Make the most of your customer experiences

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, fulfillment, renewal, upsell, cross-sell and support.

Engaging, Relevant Experiences

A unified view of customer preferences, transactions and interactions enables sales, marketing and support teams to deliver consistent and relevant experiences across all touchpoints. Enhance the shopping experience with native integration between NetSuite CRM and commerce systems.

Supercharge Sales Performance

Equip sales with real-time access to prospect, customer and order records. With integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commission, sales performance is greatly improved.

Superior Customer Service

Give everyone who interacts with customers — sales, support and service — access to updated, real-time data. NetSuite’s 360-degree customer view gives your service and support reps better visibility into customer issues and enables them to provide a consistent service experience across touchpoints.

NetSuite CRM Features

Accelerate productivity and provide relevant and personalized brand experiences with a single CRM solution for marketing, sales and service teams.

Sales Force Automation

Provide your sales organization with integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment 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.

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 personalized 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.

NetSuite CRM Benefits

• Single Data Source. A single view of a customer across all channels provides complete visibility into all online, in-store and phone transactions and interactions.
• Improved Sales Performance. Get visibility into pipeline and forecasts and streamline the sales process with a fully unified quote-to-order, cash and fulfillment solution.
• Effective Campaign Management. Streamline execution of marketing campaigns across multiple channels.
• Increased Customer Satisfaction. Support teams can access customer information anytime, anywhere to drive customer satisfaction and retention.