NetSuite CRM Module

Sales, marketing and service teams can monitor their performance with built-in reporting, real-time analytics and role-based dashboards that show them where they stand. Sales can measure their chances of achieving goals like “achieved versus quota” and the sales pipeline by stage. Service teams can track case trends and client satisfaction levels. Marketing can see which campaigns are gaining traction by examining acquisition, engagement and conversion metrics for individual campaigns.

Give your sales team integrated processes for selling, from opportunity, upsell, and quote management to sales forecasting, order management, fulfillment and commissions. They’ll have visibility into every aspect of the customer relationship—including support cases and back-office information such as contracts and inventory.

Target, build and execute the most effective campaigns. Take the complexity out of lead qualification and conversion by tracking and measuring a prospect’s activity, identifying when a lead meets known buyer-readiness conditions and passing that lead to sales as soon as it meets your predefined criteria.

NetSuite’s unified cloud solution gives everyone who works with customers — sales, support, service, and fulfillment — access to customer information that’s updated in real-time. That unified view empowers employees to support their customers better while driving upsell and cross-sell opportunities.

NetSuite’s CPQ capabilities enable sales teams to price and quote complex products and services with complete accuracy, reliability, and speed—all directly within their own systems.

You can view, enter, and update key customer and sales data with a tablet or mobile device. You can easily manage everyday activities—such as viewing calendar reminders, logging call notes, and creating quotes—and submit timesheets and expenses.

Make the most of your relationships with your partners. Control every element of the partner-focused sales and marketing process, including joint marketing campaigns, lead management, sales forecasting, pipeline management, order processing, and partner commissions and royalties.