CRM 

NetSuite’s Customer Relationship Management (CRM) solution helps companies manage interactions with existing and potential customers, partners and suppliers, while bringing all this data together in one place. With all the features of a traditional CRM solution such as sales force automation (SFA), customer service management and marketing automation, as well as the ability to manage quotes, commissions, sales forecasts and partner relationships, NetSuite CRM offers a seamless flow of information throughout the customer lifecycle, from lead generation to opportunity, order, fulfillment, renewal, upsell, cross-sell and support. A reliable, accessible CRM is essential to the growth of your business, whether you’re adding purchases, processing delivery requests or managing supplier relationships.

Single view of customers

Case management

Marketing automation

Mobile management on the move

Real-time information flow

Analysis reports

Key benefits 

  • Centralize all data: Get a single view of all history, interactions and opportunities.

  • Sales engineers have all the information they need to understand a customer’s history and products, and provide effective assistance.

  • Real-time data, securely accessible from any device, improves the satisfaction of customer interactions and helps you maintain and build loyalty. Automate, simplify and track marketing activities in a single customer view.

  • Easily convert quotations into approved sales orders, and automate their processing with back-end financial systems.

  • Automate multi-channel marketing campaigns to align them with your sales efforts.
  • Centralize the management of opportunities, revenues, key contacts, notes and documents with NetSuite’s CRM solution for a complete overview. Give your sales managers access to leads and opportunities in progress, track every interaction, and convert opportunities into quotes and orders with ease.
  • Pre-built reports and dashboards are available for sales teams, and are fully customizable to suit the different roles of sales, marketing and service teams.
  • Offer a 360° view of customers within the customer service department.
  • Sales forecasting and quota management Reinforce reliability, predictability and confidence in the sales process with proactive incentive policies and commission programs and plans.

NETUITE CRM RESOURCES

What is Netsuite CRM?

NetSuite CRM is a cloud solution that simplifies sales, marketing and customer support, providing a unified view of customer interactions to improve engagement and performance.

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NetSuite Incentive Management

NetSuite’s Incentive Management enables companies to design, track and pay out sales commission plans.

Technical data

Netsuite CRM plus

NetSuite CRM offers powerful capabilities in a single cloud solution, including sales force automation, marketing automation, and customer service and support.

Technical data