliminating multiple sources of data — and the redundant processes needed to support them.
Configure, price, quote
NetSuite CPQ enables sales teams to quickly configure, price and quote (CPQ) complex products and services with complete accuracy and reliability—directly in NetSuite. The ability to create 3D product visualizations and automate the generation of sales proposals helps to further enhance and accelerate the sales process. The configure, price and quote software works seamlessly with NetSuite ERP, CRM and ecommerce solutions using NetSuite pricing, inventory and profitability data and connected workflows that automate the transition from sales to delivery, generating bill of materials (BOM), routings and work orders.
Marketing automation
NetSuite CRM marketing automation capabilities easily automates your entire marketing process. Align campaigns and programs with your sales team. Generate highly qualified leads that are ready for sales engagement. Establish a framework to target, build, execute and measure the success of marketing campaigns — and take the complexity out of lead qualification and conversion.
Mobile CRM
View, enter and update key customer and sales data directly from a tablet or mobile device. Users can manage everyday activities, such as viewing calendar reminders, logging call notes and creating quotes, and submit time sheets and expenses with easy snap-and-attach receipts.
Customer service management
NetSuite CRM customer service management (CSM) capabilities provide a complete view of customer information for improved satisfaction and lower service costs. NetSuite’s unified cloud solution gives everyone who works with customers — sales, support, service, fulfillment — access to customer information that’s updated in real time.
Partner relationship management
NetSuite CRM partner relationship management (PRM) capabilities establish a real-time information flow that enhances visibility and boosts partner collaboration. NetSuite gives you full control over every element of the partner-focused sales and marketing process, including joint marketing campaigns, lead management, sales forecasting, pipeline management, order processing and partner commissions and royalties. NetSuite’s PRM solution creates a conduit between partners and your organization to improve customer satisfaction and drive revenue.
Fourlane DRIVETM
At Fourlane, we have a proven client engagement process that helps ‘drive’ long-term success.
1. Discover
We begin by understanding your systems and current processes to discover root issue and potential challenges.
2. Right Fit
Receive open and authentic communication from our team on which products are right for you.
3. Inform
Our comprehensive and informative project scoping process is designed to eliminate any potential roadblocks.
4. Vision Implementation
Your project commences with the end goal of getting the right data to make informed business decisions.
5. Endless Execution
Our ongoing review of systems & output to ensure processes are being followed and your investment is being executed.
Go Live Faster With NetSuite SuiteSuccess
Financials First Edition
Ideal for rapidly growing companies needing a foundational financial management system that can scale and adapt as the business expands.
Health & Beauty Edition
Links a health and/or beauty company’s front and back ends systems to enable the delivery of a consistently outstanding experience.
Retail Edition
Get real-time access to the financial and operational performance of your retail business. Optimize your inventory and order management across all channels.
Starter Products Edition
Designed for small, rapidly growing CPG and products-based companies that need accounting, inventory, order, sales and purchase management.
Manufacturing Edition
Empowers manufacturers to make informed decisions based on a real-time, unified view of procurement, production and financial data.
Food & Beverage Edition
Offers food and beverage brands the control and visibility they need to be successful by connecting ecommerce, financial, supply chain and order management functions.
Starter Services Edition
Tailored to small, rapidly growing service-based organizations that need accounting, project management, time and expense entry, billing and project reporting.
Nonprofit Edition
Gain efficiencies with a powerful nonprofit fiscal management system built to meet the unique needs of your organization.
Software Edition
Achieve the financial and operational agility to evolve and innovate at the speed of this fast-changing industry.
Apparel & Footwear Edition
Enhance operations with a single view of inventory, order, merchandise and unified omnichannel commerce built around the customer experience.
Wholesale Distribution Edition
Delivers a unified solution to manage financials and operational processes for wholesale distribution companies that have traditionally operated on multiple disconnected systems.
Media & Publishing Edition
Unify operations and manage all your customers — subscribers and advertisers — in a single system that handles financials, sales, services and analytics.
Industry Experts
A Partner That Understands Your Business & Industry
Through solutions such as NetSuite ERP, we are able to provide the expertise needed for several industries. We are well versed in utilizing industry specific features within NetSuite ERP as well as integrating the 3rd party add-ons available.
Having performed thousands of client engagements across several industries, we have the knowledge and experience you can rely on in a business partner. Get help with finding, implementing and optimizing the right solution for your business.
