NetSuite Customer Relationship Management (CRM)
What is NetSuite CRM?
NetSuite’s Customer Relationship Management (CRM) solution helps companies manage interactions with current and potential customers, partners and suppliers in a single place. With all the capabilities of a traditional CRM solution, such as sales force automation (SFA), customer service management and marketing automation, plus the ability to manage quotes, commissions, sales forecasts and partner relationships, NetSuite CRM provides a seamless flow of information across the entire customer lifecycle — from lead all the way through opportunity, order, fulfilment, renewal, upsell, cross-sell and support.
Make the most of your customer experiences
Unified Customer View
A single view of your customer across all channels provides access to updated, real-time data into all preferences, transactions, interactions.
NetSuite CRM Features
Accelerate productivity and provide relevant and personalised brand experiences with a single CRM solution for marketing, sales and service teams.
Sales Force Automation
Provide your sales organisation with integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfilment and commissions. Sales teams get visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts and inventory.
Marketing Automation
Target, build, execute and measure the success of marketing campaigns — taking the complexity out of lead qualification and conversion. Track and measure a prospect's activity, identify when a lead meets known buyer-readiness conditions and pass that lead to sales as soon as it meets your predefined criteria.
Customer Service Management
Create and automate case management processes so that customers can submit cases online, review the status and reply with follow-up communications. An online knowledge base helps customers get the answers they need.
Partner Relationship Management
Enable real-time information flow between you and your partners. Maintain full control over 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.
Mobile
View, enter and update key customer and sales data directly from a tablet or mobile device. Users can manage everyday activities, such as viewing calendar reminders, logging call notes and creating quotes, and submit time sheets and expenses with easy snap-and-attach receipts.
Customer Visibility
The NetSuite Customer 360 dashboard brings together key customer information and insights in one place. With information being pulled from across the suite, it provides everything you need to know about your customer, such as sales performance, recent activity, and key performance indicators (KPIs) like customer lifetime value and customer profitability.
Reporting and Analytics
Built-in reporting, real-time analytics and role-based dashboards enable sales, marketing and service teams to continuously monitor performance. Sales can access personalised goals, such as achieved versus quota and sales pipeline by stage. Customer service teams can measure case trends and client satisfaction. Marketing can examine acquisition, engagement and conversion metrics for individual campaigns.
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With NetSuite CRM we’ve consolidated our customer information into a single platform giving all our teams access to real-time customer insights. The system enables us to have more personalised interactions, offer better customer service and has significantly boosted our sales team’s productivity.
NetSuite CRM Benefits
Challenges NetSuite CRM Solves
Faster Time to Value
NetSuite has packaged the experience gained from tens of thousands of worldwide deployments over two decades into a set of leading practices. These practices pave a clear path to success and are proven to deliver rapid business value and get you live on NetSuite in a predictable timeframe. Intelligent, stepped implementations begin with sales and span the entire customer lifecycle, so there’s continuity from sales to services to support.
How Much Does NetSuite CRM Cost?
Companies of every size, from pre-revenue startups to fast-growing businesses, have made the move to NetSuite. Looking for a better way to run your business but wondering about the cost?
Users subscribe to NetSuite for an annual licence fee. Your licence is made up of three main components: core platform, optional modules and the number of users. There is also a one-time implementation fee for initial setup. As your business grows, you can easily activate new modules and add users — that’s the beauty of cloud software.
NetSuite CRM is included with the NetSuite platform. Every employee that accesses NetSuite CRM needs their own user licence.
Resources
Data Sheets
Access specifications, features and benefits of NetSuite CRM.
Customer Stories
Spark ideas with success stories from NetSuite customers.
- Grace Loves Lace Delivers a Delightful Customer Experience in 80 Countries With NetSuite CRM
- Extel Engineers Global Success With Precision Products
- GLC Expands Its Telecom Business With More Accurate Inventory Management and Forecasting
- MVGX Automates Financial Processes in NetSuite, Creating More Capacity to Innovate in Sustainability
Product Demos
See NetSuite CRM in action.
Essential Learning
Discover best practices and learn more about NetSuite CRM from beginner to advanced levels.