NetSuite CRM+
Let your sales force sell, not manage data and create reports
What is a CRM?
A Customer Relationship Management (CRM) software can be used minimally to track customers interactions and in a greater way to automate the entire sales process. To understand how it works imagine the following scenario:
Sales rep ABC shows up on Tuesday and opens the CRM. In it, there is a call list for the day. As the software automatically dials the next customers, it opens the customer dashboard on which can be seen last order, outstanding payments, average days to pay, open sales opportunities and history of last interactions. Sales rep ABC clicks on the open opportunity as the call is picked up and the customer agrees to the quote that was sent. Through one click, the quote is converted to a Sale, it is pending fulfillment and Sales rep ABC can move on to the next call.
Features
OPPORTUNITY MANAGEMENT
Standardize best practices for winning deals by linking your sales process and the customer buying process.
SALES FORECASTING
Make sales more predictable with real-time forecasting and a system of checks and balances that triangulates the sales forecast.
Streamline the quote and order process with a fully integrated quote-to-order, cash and fulfillment solution.INCENTIVE COMPENSATION MANAGEMENT
Provide visibility into accurate sales compensation calculation—ensuring the sales team spends more time selling and less time double-checking their commissions.
LEAD REPORTING AND ANALYTICS
Get complete insight into your marketing programs—by program type, lead source, and promotions—in real time. Seamlessly track lead-to-revenue to measure ROI of lead generation programs.
CAMPAIGN AND EMAIL MANAGEMENT
Create and track highly targeted marketing campaigns. Manage end-to-end mass email campaigns, including database management, target list creation, email personalization, and SPAM-compliant auto-unsubscribe capabilities.
WEBSITE SEARCH ENGINE OPTIMIZATIONConnect with your customers early in the buying cycle with search-engine-friendly pages and get high rankings in search engines for dynamically generated web pages.
LANDING PAGE AND FORMS
Create landing pages with an easy-to-use, drag and drop interface. Build reusable templates to create a consistent look and feel. Form submission instantly creates leads in CRM system for immediate sales follow up.
NETSUITE FOR IPHONE
NetSuite for iPhone, a native iPhone application, is available as a free download from the Apple App Store giving on-the-go business users complete and personalized access to NetSuite’s integrated business management suite. This includes dashboard synchronization of KPI metrics, scorecards and graphs, as well as complete record support including creation and modification. You can conduct business on the go, including sales order approvals, estimate conversions, billings and more. NetSuite has taken mobility to the next level. NetSuite’s iPhone app now offers Apple Watch integration. Just glance at your watch and you’ll see key alerts anytime, anywhere.
NETSUITE FOR ANDROID
NetSuite for Android, a native Android application, is available as a free download from Google Play giving on-the-go business users complete and personalized access to NetSuite’s integrated business management suite. This includes dashboard synchronization of KPI metrics, scorecards and graphs, as well as complete record support including creation and modification. You can conduct business on the go, including sales order approvals, estimate conversions, billings and more.
Benefits
BOOST SALES PRODUCTIVITY
Enable effective collaboration and team selling to streamline the sales cycle.
GAIN REAL-TIME VISIBILITY
Get visibility into pipeline and forecasts making sales more predictable.
A true 360-degree view of the customer, including sales, support cases and financial transactions.EFFICIENT ACCOUNTS MANAGEMENT
Create a holistic view of all accounts and their contacts with related activities in a single view.
EFFECTIVE MULTI-CHANNEL CAMPAIGN MANAGEMENT
Streamline execution of marketing campaigns across multiple channels, including website, email, events and social media.
IMPROVE SALES COLLABORATION
Align marketing and sales goals to improve collaboration by quickly converting leads into customers.
Deliver highly relevant content to prospects at the right time guiding them through the buying cycle.GAIN REAL-TIME VISIBILITY
Gain insight into campaign performance and ROI with analytics.