Streamline opportunity tracking with Rand Group and NetSuite CRM
Successfully converting leads into opportunities then into closed sales requires unified data so your sales team can deliver personalized and meaningful interactions. A robust CRM system with opportunity tracking features gives your sales representatives and managers real-time insights to better sell, upsell, and properly set customer expectations. Discover Rand Group’s solution for opportunity tracking built within NetSuite CRM that can help take the complexity out of tracking opportunities throughout the sales cycle.
Increase conversions with real-time opportunity tracking
Knowing when to contact an opportunity and what to present them with can be difficult when your sales representatives don’t have quick access to accurate information about what the person has already discovered about your products or services. With a cloud-based opportunity tracking solution, you can unify sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment, and commissions with real-time access to opportunity records. NetSuite CRM delivered by Rand Group offers tailored solutions to streamline opportunity tracking and connect data across systems. You can gain a complete view of the customer, including sales, support cases, and financial transactions, plus view all accounts and their contacts with related activities in a single dashboard.
Rand Group is your Oracle NetSuite Solution Provider and technology partner to implement an opportunity tracking solution that will help manage all interactions with opportunities and give your sales team the tools they need to convert quotes into sales orders. Our software engineers will implement NetSuite CRM and its opportunity tracking features tailored to your unique sales and marketing processes. We also offer extensive training to ensure user adoption and long-term return on investment from your business solutions.
Track every online interaction with prospects and customers
Equip your sales team with real-time access to prospect, customer, opportunity, and order records and easily provide a personalized touch at every stage of the buyer’s journey.
Easily convert quotes into sales orders
Improve quote and order accuracy by including automated tax and shipping-rate calculations, pricing, and discounting rules, plus accelerate order management with online approval and automated workflows.
Simplify contract renewals and upsell opportunities
Automate contract renewals with a flexible process that lets you track renewable assets and maximize renewal revenue. Provide recommendations based on intelligent upsell management and buying patterns.
Opportunity tracking tools built into NetSuite CRM
With NetSuite CRM delivered by Rand Group, you can improve opportunity management, provide visibility in lead and sales activity, manage commissions, build accurate quotes, and more. Our team will deliver a solution that unlocks full insight into lead, prospect, and customer activity to better inform sales, marketing, and services teams.
Opportunity tracking within NetSuite CRM allows you to:
- Manage opportunities across status, revenue, key contacts, notes, and related documents
- Standardize best practices and processes for winning deals
- Convert quotes into approved sales orders and automatically process them via links to back-end financials
- Design and manage complex multitier commission plans
- Build contracts and automate contract renewals with revenue recognition
Discover other business solutions offered by Rand Group
Rand Group offers numerous NetSuite-powered sales automation solutions that we tailor to each client to transform your operations. Our team of software engineers will ensure your solution integrates with the rest of your technology stack and can accommodate unique processes and facilitate data flows. Explore other solutions below to compliment opportunity tracking.
Lead Management
Use a cloud-based solution to automatically route leads to the right salesperson with detailed information to empower a quick response and high conversion rates. Create a holistic view of all accounts and their contacts with related activities in a single dashboard.
Sales Reporting
Use built-in reporting, real-time analytics, and role-based dashboards to monitor and track performance. Categorize and assess the number of touchpoints needed to move a lead through your sales process so you can continuously make improvements and deliver stronger service.
NetSuite CRM
NetSuite CRM is an all-in-one customer relationship management system that automates and streamlines businesses process through the integration of sales force automation, contact management, marketing automation, customer service, and support.
Related Insights
Why your business needs a cloud CRM solution
Both Dynamics CRM and Dynamics 365 Sales offer core sales, marketing, and service features such as lead, opportunity, quote, and case management. However, Dynamics 365 Sales includes many features and capabilities that on-premise Dynamics CRM does not. This blog will highlight the differences between the two software solutions that can help you decide if moving to Dynamics 365 Sales is right for you.
Sales strategy vs. sales tactics
For our purposes, ‘strategy’ means that there’s a plan. ‘Tactics’ means that you’re thinking on your feet. A sales cycle that includes both is much more likely to succeed than a cycle that relies on only one of them. Tactics make sales fun. Strategy makes sales more predictable. If you have a plan/strategy, chances are better that you won’t have to answer that question.
“No not these leads, I want those leads…”
As sales managers or sales executives, the most common request we hear from sales people is that they want more leads. What they’re really asking for is not just more leads, it’s, more, more qualified and DIFFERENT leads… the Glengarry leads. It almost never matters which leads we have, they aren’t the ones we want.
Let’s talk about how we can transform your business
