NetSuite Customer Relationship Management (CRM)

Grow your company in the Cloud with NetSuite CRM+

NetSuite CRM+ offers traditional customer relationship management capabilities including Sales Force Automation (SFA), marketing automation and customer service management in a single cloud CRM solution. It delivers quotes, order management, sales forecasting, commissions, partner management and integrated ecommerce 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 lifecycle.

  • Streamlines lead-to-cash processes.
  • 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 enables 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 (KPIs) 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 Ecommerce Platform: NetSuite CRM+ integrates with NetSuite’s ecommerce 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.

Why partner with RSM?

What RSM brings

  • Deep industry knowledge
  • Personalized service from local offices
  • Proven implementation methodologies from 30+ years of ERP and CRM experience
  • On-shore client support
  • Largest Global NetSuite Partner serving  1,500+ NetSuite Clients since 2004


  • NetSuite Worldwide Solution Provider Partner of the Year 2013-2014, 2016-2019
  • NetSuite SuiteCommerce Partner of the Year 2016
  • Accounting Today VAR 100: Ranked #1 2015 – 2018
  • Bob Scott’s Insights Top 100 VAR 2011-2018


  • SuiteSuccess
  • SuiteCommerce Digital Agency Partner
  • SuiteCommerce In-Store 
  • ERP Consultants
  • SuiteCloud Developers
  • SuiteFoundation 
  • ARM and Multi-Book 
  • SDN Partner

Ready to Get Started? Contact Our Team.

Call us at 800.274.3978 or send us a message: