Benefits of using NetSuite CRM

Today’s successful businesses are agile and responsive to the needs of their customers. Where possible, they have replaced manual processes with automated ones so that they can react quickly.

NetSuite CRM + offers powerful customer relationship management (CRM) features, including sales force automation (SFA), marketing automation, customer support and service, e-commerce, and flexible personalization, all in one NetSuite implementation. And unlike traditional CRM solutions, NetSuite CRM + includes efficient management of sales, orders and partners.

NetSuite CRM + can also integrate with your existing ERP investments.

Strengths of the solution

Powerful Sales Force Automation: NetSuite CRM + provides SFA who equips the sales team with an accurate record of every opportunity and its status, a full perspective view, and real-time access to every detail.

• Improves sales efficiency with sophisticated document management features to create and manage a sales portal.

• Allows the sales team to manage opportunities based on status, revenue potential, key contacts, notes, related documents, etc.

• Provides sales managers with a complete view of all current leads and opportunities.

• Comprehensive contact and activity management ensures sales have the tools to capture detailed records of all interactions.

• Enables the sales team to convert opportunities to offers and then to orders with one click.

Key Benefits

NetSuite CRM + provides transparent information flow throughout the customer lifecycle.

• Streamline fundraising processes.

• Increase productivity across the business with 360 degree view of your customers.

• Improve sales performance by managing forecasting, upselling and commissions.

• Manages global sales and service organizations.

Advanced Sales Forecasting and Quota Management

 NetSuite CRM + ‘s advanced forecasting and quote management capabilities enhance reliability, predictability and confidence in the sales process.

• Opportunities, Quotes, and Estimates include a forecast category that allows users to categorize the deal appropriately.

• Probability-based forecasting provides a weighted measure of opportunities, quotes, and pending orders, with the ability to make adjustments.

• Order management capabilities provide actual sales and recurring revenue forecasts in the form of forecasts and variances.

Automated management of incentive compensation

NetSuite CRM + offers flexible sales compensation management, freeing the business operations team from tedious compensation calculations.

• Easily set up sophisticated sales commission rules based on quota, sales, quantity, profitability, and other criteria.

• Establish flexible commission schedules – short-term, monthly, quarterly or annual “SPIFs”.

• Integrates the integrated payroll functionality of NetSuite or your existing payroll solution.

Comprehensive Sales, Quote, and Order Management

The sales team can easily convert accurate quotes into approved sales orders, which are then sent to your financial system for processing.

• Includes intelligent management of upselling in the order entry process to provide recommendations based on previous buying habits.

• Improves quote and order accuracy by including automated tax and shipping rate calculations, pricing and discount rules.

• Speed up the order management process with online approval and workflow management.

Out-of-the-box marketing automation

 NetSuite CRM + automates your entire marketing process across all channels, allowing you to better align campaigns and programs with your sales efforts.

• Enables the execution and monitoring of campaigns quickly and in real time to maximize the value of your leads and opportunities.

• Automates lead capture from multiple sources including websites, search engines, email, direct mail, and events.

• Delivers email marketing – from creation to measure to execution – in one system.

• Comprehensive reporting and detailed analysis capabilities to analyze campaign statistics and ROI from the start of a campaign to the final order transaction.

• Support for incentive marketing by analyzing historical purchase combinations.

Customer service and support

NetSuite’s call center capabilities allow you to serve customers quickly and efficiently with a 360-degree customer view.

• Case management automates the business processes associated with the assignment, management and escalation of customer support cases.

• Support routing and tracking of support cases based on product, problem, case type, partner or customer.

• It helps clients get the answers they need, facilitates training and education for representatives, and promotes consistency of service.

• Real-time dashboards and reports to monitor resolution metrics, renewals and customer satisfaction.

• Online self-service allows for submission of customer records, status tracking, communications, and more.

Real-time dashboards, reports, analytics, and planning

 NetSuite developer provides integrated, real-time, role-based dashboards, reports, and analytics, enabling your sales, marketing, and service teams to:

• Monitor personalized Key Performance Indicators (KPIs) and access the latest reports as part of their daily activities.

• KPI scorecards allow continuous measurement of sales performance.

• Sales teams get instant access to key metrics such as achievement against quota, actual forecast against sales, sales pipeline by stage.

• Service teams can quickly monitor key metrics related to call resolution times, customer satisfaction and renewals, call volumes and trends, and more.

• Marketing teams get instant measurements of the number of visitors close to the website, trends in lead generation, customer acquisition.

Mobile access anytime and anywhere

NetSuite apps for mobile devices –NetSuite app for iPhone, blackberry or Android (provided by NetSuite and NetSuite partners) – ensures access to the real-time business information they need.

  • Access the latest economic reports and metrics.
  • View, enter and update key customer and sales data.
  • Recording of time and expenses (including images that are easy to attach and attach to receipts).
  • Management of activities: calendar, tasks, calls.
  • Integration with the e-commerce platform: NetSuite CRM + integrates with NetSuite’s e-commerce platform, providing a unique system for recording customer information and interactions, as well as customer business transactions. This integrated solution allows you to monitor and measure everything that is happening online and automatically capture every interaction with a customer or prospect.
  • Allows the capture of micro-interactions, including a quick visit to a website.
  • Improves sales efficiency by providing greater visibility into the products or services that an existing customer can research.
  • Website Improves customer experience by eliminating the need to reconcile data between CRM and e-commerce applications.
  • Partner Relationship Management: NetSuite CRM + offers full control over every element of the partnering process, including joint marketing campaigns, lead management, pipeline management, order fulfillment as well as commissions and royalties.
  • Lead management allows partners to register and track their leads.
  • Supports accurate and up-to-date partner sales forecasts.
  • Offers full visibility into all leads, orders and business activities of your partners.
  • Website Improves customer experience by eliminating the need to reconcile data between CRM and e-commerce applications.

Partner Relationship Management

NetSuite CRM + offers full control over every element of the partnering process, including joint marketing campaigns, lead management, pipeline management, order fulfillment as well as commissions and royalties.

  • Lead management allows partners to register and track their leads.
  • Supports accurate and up-to-date partner sales forecasts.
  • Offers full visibility into all leads, orders and business activities of your partners.
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Christophe Rude

Christophe Rude

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