NetSuite CRM
Available when implementing your NetSuite ERP and housing all the capabilities of a traditional CRM solution, NetSuite CRM manages interactions with current customers, prospects, partners, and vendors.
Thanks to a unified system, NetSuite CRM streamlines information across the entire customer lifecycle: lead, opportunity, order, fulfillment, renewal, upsell, cross-sell, and support. This platform offers the capability to automate sales processes, manage customer service, and enhance automated marketing as well as manage quotes, commission structures, sales forecasts, and partnerships.
In a time when sales and marketing are more valuable than ever, investing in customer relationship management, or CRM, software is crucial for business success.
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Customer Relationship Management (CRM) Software
A customer relationship management (CRM) system is software that manages an organization’s client and prospect relationships.
It’s the ideal solution for growing business relationships, which in turn, help grow your business. Avoiding unnecessary manual management, a CRM keeps companies connected to customers all while streamlining processes between internal and external parties.
Thanks to technology advancements, CRM platforms like NetSuite CRM software have evolved to include more than the management of contacts, sales, and productivity. They are now used to oversee a full customer lifecycle management process, spanning across departments: marketing, sales, digital commerce, and customer service.
What is NetSuite CRM?
Known predominantly as an ERP software, Oracle NetSuite CRM is so much more than an accounting system. From add-on modules to customizations to built-in applications, it’s a powerful NetSuite CRM system that extends well beyond operational processes.
As businesses increasingly invest in ERP systems, it’s no surprise that they want a solution that does it all. Of course, this is hard to find and will require certain integrations, but NetSuite CRM capabilities come close, servicing more than meets the eye.
Sales and marketing teams can revel in the fact that NetSuite CRM features a wide range of components that are extremely useful for managing customers, prospects, and everything in between.
For those within your company who interact with customers, customer service, sales, account managers, a CRM provides them with real-time, updated data on each customer.
NetSuite’s integrated ERP and CRM solution gives support teams a bird’s-eye view of any issues and enables employees to pinpoint the problem in order to solve it appropriately.
On the sales side, business functions can be greatly improved with access to records that span prospect, customer, and order data. This improves upsell opportunities, sales forecasting, fulfillment, and commission tracking.
Marketing teams benefit from accurate data on customer preferences, transactions, and interactions, allowing them to deliver consistent, targeted content across the lifecycle.
If you’re managing an eCommerce business, integrations between NetSuite CRM and third-party commerce applications can enhance a customer’s experience two-fold.
Core NetSuite CRM Functionalities
Sales Force Automation (SFA)
Automation is crucial for growth. For an organization that relies heavily on sales teams, SFA gives visibility into every part of the customer relationship — from support cases to inventory.
Marketing Automation
Target, build, launch, and measure campaigns, track contact activity, and identify when a prospect is ready for sales.
Customer Service Management
Automated case management, online submission forms, and FAQs ensure quick responses and better customer satisfaction.
Partner Relationship Management
Real-time collaboration with partners, including joint campaigns, lead management, and commission tracking.
Access Across Devices
From mobile to desktop, manage calls, tasks, expenses, and calendars from anywhere.
Reporting and Analytics
Built-in reporting, dashboards, and real-time analytics for sales, service, and marketing performance tracking.
Benefits of Using NetSuite CRM
Single Source of Truth
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Move on from the “swivel chair” method, where you’re constantly moving between different systems without proper integrations.
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Within NetSuite, one core foundation gives access to all customer data from online to interactions.
Improved Sales Performance
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Lack of visibility into marketing and sales activity can lead to poor decision making. A CRM ensures full control of sales pipelines, forecasting, and a more streamlined sales process.
Marketing Campaigns
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Without the proper alignment between sales and marketing, it becomes hard to target qualified leads and manage specific marketing campaigns.
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Customer relationship management platforms streamline campaigns across the channels and take real-time data to guarantee personalized content.
Customer Satisfaction Growth
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Keep up with customer demand, issues, and solve them in the blink of an eye with access to a CRM cloud system.
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Customer churn is of the past, it’s all about customer retention thanks to a full overview of all customer requests, submissions, and concerns.
NetSuite CRM Pricing & Integrations
Whether you’re a growing business or an enterprise, understanding NetSuite CRM pricing is key to budgeting your CRM investment. Pricing depends on factors such as user count, modules, and integrations.
GURUS Solutions also specializes in NetSuite CRM integrations, connecting your CRM with ERP, marketing tools, and third-party platforms like Salesforce, HubSpot, and Zendesk for a more powerful, unified workflow.
NetSuite CRM vs. Other CRM Platforms
Comparing CRMs is an important step in making the right decision. Many businesses evaluate NetSuite CRM vs Salesforce, NetSuite CRM vs HubSpot, or even weigh whether NetSuite is a CRM or ERP.
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