NetSuite CRM capabilities

Easily manage the sales and customer management process from beginning to end with a single application. With NetSuite CRM capabilities, your organization can generate qualified leads with marketing automation, increase sales performance and forecasting, and drive customer satisfaction.

NetSuite CRM capabilities

With a seamless flow of information across the entire customer lifecycle, NetSuite CRM capabilities provide a 360-degree view of sales

Real-time opportunity management

Manage opportunities by status, revenue, key contacts, and notes, and get a complete view of all leads and opportunities in the pipeline. Standardize best practices and link sales processes with the customer buying journey to win more deals. 

Accurately measure and predict sales

Allow users to categorize transaction forecast types to appropriately identify opportunities, quotes, and estimates. Probability forecasting with adjustable weighted measurement of pending opportunities, quotes, and orders helps estimate recurring revenue variances.

Simplify incentive compensation management

Design and manage complex multitier commission plans based on quota, quantity sold, service item, product profitability, and more. Offer complete visibility into sales compensation calculations, easily split commissions among team members, and calculate indirect commissions.

Create targeted, personalized campaigns

Segment data to deliver personalized marketing campaigns based on demographics, purchase trends, response patterns, support histories, and other characteristics. Automate marketing campaigns across all the channels your prospects visit, including website, email, events and social media.

Lead generation and sales collaboration

Create landing pages with custom forms to capture leads. Web form completions are entered into NetSuite CRM in real-time and routed immediately to the right salesperson. Sales instantly receives leads with detailed information, empowering a quick responses and high conversion rates.

Calculate marketing ROI

Track lead-to-revenue to measure the return of lead-generation marketing programs. Analyze campaign statistics and every stage from the start of a marketing campaign to the final order transaction. Categorize and assess the number of touchpoints needed to move a lead through your sales process.

Manage support cases

Assign, manage, and route customer support cases then track according to product, issue, case type, partner, or customer. Monitor customer service metrics including call resolution times, customer satisfaction, subscription renewals, call volumes, and case trends to improve customer service.

Enable online self-service

Create a customer portal for support case submissions, order status tracking, and interactive communications. NetSuite CRM capabilities allow customers to view and pay invoices or submit return authorizations without having to contact support.

Create a knowledge center

Develop a rich, searchable knowledge center on your website of support articles, best practices, help topics, and training videos. Organize and publish content easily, and empower your customers and service reps to quickly track down the information they need.

Joint selling and demand generation

Enable resellers and partners to place and track orders, register their leads, and automatically notify channel managers to monitor sales activity and provide better support. Gain insight into joint marketing efforts by measuring acquisition costs and conversion rates.

Offer an online partner center

Equip channel managers and partners with real-time lead, customer, and sales data to cultivate an educated, collaborative, and productive channel. Give partners access to relevant information, sales enablement materials and marketing assets in an online database.

Process partner commissions and royalties

Automatically process partner commissions and allow visibility to calculations in the partner portal. Commissions may be calculated based on the same parameters used for employees, such as by sales, quantities, profitability or custom criteria.

Monitor performance continuously

Use built-in reporting, real-time analytics, and role-based dashboards to monitor and track performance over a set period of time. Align marketing and the sales funnel by attributing qualified leads and sales to specific marketing campaigns.

Set personal and departmental goals

Sales can access personalized goals, such as achieved versus quota and sales pipeline by stage, while customer service teams can measure case trends and client satisfaction. Uncover acquisition, engagement, and conversion metrics for individual campaigns.

A single source of data

NetSuite CRM capabilities offer a unified view of a customer across all channels. With a single source of data, organizations can understand customer preferences, transactions, and interactions to enable sales, marketing, and support teams to deliver consistent and relevant experiences across all touchpoints.

Sales Force Automation

Real-time opportunity management

Manage opportunities by status, revenue, key contacts, and notes, and get a complete view of all leads and opportunities in the pipeline. Standardize best practices and link sales processes with the customer buying journey to win more deals.

Accurately measure and predict sales

Allow users to categorize transaction forecast types to appropriately identify opportunities, quotes, and estimates. Probability forecasting with adjustable weighted measurement of pending opportunities, quotes, and orders helps estimate recurring revenue variances.

Simplify incentive compensation management

Design and manage complex multitier commission plans based on quota, quantity sold, service item, product profitability, and more. Offer complete visibility into sales compensation calculations, easily split commissions among team members, and calculate indirect commissions.

