NetSuite customer relationship management

NetSuite CRM+ offers traditional customer relationship management capabilities including sales force automation, marketing automation and customer service management in a single cloud CRM solution. It delivers quotes, order management, sales forecasting, commissions, partner management and integrated e-commerce capabilities. NetSuite CRM+ can also integrate with your existing ERP investment.

Key benefits

NetSuite CRM+ provides a seamless flow of information across the entire customer life cycle. The solution:

  • Streamlines lead-to-cash processe
  • Elevates productivity across the organization with a 360-degree view of your customers
  • Improves sales performance through forecasting, upsell and commission management
  • Helps you to manage global sales and services organizations

NetSuite CRM+ solution highlights include:

Powerful sales force automation

NetSuite CRM+ provides SFA that equips the sales team with an accurate record of each opportunity and its status, a complete view of the prospect and real-time access to every detail.

Advanced sales forecasting and quota management

NetSuite CRM+ advanced forecasting and quote management capabilities build reliability, predictability and trust into the sales process.

Automated incentive compensation management

NetSuite CRM+ delivers flexible sales compensation management that frees up the sales operations team from time-consuming compensation calculation.

Comprehensive upsell, quote and order management

 The sales team can easily convert accurate quotes into approved sales orders, which then flow to your finance system for processing. 

Out-of-the-box marketing automation

NetSuite CRM+ automates your entire marketing process across channels, allowing you to better align campaigns and programs with your sales efforts.

Customer service and support

NetSuite’s call center capabilities enable you to serve customers quickly and efficiently with 360-degree customer view.

Real-time dashboards, reporting, analytics and planning

NetSuite delivers built-in, real-time role-based dashboards, reporting and analytics, enabling your sales, marketing and service teams to monitor personalized key performance indicators and access the latest reports as part of their everyday activities.

Anytime, anywhere mobile access

NetSuite’s comprehensive support for mobile devices—iPhone or Android—ensures access to real-time business information users need. 

Integration with e-commerce platform

NetSuite CRM+ integrates with NetSuite’s e-commerce platform, providing a single system of record for customer information and interactions as well as the customer’s commerce transactions. This integrated solution allows you to monitor and measure everything that happens online and capture every interaction with a customer or prospect, automatically.

Integration with leading social and productivity tools

NetSuite integrates with Yammer using its SuiteSocial platform, improving collaboration and overall sales productivity.

Partner relationship management

NetSuite CRM+ provides full control over every element of the partnering process, including joint marketing campaigns, lead management, pipeline management, order processing, and commissions and royalties.

1,500+

Largest global NetSuite partner, serving 1,500+ NetSuite clients since 2004

8

NetSuite Worldwide Solution Provider Partner of the Year 2013-2014, 2016-2021

500+

With 85 North American offices and practices in 16 countries, RSM has 500+ global NetSuite resources

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