NetSuite CRM Software Details

NetSuite CRM is a powerful system that lets companies follow a customer’s entire lifecycle. Customer Relationship Management software holds some of the most essential tools for businesses; if you aren’t marketing your brand properly, customers won’t be compelled to buy. The goal of any company is to have people know about your products and services, but it’s equally important to understand your customers. By interacting with them, you’ll be able to see what products, unique promotions, and price points customers react to most frequently. The more engaged you are with your customers, the easier it will be to accurately predict what they want.

NetSuite wants businesses to really thrive at what they do. From a qualified lead to a renewal or cross-sell, NetSuite CRM offers numerous functionalities for a variety of business needs. This advanced CRM software also offers rich features such as sales forecasting, order management, and commission structures for its users. NetSuite has turned a traditional CRM platform into something extraordinary. Feel free to explore this demo video for NetSuite CRM, or simply contact us for additional NetSuite information.

Our Top List of NetSuite CRM Highlights

  • Email Marketing
  • Target List Segmentation
  • Lead Source Tracking
  • Web Forms
  • Workflow Management
  • Quote to Order Automation
  • Inventory and Fulfillment
  • eCommerce Ready
  • Billing and Invoicing Tools
  • Accounting Integration
  • PSA Project Capabilities
NetSuite CRM Customer Support Platform

Why should you implement NetSuite? This award-winning CRM software will allow you to streamline department processes, gain performance visibility, enhance productivity, increase sales, and attain better customer service insight.


Detailed NetSuite CRM Functionalities

Dependable Marketing Automation

Creating new campaigns can be time consuming, and because of that, NetSuite CRM created their system so that employees can automate the entire campaign process, with no manual upkeep. This CRM system will track your campaigns in real time and let you know exactly where your leads are coming from. This software also offers email marketing capabilities, drill down reporting, statistics, and unique upselling opportunities based on a customer’s purchase history.

Real Time Dashboards

With NetSuite CRM, you’ll never have to guess how up-to-date your business data is. Live analytics dashboards allow you to see accurate data when you need it most; most sales, service teams, and marketing departments can’t thrive without this functionality. NetSuite CRM allows employees to measure important items such as quotas against actual sales, customer satisfaction, and unique website visitors. Pick and choose which NetSuite features you want visible on your custom employee dashboards!

Innovative Sales Forecasting

If you haven’t figured out how to best tackle sales probability, you’re missing out on one of the best tools within NetSuite CRM. From revenue projections to high-profile sales quotes, this feature reliably predicts important business insights that most companies seem to unnecessarily stumble over.

Great Customer Support

A company is only as good as the care it delivers to its customers. NetSuite CRM gives you a complete view of your customer’s history, so you can serve them quickly without any hassle. Enjoy helpful features such as routing and tracking numbers, renewals, escalations, case submissions, and so much more.

Pairs with Ecommerce Software

NetSuite CRM was created to seamlessly tie-in with NetSuite eCommerce tools. They’re the perfect pairing because every customer record, interaction, and transaction can be monitored across NetSuite software; you won’t ever have to sift through numerous platforms to find the information you’re looking for. Quickly see who’s looking at your website as you gain a more in-depth understanding of the products or services they’re interested in. See what’s selling, and what’s not! From in-store POS to online marketing, let your employees give a consistent, personalized experience to every customer that comes your way.

It’s Easy to be Social

Get your customers to interact with you organically. NetSuite has a robust SuiteSocial platform that allows your CRM team to integrate everything from favorited social buttons to calendar synchronizations for your customer marketing efforts. Give them an outlet to share their excitement on.

NetSuite CRM SuiteSocial tools

Partner Relationship Management

Sometimes it’s fun to bring a partner or vendor into the marketing mix. NetSuite CRM is so advanced, it can help you accurately track data for your partner on whatever campaign you’re launching with them. From order processing to royalty fees, this CRM software offers a variety of helpful tools. You can even track your partner’s leads, give detailed forecasts, and see full purchase orders.

Sales Force Automation

The great thing about NetSuite CRM, is that it comes equipped with SFA. Now, your sales department can track client records, from start to finish, with real time updates. Employees can even track hot leads or opportunities further down the funnel. With the touch of a button, they can convert a sales opportunity into a real-time quote, and finally a sales order.

Incentivized Compensation

Employees do better when they are rewarded! This NetSuite CRM commission feature is great because it frees up the sales team from filling out tedious spreadsheets, or doing time-consuming calculations. NetSuite CRM effortlessly translates data over to NetSuite’s payroll tool, so you no longer have to transfer any data manually. As this commission feature is customizable, you have the freedom to set up your own commission schedules for your employee, from monthly to annually bonus structures, and everything in between.

Take it on the Go

NetSuite CRM was built for the cloud. As this software is web-based, you can access important data on the road or up in a plane. You are no longer bound to just looking up analytics or tracking campaign efforts at the office.

Upsell Opportunities

Make the most out of what you know about your customers. With NetSuite CRM, you can capitalize off of your customer’s buying patterns and product interest. From automated tax to preferred discount rules, you can give customers a snap shot of what it would cost to get that product they’ve been carefully eyeing. Perhaps their premium wine would go great with a new decanter- show them what they’re missing out on. Orders automatically flow over to finance for easy processing.

NetSuite CRM Upselling tools

No matter what you’re looking for, NetSuite CRM has a multitude of solutions for your business. NetSuite continually goes above and beyond to include innovative items, like order management and partner marketing in their CRM software. They even added perks like quote creation and upselling opportunities for users, which are uncommon in other NetSuite CRM competitors. NetSuite CRM is great for growing businesses, or those looking to expand internationally. With the touch of a button, you have the freedom to check inventory and fulfillment, past transactions, and any payment status you desire.

Protelo is a NetSuite Reseller, and we’re happy to help with you with any questions you may have about this CRM product. Please feel free to send us an email or give us a call to learn more about our NetSuite services or implementation options. To learn more about NetSuite CRM pricing, or to buy NetSuite CRM directly, you can fill out our contact form, and we’ll send you information within 24 hours or less.

Request More Information

Want to learn more?

Let us know your business needs.
Request more information by contacting us online or by calling 916-235-8601.

Request More Information