NetSuite CRM Software Details

NetSuite Customer Relationship Management is a powerful system that lets companies follow a customer’s entire lifecycle.

What is Customer Relationship Management? CRM 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. With real-time visibility of your customers, 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.

What is NetSuite CRM?
NetSuite CRM encompasses all customer and prospect information in a central database allowing sales, marketing and support teams to use the same information for their department-specific interactions. NetSuite CRM delivers salesforce automation, customer service management, and marketing automation with quotes, sales forecasting, partner management, and commission structures for its users.

What are the Benefits of NetSuite CRM Software? NetSuite is seamlessly connected and integrated with the rest of the software suite so all business information flows throughout the customer lifecycle to deliver a positive brand experience. Unlike Salesforce, that only offers a CRM product, NetSuite is From a qualified lead to a renewal or cross-sell, NetSuite CRM offers numerous functionalities for a variety of business needs. NetSuite has turned a traditional CRM platform into something extraordinary. 

How is NetSuite CRM Related to the NetSuite Package? NetSuite CRM is a vital component of the expansive NetSuite package, which is a cloud-based software suite for managing businesses. Designed specifically to handle customer relationships, sales processes, and customer data within the NetSuite ecosystem, NetSuite CRM seamlessly integrates with other modules like financial management, inventory management, and e-commerce. This integration guarantees a unified view of customer information across different departments and facilitates smooth data flow and operational processes within the organization. This harmonious solution combines customer relationship management with enterprise resource planning (ERP), empowering businesses to streamline operations, gain better data visibility, and provide an exceptional customer experience.

NetSuite CRM Overview

What is the Difference Between CRM and ERP?

Is NetSuite a CRM or ERP? CRM and ERP technology go hand-in-hand. They are different technologies that integrate together to run a business efficiently. CRM increases customer service levels, marketing, and improves sales generation. CRM acquires customer information and automates customer processes by coordinating dating data between internal teams.

ERP technology helps improve internal business operations such as inventory, finance, HR, and more. ERP automates processes by leveraging a unified data source across the entire business utilizing finance, inventory management, procurement, HR, and more. The combination of CRM and ERP unifies the entire business for better decision making, customer requests, real-time financial data, and allows for an integrated flow of information.

Related articles:
How ERP Can Help Improve Business Operations
Tips for Business Growth & the Importance of ERP
Why Mid-market Companies Choose NetSuite
Why Small Businesses Choose NetSuite ERP


Our Top List of NetSuite CRM Highlights

Top CRM for your business Email Marketing
NetSuite cloud CRM Target List Segmentation
what does crm stand for Lead Source Tracking
crm online pricing Web Forms
netsuite crm vs salesforce Workflow Management
what does crm software do Quote to Order Automation
The benefits of CRM Inventory and Fulfillment
NetSuite cloud CRM eCommerce Ready
what does crm stand for Billing and Invoicing Tools
crm online pricing Accounting Integration
netsuite crm vs salesforce PSA Project Capabilities
what does crm software do Vendor Records
netsuite crm examples

Business Challenges

  • No ability to track marketing ROI
  • Missing revenue opportunities with existing customer base due to inability to target customers
    based on purchase history.
  • Having multiple sources of data for customers, vendors, leads, prospects and contacts.
  • Unable to market relevant campaign to a segmented audience

NetSuite Solution

  • Fully integrated business system tracks orders against a marketing promotion and spend to give a true marketing campaign ROI.
  • Single source of truth for all customers, vendors, leads, prospects and contacts. All maintained
    within NetSuite.
What is the cost of NetSuite CRM? Calculate custom quote.

5 Ways NetSuite CRM Stands Out from Competitors

How is NetSuite CRM different than other CRM software options? NetSuite CRM is a cloud-based system full of features and functionality to manage customer interactions and streamline business processes. Here are five ways in which NetSuite CRM differs from other software competitors:

  1. Integration with ERP: NetSuite CRM is and integrated part of the larger Oracle NetSuite ERP system, providing a complete end-to-end business management solution. With NetSuite CRM in place, your business can have a seamless flow of information with all departments, resulting in more accurate forecasting and better decision-making.

  2. Built-in CRM analytics: With built-in analytics capabilities, NetSuite CRM can allow businesses to track and analyze insights to customer behavior, sales performance, and make data-driven decisions and improve their sales and marketing efforts.

  3. Multi-channel support: Manage customer interactions across multiple channels, with consistency and personalization. NetSuite CRM supports email, phone, chat, and social media.

  4. Customizable workflows: With customizable workflows that enable businesses to automate and streamline their sales and marketing processes, NetSuite provides businesses with the ability to tailor their CRM solution to their unique needs, enabling them to work more efficiently and effectively.

  5. Scalability: NetSuite CRM is designed to grow and scale as a business changes. With this in mind, businesses can start small and expand as needed, without ever outgrowing their CRM system or incurring significant additional costs.

Detailed NetSuite CRM Functionalities


Dependable Marketing Automation

Creating new campaigns can be time-consuming, and because of that, NetSuite CRM created its 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 transactions 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.

crm features list

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 annual 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 on your customer’s buying patterns and product interest. From automated tax to preferred discount rules, you can give customers a snapshot 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.

what is an example of crm, netsuite crm partners
which crm is the best for my business what should a crm system do? crm administrator


Why should you implement NetSuite CRM?

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. 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.

NetSuite CRM resources

Transform Your Customer Experience
With NetSuite CRM

Protelo is here to support the growth of your CRM and take your business to new heights on the #1 cloud ERP software on the market. 

Are you interested in a tailored NetSuite CRM demo exploring the features and benefits? Our team of software and industry experts are happy to help with you with any questions you may have about the NetSuite CRM product. With decades of business-process expertise and extensive product knowledge under our belt, our consultants provide a single source of expertise to implement, customize, integrate, and refine your back-end operations. Protelo’s experts have helped hundreds of companies harness the power of NetSuite CRM, ERP and more.

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