In the age of digital services and transactions, one of the constants that can make the difference between a sale and a missed opportunity is customer service. However, managing these important relationships can be difficult without the right tools. Customers demand quick replies, customized solutions, and a competent support team to help them. That’s where CRM technology comes in. NetSuite provides one of the most comprehensive and intuitive CRM platforms on the market.

What is NetSuite CRM?

NetSuite Inc. is a leading cloud-based software company that provides software and services to manage business operations and customer relations. One of the strongest products they offer is CRM software. NetSuite CRM strives to provide a holistic view of the client, from lead generation to prospect interaction, sales order processing, and post-sales support. You can manage tasks in their CRM such as:

• Salesforce automation
• Customer service tools
• Marketing tools
• Managing quotes
• Viewing commissions
• View customer preference
• Customer interactions
• Customer transactions
• Sales forecast
• And more!

What Does NetSuite CRM Offers?

We’ve already started to talk about what NetSuite CRM offers to its customers, however, their feature set and tools are expansive. You can handle customer interaction from end to end. You don’t have to switch between platforms. Let’s break it down.

Sales Force Automation (SFA)

SFA includes services like lead nurture management, customer management, sales forecasting, and pipeline management. Managers are able to view in real-time the sales team’s activities, helping to streamline operations, improve sales performance, and increase productivity. You’ll also be able to view items such as contracts and inventory within the software as well.

Customer Service Management

One of the most important aspects of any CRM is the ability to provide timely service to customers. Customers can submit cases online through an online portal. Managers can then assign and manage these cases between team members. You’ll also have items like:

• Order status tracking
• Past history cases
• Order history
• Tracking cases by type, product, issue, or specific customer
• Automatically assign cases based on predetermined rules to better help customers and staff
• Customers can view and pay invoices in the customer payroll

Marketing Automation Tools

Marketing is another key aspect of any CRM platform. Fortunately, NetSuite is up to the challenge with marketing tools that are right in the software. Some of the most important features include:

• Tracking campaigns across channels such as email, social media campaigns, and traditional direct mail campaigns.
• Segment audience, personalize emails, and schedule campaigns.
• Capture leads from different sources and score them.
• Analytic and reporting tools to measure ROI
• Salesforce integration

Partner Relationship Management (PRM)

Work with partners across departments and activities. It offers capabilities for running joint marketing efforts, managing leads, projecting sales, and managing commissions. NetSuite’s CRM promotes collaboration by giving partners access to marketing resources, sales tools, and real-time performance indicators.

Mobile Integration

Have a workforce that is constantly on the goal and needs to work remotely? Employees can access NetSuite CRM across mobile devices and tablets. View calendar reminders, log notes, create quotes, handle timesheets, and more all directly from your phone.

E-commerce Integration

The platform integrates natively with NetSuite’s e-commerce features, allowing for a single approach to managing both online and offline consumer interactions. This guarantees that the consumer experience is uniform across all channels, from the web to the sales floor, and allows organizations to use cross-channel analytics to increase sales and customer loyalty.

Analytics and Reporting

NetSuite CRM features strong analytics and reporting tools that deliver real-time information about sales success, customer trends, and marketing effectiveness. Customizable dashboards, role-based dashboards, and reports enable firms to track key performance indicators (KPIs) and make data-driven decisions and strategic plans.

The Benefits of NetSuite CRM

Here are some of the most common benefits companies can expect from NetSuite CRM

Holistic View

NetSuite CRM offers a 360-degree view of the customer by combining data from sales tools, customer service, marketing tools, and metrics. This unified platform ensures that departments have real-time access to the same information, allowing for more personalized customer interactions, increased customer satisfaction, and loyalty. Not to mention, you can track effectiveness among different parts of your business whether that be sales emails or customer support cases.

Enhanced Sales Performance

With NetSuite, all the tools you need are integrated for you to succeed. The sales processes from opportunity, upsell, and quote management to sales forecasting, order management, fulfillment, and commissions are all in one easy-to-navigate platform.

Provide Superior Customer Service

You’ll be able to provide specialized care with tools like customer history and automation to make sure the customer’s needs are met on time. Furthermore, NetSuite’s modular design and subscription-based strategy enable organizations to scale their CRM solution as they expand, adding additional features and users without incurring major upfront costs.

Data-Based Decisions

NetSuite CRM’s built-in analytics and reporting capabilities offer businesses the knowledge they need to make informed decisions. Customizable dashboards provide real-time insight into sales trends, customer behavior, and marketing success, assisting leaders in identifying potential for development and areas for improvement.

Should Companies Use NetSuite CRM?

Companies should use NetSuite CRM because it can make the difference in supporting customers and capturing new leads. Here are some important reasons you should use NetSuite CRM.

Comprehensive Customer Lifecycle Management

NetSuite CRM offers solutions for the whole customer lifecycle, from lead creation to post-sales support and beyond. This holistic strategy ensures that businesses can manage and develop client relationships at all stages, resulting in higher customer satisfaction and loyalty. Combine multiple facets of your customer strategy into one software.

Real-Time Insights

Real-time data and analytics provide businesses with immediate insights into customer behavior, sales success, and marketing efficacy. This visibility promotes informed decision-making by enabling organizations to quickly modify plans in response to market demands or operational insights.

Better Productivity

The integration of sales, marketing, and customer service functions within a single platform eliminates data silos and streamlines processes. Teams can work together and manage multiple products without having to switch between platforms.

A Scalable Solution

NetSuite CRM’s cloud-based design provides the necessary scalability without requiring major upfront IT infrastructure investments. Companies may quickly add additional features and users as their needs change.

Combine Marketing and Sales

By providing a unified platform for sales and marketing teams, NetSuite CRM ensures that you save time and money when trying to close that sale.

A Suite of Products

While this article is focused on NetSuite CRM, they also have a wealth of other tools and facets that your business can tap into such as:

• ERP
• Human Resources
• Project Accounting
• And so much more!

Pricing for NetSuite CRM

While NetSuite does provide a free product tour, most of their CRM pricing is custom because each customer’s needs are different. This allows customers to mix and match the correct services for them at the price point they can afford. The best way to get pricing for their software is to talk with an agent at NetSuite.

Ready to try out NetSuite CRM or want to learn more? You can check them out here: