NetSuite CRM allows enterprises to automate the opportunity-to-cash process and manage CRM activities across divisions and subsidiaries. It provides global visibility into and management of every aspect of CRM, including marketing campaigns, sales opportunities, forecasts, customer service, partner management and more.

NetSuite Cloud CRM Features

NetSuite Cloud CRM+ provides SFA that equips the sales team with an accurate record of each opportunity and its status, a complete view of the prospect and real-time access.

  • Improves sales efficiency with sophisticated document management capabilities to build and maintain a sales portal.
  • Enables the sales team to manage opportunities across status, potential revenue, key contacts, notes, related documents and more.
  • Provides sales managers with a complete view of all leads and opportunities in the pipeline.

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

  • Enables execution and tracking of campaigns rapidly 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 execution to measurement—in one system.
  • Features full reporting and drill-down to analyze campaign statistics and ROI from the start of a campaign to the final order transaction.
  • Supports upsell marketing through analysis of historical purchasing combinations.

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

  • Case management automates the business processes associated with customer support case assignment, management, and escalation.
  • Supports routing and tracking support cases according to a product, issue, case type, partner or customer.
  • Knowledgebase helps customers get the answers they need, aids customer rep training and education, and drives service consistency.
  • Real-time dashboards and reporting to monitor resolution metrics, renewals, and customer satisfaction.

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

  • Lead management enables partners to register and track their leads.
  • Supports accurate, up-to-the-minute partner sales forecasts.
  • Provides full visibility into all of your partners’ leads, orders and sales activities.

Other NetSuite Products

Today’s successful companies are agile and responsive to their customer’s needs. Where possible, they’ve replaced manual processes with automated ones, so they can respond quickly.

NetSuite’s Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time, 360-degree view of your customers.

NetSuite Cloud 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.

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