Give your teams the real-time data they need with NetSuite
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. Get a free product demo and price quote today.
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.
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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.
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.
Track and measure a prospect’s activity, identify when a lead meets known buyer-readiness conditions, and pass that lead to sales as soon as it meets your pre-defined criteria.
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.
That unified view empowers employees to better support your customers while driving upsell and cross-sell opportunities.
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.