NetSuite CRM

NetSuite’s Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time, 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

In addition to offering traditional CRM capabilities such as SFA, customer service management and marketing automation, NetSuite CRM delivers quotes, order management, commissions, sales forecasting and integrated ecommerce capabilities.

Customer Service Management

 

Case Management

Expedite resolutions by assigning, managing, and routing customer support cases across multiple communications channels, including phone, fax and web.

 

Knowledge Management

Organize and publish content easily allowing your customers and service reps to quickly track down the information they need.

 

Time Tracking

Ensure better visibility into case management with time tracking directly tied to the customer record. Service professionals can easily track time spent with a given client.

 

Customer Portal 

Provide your customers with highly personalized and interactive service on the portal—boosting customer satisfaction and retention.

 

Marketing Automation

 

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.

 

Website Search Engine Optimization

Connect 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.

 

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.

 

Leading Page & 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.

 

Mobile

 

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.

 

SuitePhone Browser Access

SuitePhone increases mobile user productivity with a desktop-caliber experience on the go – delivering NetSuite functionality from any iOS, Android or Windows mobile device. With SuitePhone, users of iPhone, iPad, Nexus, Windows and other recent smart phones or tablets can perform key tasks in NetSuite, such as managing leads, checking forecasts, generating quotes and orders, or creating expense reports.

 

Partner Relationship Management

 

Lead Management

Enable your partners to register, track their leads, measure acquisitions costs and conversion rates to gain insight into joint marketing efforts.

 

Joint Demand Generation

Support your partners' marketing efforts with marketing campaign tracking capabilities, which allow you to monitor and optimize channel programs.

 

Joint Selling

Enable resellers to place and track orders without having to work through your internal sales staff while providing complete visibility and transparency.

 

Knowledge Management and Sharing

Empower partner organizations to sell and service your customers more effectively by giving them access to relevant information.

 

Sales Force Automation

 

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.

 

Quote and Order Management

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.