NETSUITE CRM

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 CRM

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.

NetSuite CRM

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 Enterprise 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 successful 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.

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.

NetSuite Sales Force Automation

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.

NetSuite CRM Benefits

Single Data Source

A single view of a customer across all channels provides complete visibility into all online, in-store and phone transactions and interactions.

Increased Customer Satisfaction

Support teams can access customer information anytime, anywhere to drive customer satisfaction and retention.

Improved Customer Relationships

Gain a complete view of the customer, including sales, support cases and financial transactions.

Improved Sales Performance

Get visibility into pipeline and forecasts and streamline the sales process with a fully unified quote-to-order, cash and fulfillment solution.

Higher Sales Productivity

Unify­ sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commissions.

Efficient Account Management

Create a holistic view of all accounts and their contacts, with related activities, in a single dashboard.

Effective Campaign Management

Streamline execution of marketing campaigns across multiple channels.

Real-Time Visibility

Timely insights into pipelines and forecasts make sales more predictable.

Quote and Order Accuracy

Customizable business logic prevents configuration errors, saving time and money on double and triple checks and reworking orders.

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 CPQ

NetSuite Marketing Automation

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.

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.

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.

NetSuite Mobile CRM

NetSuite Customer Service Management

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.

Deliver Excellent Customer Experiences With NetSuite CRM