NetSuite Sales and Marketing Automation

NetSuite's sales force automation (SFA) software powers your sales organization with the most integrated out-of-the-box SFA capabilities available.

NetSuite's SFA drives your business performance with a totally seamless NetSuite sales process, from opportunity, up-sell, and quote management to sales forecasting, order management, NetSuite marketing automation, fulfillment and even sales commissions. Planning and executing the right marketing programs is a critical first step in building a robust sales pipeline. Where most companies fall short is in making that vital link between marketing campaigns and sales execution.

Key Benefits

  • Gain real-time and accurate visibility into pipeline and forecasts
  • Boost sales efficiency by effectively collaborating with team selling
  • Monitor sales team performance against quotas based on real-time invoices and cash sales collected by your accounting team
  • Increase the value of your customer relationships with a true 360-degree view of the customer, including all sales interactions, support cases, and financial transactions
  • Streamline all marketing processes with a scalable end-to-end marketing automation solution
  • Rapidly create and streamline the execution of multi-channel campaigns
  • Gain real-time visibility into the complete marketing process, from campaign creation and execution to sale.


Opportunity Management

  • Make the most of every sales opportunity-and maximize ROI on your marketing dollars-by viewing all opportunities either as aggregate lists or as detailed individual records
  • Use competitor tracking functions to see which deals you've lost and which you've won, and use that business intelligence to educate your sales personnel
  • Give sales reps access to all the discounting and customer-specific pricing rules that typically live in other systems-without requiring them to exit the application
  • Improve responsiveness to all sales inquiries, driving return sales, and boosting customer loyalty
  • Track multiple leads within the same company separately, getting insight into each contact, conversation, and unique opportunity
  • Monitor the progress of each customer transaction-from initial contact to the close of the sale to post-sale support.


Customer Management

  • Gain a complete 360-degree view into customer and prospect records for better sales insight
  • Leverage deep knowledge of your customers to improve customer satisfaction and loyalty
  • Boost the value of your customer relationships by proactively selling to their specific needs
  • Provide broad-based expertise to your customers by enabling and managing team selling from your sales force.


Sales Forecasting

  • Make sales more predictable with real-time forecasting and a system of checks and balances that triangulates the sales forecast
  • Fine-tune forecast accuracy with forecast categories and the ability to enter a sales range for each open deal
  • Overcome inaccurate sales process probability logic, sales rep sandbagging, and other dynamic challenges that cloud sales forecasting with "mood ring" forecast overrides
  • Stay current with up-to-the-minute forecast and sales results on your dashboard with real-time key performance indicators (KPIs) and graphical report snapshots
  • Effectively manage sales teams with flexible, hierarchical sales management portlets
  • Get true forecast visibility-into more than just pipeline-with integrated order management that includes actual sales and projections of recurring revenue in forecasts.


Incentive Compensation

  • Improve sales operations productivity with simplified compensation plan management
  • Reduce sales "shadow accounting" and improve retention by reducing commission errors
  • Motivate your sales force by easily creating new sales incentives
  • Get better bang for the buck from the commission budget by analyzing commission spend
  • Provide visibility for sales teams to see summary and detail commission reports and forecast their earnings, integrated into their sales dashboard and SFA activities.


Lead Management

  • Capture leads from multiple sources, including websites, direct mail, and trade shows
  • Improve the alignment of your marketing organization with your sales teams
  • Deliver leads faster to improve sales execution and shorten sales cycles
  • Build an end-to-end process that ensures accurate delivery and management of leads, from capture to close
  • Automate lead processing and sales territory management, thus eliminating the need to assign each individual record manually-saving time, money, and energy
  • Assign leads based on the business rules you set, eliminating conflict over which sales person owns which lead or territory.


Campaign Management

  • Create, execute, and track campaigns rapidly and in real time to maximize the value of your leads and opportunities
  • Translate campaigns into cash: Track not only how many new opportunities each campaign generates, but how many actual orders are placed as a result of the campaign
  • Better understand which campaigns worked, which did not-and why-so that you can continuously improve your processes
  • Segment customer data to deliver a true one-to-one platform for marketing your products and services
  • Assess how well each of your promotions is doing in real time-and make adjustments on the fly-to stay ahead of the competition
  • Execute, manage, and monitor campaigns across multiple channels and get a single view of campaign events.


Email Marketing Software

  • Manage e-mail marketing-from creation to execution to measurement-in one system, eliminating the need to juggle multiple systems or third-party vendors
  • Create and execute high-volume mass e-mails that allow you to reach the widest possible audience
  • Use capabilities such as target group creation, e-mail merge, sophisticated data cleansing and de-duping, as well as wrap-around performance measurement
  • Using built-in reports, analyze campaign statistics and ROI from the start of the campaign promotion to the final order transaction.


Keyword and SEO Marketing

  • Measure the effectiveness of your paid search campaigns in real time along with all the other campaigns-at the keyword level-with end-to-end tracking from click to conversion
  • Analyze leads, conversion rates, conversion costs, customers, revenue, and ROI more effectively by keyword and search engine for more profitable campaigns
  • Identify both successful and problematic keywords and search engines, and then reallocate your budget accordingly
  • Track results from leads, even if the purchase occurs months later or offline.


Web to Lead Forms

  • Employ easy-to-use customization tools to quickly create web to lead forms that can be used as landing pages
  • Manage leads and customer information coming from the web, based on your unique business requirements
  • Use tracking features to see the source of each lead at both the lead and opportunity level
  • Combine lead management with a full view of customer data to assess campaign effectiveness.

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