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NetSuite CRM

Manage the Complete Customer Lifecycle

NetSuite’s Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time, 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell, and support.

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goVirtualOffice + NetSuite CRM

Our proven team , composed of former CFOs, CPAs, senior managers, and industry experts with a passion for NetSuite, follows proven process that guarantees a simplified and successful delivery and optimization (BOOST) experience for your solution.

Key Benefits of NetSuite CRM

Efficiency in Every Process
NetSuite provides a unified, customized solution designed to meet your specific business needs. Say goodbye to juggling multiple software systems, endless spreadsheets, and redundant data entry with NetSuite.
More Productivity & Less Costs
With NetSuite, employees can make quicker (and more informed) decisions, elevating productivity and output levels. It also automates manual tasks and drives cost savings for businesses by reducing staffing expenses.
Timely Business Metrics & Customer Data
NetSuite empowers you to quickly create custom reports and monitor business KPIs in real time directly from your dashboard, so you no longer have to wait for monthly reports.
Accessible Any Time, Anywhere
With NetSuite’s cloud-based platform, you can replace multiple software and hardware systems, letting you focus on running your business. The cloud advantage of NetSuite enables effortless expansion to other locations or partners, and it’s accessible via your phone or tablet.
Higher Profits & Faster Return on Investment
Businesses frequently experience measurable financial improvements within a year of implementing cloud-based ERP, CRM, and Accounting systems, with many observing benefits in just nine months.
Seamless Systems Integration & Automated Workflows
Relying on fragmented systems and outdated manual processes leads to inefficiencies that hamper growth. NetSuite’s software integration and automation increase efficiency, enhance visibility, accelerate growth, and deliver time and cost savings.

Explore Netsuite CRM Features

Sales Force Automation

Equip sales with real-time access to prospect, customer, opportunity, and order records. Manage opportunities across status, revenue, key contacts, notes, and related documents. Provide sales managers with a complete view of all leads and opportunities in the pipeline. Capture detailed records across all interactions and convert opportunities into quotes and sales orders.

Sales Forecasting & Quota Management

Build reliability, predictability, and trust in the sales process. Allow users to categorize the transaction forecast type to appropriately identify opportunities, quotes, and estimates. Utilize probability-based forecasting with adjustable weighted measurement of pending opportunities, quotes, and orders. Analyze actual sales and recurring revenue projections in forecasts and variances.

Upsell, Quote & Order Management

Easily convert quotes into approved sales orders and automatically process with backend financials. Provide recommendations based on intelligent upsell management and buying patterns. Improve quote and order accuracy by including automated tax and shipping-rate calculations,

Customer Service & Support

Provide the customer service center with a 360-degree customer view. Automate case management processes for assignment and escalation. Track support cases according to product, issue, case type, partner, or customer. Enable online self-service with case submissions, status tracking, and communications.

Marketing Automation

Automate multi-channel marketing campaigns to align with sales efforts. Enable rapid response to maximize the value of opportunities. Automate lead capture from websites, search engines, direct mail, and events. Build and send promotional or automated email marketing campaigns. Support upsell marketing based on historical purchasing patterns.

Reporting & Analytics

Real-time dashboards deliver customizable, role-based reports to sales, marketing, and service teams. Measure continuous sales performance with personalized KPIs. Access sales goals such as achieved versus quota, actual versus sales forecast, and sales pipeline by stage. Monitor customer service metrics. Examine marketing benchmarks like lead-to-close metrics, number of website unique visitors, lead generation trends, and customer acquisition costs.

Join us as we delve into the crucial topic of understanding LTV and why it’s essential for your business success. We’ll unveil the various components contributing to LTV calculations, emphasizing that the financial impact isn’t confined to the present moment but extends over time.

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