Marketing Automation

Create targeted, personalized campaigns

Segment data to deliver personalized marketing campaigns based on demographics, purchase trends, response patterns, support histories, and other characteristics. Automate marketing campaigns across all the channels your prospects visit, including website, email, events and social media.

Lead generation and sales collaboration

Create landing pages with custom forms to capture leads. Web form completions are entered into NetSuite CRM in real-time and routed immediately to the right salesperson. Sales instantly receives leads with detailed information, empowering a quick responses and high conversion rates.

Calculate marketing ROI

Track lead-to-revenue to measure the return of lead-generation marketing programs. Analyze campaign statistics and every stage from the start of a marketing campaign to the final order transaction. Categorize and assess the number of touchpoints needed to move a lead through your sales process.

Customer Service

Manage support cases

Assign, manage, and route customer support cases then track according to product, issue, case type, partner, or customer. Monitor customer service metrics including call resolution times, customer satisfaction, subscription renewals, call volumes, and case trends to improve customer service.

Enable online self-service

Create a customer portal for support case submissions, order status tracking, and interactive communications. NetSuite CRM capabilities allow customers to view and pay invoices or submit return authorizations without having to contact support.

Create a knowledge center

Develop a rich, searchable knowledge center on your website of support articles, best practices, help topics, and training videos. Organize and publish content easily, and empower your customers and service reps to quickly track down the information they need.

Partner Relationship Management

Joint selling and demand generation

Enable resellers and partners to place and track orders, register their leads, and automatically notify channel managers to monitor sales activity and provide better support. Gain insight into joint marketing efforts by measuring acquisition costs and conversion rates.

Offer an online partner center

Equip channel managers and partners with real-time lead, customer, and sales data to cultivate an educated, collaborative, and productive channel. Give partners access to relevant information, sales enablement materials and marketing assets in an online database.

Process partner commissions and royalties

Automatically process partner commissions and allow visibility to calculations in the partner portal. Commissions may be calculated based on the same parameters used for employees, such as by sales, quantities, profitability or custom criteria.

Reporting and Analytics

Monitor performance continuously 

Use built-in reporting, real-time analytics, and role-based dashboards to monitor and track performance over a set period of time. Align marketing and the sales funnel by attributing qualified leads and sales to specific marketing campaigns.

Set personal and departmental goals

Sales can access personalized goals, such as achieved versus quota and sales pipeline by stage, while customer service teams can measure case trends and client satisfaction. Uncover acquisition, engagement, and conversion metrics for individual campaigns.

A single source of data

NetSuite CRM capabilities offer a unified view of a customer across all channels. With a single source of data, organizations can understand customer preferences, transactions, and interactions to enable sales, marketing, and support teams to deliver consistent and relevant experiences across all touchpoints.

How much does NetSuite cost?

NetSuite pricing provides the right value for your business through a unique modular approach to subscription licensing. This includes modules that have competitive monthly prices for emerging (small) businesses, midmarket, and enterprise, and by industry such as wholesale distribution, manufacturing and retail, plus add-ons for expansion such as warehouse management. Download this guide to learn more about NetSuite pricing.

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NetSuite pricing guide

How much does NetSuite cost?

NetSuite pricing provides the right value for your business through a unique modular approach to subscription licensing. This includes modules that have competitive monthly prices for emerging (small) businesses, midmarket, and enterprise, and by industry such as wholesale distribution, manufacturing and retail, plus add-ons for expansion such as warehouse management. Download this guide to learn more about NetSuite pricing.

DOWNLOAD NOW

Complement NetSuite CRM with additional solutions​

Take your NetSuite CRM capabilities to the next level by integrating with other solutions. Add on functionality for finances, accounting, project management, and more or choose an industry-specific all-in-one solution.

NetSuite ERP

Get clear visibility and control of your business from financials to supply chain, order management, procurement, production management, and warehouse management with a scalable, cloud-based ERP system.

SuiteProjects

From project and resource management to time and expense tracking, project accounting and billing and invoicing, Professional Services Automation (PSA) helps organizations complete projects quickly and profitably.

SuiteSuccess

NetSuite SuiteSuccess is the culmination of industry-leading practices and includes industry-specific bundles with pre-defined roles, dedicated process flows and KPIs, turnkey setup, and hundreds of prebuilt reports and dashboards.

Get your business running on NetSuite today