Smarter customer relationships start with NetSuite

NetSuite CRM is a customer relationship management solution built directly into NetSuite ERP. It helps businesses manage leads, opportunities, customers, sales forecasting, marketing, and customer service while connecting CRM data with orders, finance, and operations. In short, NetSuite Customer Relationship Management (CRM) is a robust and comprehensive native module that provides businesses with a 360-degree view of their customers.

Yes. CRM functionality is built into the NetSuite platform, allowing businesses to manage customer relationships and sales processes without maintaining a separate CRM system.

NetSuite CRM is particularly suited to growing businesses that want sales and customer data connected with the rest of their operations. It can support B2B sales organisations, wholesalers and distributors, manufacturers, professional services businesses, software and technology companies, and international organisations.

Standalone CRM systems primarily focus on sales, marketing, and customer relationships. NetSuite CRM is part of the wider NetSuite ERP platform, connecting CRM with finance, inventory, orders, projects, and other business processes. This gives teams visibility beyond the sales pipeline and reduces the need to maintain separate systems.

Yes. NetSuite CRM lets sales teams capture and qualify leads, manage opportunities, track activities, and follow deals through each stage of the sales process.

Yes. NetSuite CRM uses real-time opportunity and pipeline information to help sales teams and leaders forecast future sales and monitor performance against targets.

Yep. Sales teams can create quotes from opportunities and move successful deals into sales orders, connecting the sales process directly with fulfilment and finance.

NetSuite includes CRM marketing capabilities for managing campaigns, customer segments, and communications, and tracking how marketing activity contributes to leads and sales opportunities.

Yes. NetSuite can help teams manage customer cases and service interactions while giving them access to customer, transaction, and communication history in the same system.

Yes. Because CRM and ERP are part of the same NetSuite platform, sales teams can work with customer and transaction information while finance gains greater visibility into pipeline and upcoming business.

Not necessarily. For many businesses, NetSuite CRM can manage the core sales and customer relationship processes within NetSuite. Whether it can replace an existing CRM such as Salesforce depends on your sales processes, integrations, automation requirements, and the functionality your teams need.

Yes. Greenstep can help configure NetSuite CRM around your sales and customer processes, connect CRM with the wider NetSuite environment, and improve an existing setup. We can support you with NetSuite implementation, optimisation, and ongoing support.

Here are the key features and benefits of using NetSuite CRM:

1. 360 business view

Having everything in one system that natively feeds in sales actions to reporting, planning and case management is great for visibility across teams. NetSuite CRM has a plethora of features that cater to various business needs, enhance customer relationships and improve sales team performance. The secret is to have all data in one system.

2. Reporting and analytics

Gain instant access to comprehensive customer data, such as history, transactions and preferences. You can monitor your team performance against quotas and pipeline by stage. And, your marketing teams can analyze acquisition, engagement, and conversion metrics for each campaign.

3. Coordinated interactions

Track customer interactions across multiple channels, including phone, email, and social media and ensure that all customer cases and issues are addressed promptly and effectively.

4. Customer service and support

Provide personalised customer experiences by tracking and monitoring customer behaviour and identifying trends, predicting future behaviour, and developing targeted marketing strategies.

5. Sales automation

Streamline and automate the sales process, manage leads, quotes, opportunities, upsells and customer interactions better. Workflows is a great tool to automate a lot of processes.

6. Lead routing

You can create as many rules as you need to properly route leads to sales reps who are most suitable for that territory, product, and industry.

7. Saved searches

You can build saved searches to assist you and add them to your sales teams dasboards. Examples: Opportunities that have not been contacted for 20 days, Prospects without opportunities that have not been contacted in 10 days. Add these as saved searches to make navigating quicker.

8. Suite scripting

Suite scripting is an incredibly powerful tool that you can use. You could for ex create a script to add specific details such as sales notes front and center o the record and to auto-collapse notes after there are too many of them. This will allow your team to see what is going on immediately without clicking the communications tab. If you understand javascript you’ll easily learn Suitescript, but keep in mind that Greenstep is always here to help you with Suite Scripting and usability improvements.

9. The concept of roles

You can create and assign roles that dictate when users can do and control which forms they have access to, what their dashboards look like and what the navigation looks like. Using roles you can tailor your NetSuite user interface to each of your employee roles.

10. Segments

You can also use segments (Department, Class, Location or custom) to dictate who can see certain customers and transactions.

11. Pre-built connectors

There are lots of connectors that you can use to integrate your NetSuite to other systems, ex outlook, power bi, hubspot, salesforce etc.

1. Improved customer relationships
   NetSuite CRM enables businesses to build and maintain strong customer relationships. One of the primary benefits of NetSuite CRM is its ability to provide businesses with a 360-degree view of their customers. This comprehensive view allows businesses to understand their customers better, anticipate their needs, and provide personalised experiences. This, in turn, leads to increased customer satisfaction and loyalty. Furthermore, NetSuite CRM’s customer service management feature ensures that all customer queries and issues are addressed promptly and effectively. This not only improves customer satisfaction but also enhances the business’s reputation.
2. Increased Sales Performance:
   Another benefit of NetSuite CRM is its ability to improve sales performance. By providing businesses with real-time visibility into customer data, NetSuite CRM allows them to identify sales opportunities, develop targeted marketing strategies, and close deals more effectively. Moreover, NetSuite CRM’s sales force automation feature streamlines sales processes, reduces administrative tasks, and increases productivity. This leads to increased sales performance and revenue.
3. The CRM module is embedded in the NetSuite solution:
   This provides a seamless integration of customer data across all business functions, enhancing collaboration and decision-making. This unified platform enables real-time visibility into sales, customer service, and marketing metrics, driving efficiency and improving overall customer relationship management.