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Everything You Need To Know About NetSuite CRM

NetSuite CRM

NetSuite’s Customer Relationship Management (CRM) solution is one of the biggest cloud solutions that deliver a 360-degree view of existing and potential customers in real-time.

From managing sales orders, fulfillment, leads, upsell, and cross-sell opportunities to renewal and support, NetSuite CRM facilitates a seamless flow of information across departments and the entire customer lifecycle.

Stepping up the CRM game with NetSuite CRM+, the software solution delivers powerful CRM capabilities, including marketing automation, Sales Force Automation (SFA), e-commerce integration, and customer support and service, all in a single cloud-based CRM solution.

The features that set NetSuite apart are its sales performance management, partner management, and order management functionalities. NetSuite CRM+ can also integrate with existing ERP investments.

Let’s look at some of NetSuite CRM’s features in detail:

Powerful Sales Force Automation

NetSuite CRM SFA software empowers your sales team with integrated sales processes, ranging from quote management and NetSuite order management to sales forecasting, sales commission, and fulfillment.

Unlike its competitors, NetSuite’s SFA solution gives your sales team complete visibility into all aspects of customer relationship including back-office information like inventory and contracts as well as support cases. Additionally, it gives managers and sales reps better insight with real-time dashboards to properly set customer expectations.

NetSuite CRM also offers sophisticated document management capabilities that improve sales efficiency and provide you with a complete view of all the opportunities and leads in the pipeline.

Advanced Sales Forecasting

With NetSuite CRM+, you get advanced quote management and forecasting capabilities that build predictability, trust, and reliability in the sales process.

  • Users can use the forecast categories to categorize transactions based on opportunities, estimates, and quotes.
  • You can use probability-based forecasting to determine the measurement of pending quotes and opportunities and make adjustments accordingly.
  • With order management capabilities, you have access to projections of recurring revenue in variances and forecasts.

Customer Service and Support

Serve customers quickly and efficiently with NetSuite’s real-time dashboards and online self-service capabilities.

NetSuite’s case management feature automates the processes related to customer support case assignment and escalation. NetSuite CRM supports routing and tracking of cases based on the issue, product, partner, case type, or customer. It also offers knowledge base features that aid customer reps in training and education.

NetSuite CRM

If you wish to make the most of your NetSuite CRM, including its role-based dashboards, analytics, and reporting features, get in touch with leading NetSuite Implementation providers, Ravenstone Solutions.

We work closely with businesses across different industries, helping them with everything from NetSuite implementation to NetSuite Integration Services, customization, training, and support.

Contact us at 1(800) 459-7128 today for more information.

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