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NetSuite CRM & PRM

Unlike other Customer Relationship and Partner Relationship Management solutions, NetSuite's solution gives your sales team unprecedented visibility into every aspect of the customer and partner relationship, including support cases and even back-office information such as contracts and inventory. This gives sales reps the visibility they need to not just sell, but also upsell, drive renewals and properly set customer expectations. Managers and executives gain better overall visibility and control with real-time dashboards that allow them to monitor sales effectiveness and make mid-course corrections. NetSuite provides a comprehensive range of customer and partner management functionality including:

  • 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 pro-actively selling to their specific needs. Provide broad-based expertise to your customers by enabling and managing team selling from your sales force.

  • Document Management Software - Manage and publish key documents online in NetSuite CRM+ to eliminate the need to store them in multiple systems across multiple departments. Restrict access to documents as needed to provide better internal controls of key corporate data. Improve productivity by providing access to documents 24/7 from any location.

  • 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. Provide visibility for sales teams to see summary and detail commission reports and forecast their earnings, integrated into their sales dashboard and SFA activities.

  • Opportunity Management - Make the most of every sales opportunity 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.

  • Partnership Management - NetSuite CRM+ Partner Relationship gives you full control over every element of the partner-focused sales and marketing process, including joint marketing campaigns, lead management, sales forecasting, pipeline management, order processing, and partner commissions and royalties.

  • Quote and Order Management - Automate the entire selling process, from quote to order to post-sale follow-up and support. Track and work closely with customers who are responding to a specific marketing campaign, allowing you to close more deals faster. Mine centralized customer purchase histories for customer profitability analysis, strategic marketing and upsell/cross-sell.

  • Sales Forecasting -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 and get true forecast visibility into more than just pipeline with integrated order management that includes actual sales and projections of recurring revenue in forecasts.