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NetSuite CRM
Manage the Complete Customer Lifecycle
NetSuite Overview
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.
goVirtualOffice + NetSuite CRM
Get it right the first time by choosing the right partner for your NetSuite CRM implementation or ongoing optimization. We’re a team of former marketing, sales and industry experts who live and breathe NetSuite CRM. Our proven team and proven process will be able to simplify and ensure a successful delivery and optimization (Boost) of your NetSuite CRM solution.
Key Benefits of NetSuite CRM
Streamlined & efficient operations
NetSuite offers a single, fully integrated solution tailored to match your exact business requirements. With NetSuite, gone are the days of multiple software systems, countless spreadsheets, and redundant data entry.
enhanced productivity & reduced costs
NetSuite empowers employees to make quicker (and better) decisions, enhancing their productivity and output. At the same time, NetSuite reduces costs by automating manual tasks and helping businesses save money on staffing.
more timely business & customer insights
With NetSuite, you can easily create custom reports on the fly and view business KPIs in real time on your own dashboard. The days of waiting for someone else to deliver your month-end reports are over.
cloud-based & mobile-optimized
A cloud-based solution, NetSuite takes the place of various software and hardware applications, giving you space to focus on your business — and not just your business tools. NetSuite’s cloud advantage also allows you to easily extend your business to other locations or trusted partners. Plus, you can easily access NetSuite from your phone or tablet.
Imrpoved profitability & fast roi
Cloud-based ERP, CRM, and Accounting systems regularly provide measurable financial benefits within the first year after implementation. In many cases, these benefits are evident within the first nine months of use.
integrated systems & automated processes
Organizations that rely on disparate, siloed systems and/or manual, dated processes face inefficiencies that hinder growth. NetSuite’s integration and automation of software results in enhanced efficiency, improved visibility, and accelerated growth — not to mention significant time and cost savings.
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.
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 into 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,
pricing and discounting rules. Accelerate order management with online approval and automated workflows.
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.