- Accounting & Finance
- Advertising & Marketing
- Agriculture
- Biotech & Pharmaceuticals
- Computer / IT Services
- Computer Software
- Construction & Contracting
- Distribution & Wholesale
- eCommerce
- Education
- Energy / Utilities
- Engineering
- General Business
- Government
- Healthcare / Medical
- Health & Beauty
- Insurance
- Legal
- Logistics / Transportation
- Manufacturing
- Media / Publishing
- Nonprofit
- Professional Services
- Real Estate
- Restaurant / Hospitality
- Retail
- Telecommunications
NetSuite Solution Provider
Why Work With Fourlane
Fourlane is a Certified NetSuite Solution Provider, with over 5,000 clients who have trusted us to help them choose the right accounting and ERP software for their company. We have an experienced team of NetSuite ERP experts ready to help make your transition as smooth as possible, whether you’ve outgrown QuickBooks or are looking for a system that can keep up with your growth. In addition to implementation and support assistance, we offer robust consulting services including system design, implementation, reporting, & more.
We are proud to offer NetSuite to our clients for its affordable pricing model, and cloud-based ERP system, and so you can securely keep control of your data. We will help you every step of the way; sign up for a consultation to learn more.
What Our Clients Are Saying
Fourlane is a stellar organization as a whole. They are in it for the long haul and it shows. They positively revolutionized our entire accounting process. They’ve been very patient in the planning phase of our new ERP system. We’ve entrusted Fourlane with the future of our business and it’s been the best move we’ve made to date.
Gemma Goeas
We have been working with Fourlane for over three years now. They are wonderful and a pleasure to work with. They have improved our inventory management and month-end process tremendously!
Jonathan Miller
My Quickbooks company file was enormous, with some data corruption, so we needed to migrate to a new file. Fourlane had the expertise, tools, and friendly staff to get us set up with a new file, keeping important data, and purging the old data, all with minimal downtime. I put my company’s future in Fourlane’s hands, and they delivered!
John Costelli
Fourlane helped us convert from NetSuite to Quickbooks. I’m very impressed with the professionalism and competency of everyone at Fourlane, without exception. Fourlane is extremely knowledgeable and helpful. We had a short deadline and Fourlane in to make sure we were able to meet it, as well as to patiently explain the process.
Jim Roundtree
Make the move to NetSuite today, the #1 Cloud ERP software
FAQs About NetSuite CRM Software
NetSuite CRM is a cloud-based customer relationship management (CRM) software solution that helps businesses manage their customer interactions, sales processes, and marketing campaigns. It offers features such as lead management, opportunity tracking, customer support, and marketing automation.
NetSuite CRM seamlessly integrates with other modules within the NetSuite ERP system, including accounting, inventory management, and order management. This integration provides a unified view of customer data and enables cross-departmental collaboration.
Yes, NetSuite CRM includes lead generation and lead management capabilities, allowing users to capture leads from various sources, qualify leads based on predefined criteria, and track the progress of leads through the sales pipeline.
Yes, NetSuite CRM provides tools for managing customer interactions and communications, including email integration, contact management, and activity tracking. Users can log interactions, schedule follow-ups, and maintain a complete history of customer communications.
NetSuite CRM automates sales processes by providing features such as opportunity tracking, sales forecasting, and pipeline management. It helps sales teams prioritize leads, track opportunities through the sales cycle, and forecast sales revenue accurately.
Yes, NetSuite CRM includes marketing automation tools for creating, executing, and tracking marketing campaigns. It enables lead nurturing through targeted email campaigns, personalized messaging, and lead scoring based on engagement metrics.
Yes, NetSuite CRM includes customer support and service management features, such as case management, ticketing, and knowledge base management. It helps businesses deliver timely and effective customer support, resolve issues efficiently, and track customer satisfaction metrics.
NetSuite CRM offers mobile applications and responsive web interfaces that enable users to access CRM data and functionality from any device, anywhere. This supports remote work, field sales, and on-the-go customer interactions.
Yes, NetSuite CRM is highly customizable and configurable to meet specific business requirements. Users can customize fields, layouts, workflows, and reports to align with their unique business processes and preferences.
Yes, NetSuite CRM is scalable and suitable for businesses of all sizes and industries, from small and medium-sized enterprises (SMEs) to large enterprises. It offers flexibility and scalability to accommodate diverse business needs and growth trajectories.
