Modules

Netsuite Customer Relationship Management

NetSuite Customer Relationship Management (CRM) is a comprehensive, cloud-based solution that provides a 360-degree view of customers, streamlines lead-to-cash processes, and enhances productivity across sales, marketing, and customer service teams. By automating and integrating key customer-facing activities, NetSuite CRM enables businesses to improve sales performance, manage customer relationships more effectively, and drive better decision-making.

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Business Benefits of NetSuite Customer Relationship Management (CRM)

NetSuite Customer Relationship Management (CRM) is a comprehensive, cloud-based solution that provides a 360-degree view of customers, streamlines lead-to-cash processes, and enhances productivity across sales, marketing, and customer service teams. By automating and integrating key customer-facing activities, NetSuite CRM enables businesses to improve sales performance, manage customer relationships more effectively, and drive better decision-making. Key business benefits include:

  • Streamlined Lead-to-Cash Processes: NetSuite CRM automates the entire lead-to-cash process, from lead generation to sales order management, reducing manual effort and ensuring faster, more efficient sales cycles.
  • Enhanced Productivity: With a 360-degree view of customers, teams can access real-time information about prospects, customers, opportunities, and orders. This comprehensive view enhances productivity by enabling better coordination and faster responses to customer needs.
  • Improved Sales Performance: NetSuite CRM includes tools for sales forecasting, upsell management, and commission tracking, helping sales teams to improve performance and achieve their targets.
  • Global Management: The module supports the management of global sales, marketing, services, and partner organizations, providing a unified platform for managing operations across different regions and markets.
  • Mobile Accessibility: NetSuite CRM data can be accessed remotely on mobile devices, allowing sales and service teams to stay connected and productive while on the go.
  • Increased Customer Satisfaction: By automating customer service processes and providing a complete view of customer interactions, NetSuite CRM helps improve customer service response times and overall satisfaction.
Client Success
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Sabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation StorySabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation Story
Sabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation StorySabbel Foods NetSuite Implementation StoryBoosted Boards NetSuite Implementation StoryKasa Living NetSuite Implementation StoryLeanTaas NetSuite Implementation StoryApex Auto NetSuite Implementation StoryHDMI NetSuite Implementation StoryLogikul NetSuite Implementation StorySoftIron NetSuite Implementation StoryPGM of Texas NetSuite Implementation StorySWIR Vision Systems NetSuite Implementation Story

Feature & Function Sets of NetSuite Customer Relationship Management (CRM)

NetSuite Customer Relationship Management (CRM) provides the tools and capabilities needed to manage the complete customer lifecycle, from initial lead generation to ongoing customer support. By leveraging these advanced features, businesses can enhance their sales, marketing, and customer service efforts, driving improved customer satisfaction and organizational performance.

Sales Force Automation

Real-Time Access: Equip sales teams with real-time access to prospect, customer, opportunity, and order records, ensuring that they have the most up-to-date information at their fingertips.


Opportunity Management: Manage opportunities across status, revenue, key contacts, notes, and related documents, providing a comprehensive view of the sales pipeline.


Sales Pipeline Visibility: Provide sales managers with a complete view of all leads and opportunities, enhancing their ability to manage and forecast sales activities.

Reporting and Analytics

Customizable Dashboards: Deliver real-time, customizable, role-based reports to sales, marketing, and service teams, enabling them to monitor key performance indicators and track progress.


Sales Performance Metrics: Measure continuous sales performance with metrics such as achieved versus quota, actual versus sales forecast, and sales pipeline by stage.


Customer Service and Marketing Metrics: Monitor customer service metrics like call resolution times and customer satisfaction, and examine marketing benchmarks such as lead-to-close metrics and customer acquisition costs.

Sales Forecasting and Quota Management

Categorized Forecasting: Allow users to categorize transaction forecast types to appropriately identify opportunities, quotes, and estimates, improving forecasting accuracy.


Probability-Based Forecasting: Utilize probability-based forecasting with adjustable weighted measurements of pending opportunities, quotes, and orders to enhance reliability.


Recurring Revenue Projections: Analyze actual sales and recurring revenue projections in forecasts and variances, ensuring accurate and comprehensive financial planning.

Upsell, Quote, and Order Management

Intelligent Upsell Recommendations: Provide recommendations based on intelligent upsell management and buying patterns, increasing sales opportunities.


Automated Calculations: Improve quote and order accuracy by including automated tax and shipping-rate calculations, pricing, and discounting rules.


Accelerated Order Management: Accelerate order management with online approval and automated workflows, ensuring faster and more efficient order processing.

Customer Service and Support

Automated Case Management: Automate case management processes for assignment and escalation, improving response times and customer satisfaction.


Comprehensive Tracking: Track support cases according to product, issue, case type, partner, or customer, providing a complete view of customer service activities.


Online Self-Service: Enable online self-service with case submissions, status tracking, and communications, empowering customers and reducing service workload.

Marketing Automation

Multi-Channel Campaigns: Automate multi-channel marketing campaigns to align with sales efforts, maximizing the value of opportunities.


Lead Capture Automation: Automate lead capture from websites, search engines, direct mail, and events, ensuring a steady stream of potential customers.


Email Marketing: Build and send promotional or automated email marketing campaigns, supporting upsell marketing based on historical purchasing patterns.

NetSuite Frequently Asked Questions

What is the NetSuite ERP system used for?

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The NetSuite ERP System is a cloud-based business management software suite that enables companies to manage their financials, operations, and customer relations in one centralized system.

Is NetSuite a CRM?

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NetSuite ERP includes a CRM module that gives companies a 360-degree view of their customers.

Is NetSuite an ERP?

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NetSuite is an ERP system that integrates all core business processes, including accounting, inventory management, order management, and shipping.

How is the NetSuite ERP Solution different from Salesforce?

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NetSuite ERP is a business management software suite that includes CRM, ERP, and ecommerce capabilities. Salesforce is a CRM software that provides sales and marketing automation capabilities.

What are the benefits of using the NetSuite ERP Solution?

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The benefits of using NetSuite ERP include:

Real-time visibility into your business: NetSuite ERP provides real-time visibility into your financials, operations, and customer relations.

A single system of record: NetSuite ERP consolidates data from multiple subsidiary companies into one centralized system.

Improved efficiency and reduced costs: NetSuite ERP automates key business processes, such as accounting, order management, and shipping.

Improved customer satisfaction: NetSuite's 360-degree view of the customer allows companies to provide better customer service.

What industries is NetSuite best for?

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NetSuite is best for companies in industries that require a robust ERP system, such as manufacturing, wholesale distribution, and ecommerce. It is also well-suited for companies that are doing business in multiple countries.

What is NetSuite about?

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What does this page talk about?

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What are NetSuite professional services?

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NetSuite professional services are a suite of services that help businesses get more out of their investment in the NetSuite software. Our team of experts can help with everything from project planning and solution design to deployment and support. We have the experience and expertise to help you make the most out of your NetSuite system.

What do NetSuite professional services include?

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The list of services included in our professional offering varies depending on your specific needs, but typically includes project planning, solution design, deployment, configuration, training, support, and ongoing managed services.

How can NetSuite professional services help my business grow?

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One of the main benefits of partnering NetSuite professional services provider like CEBA Solutions is that our team can work with you to map your current business processes and find areas where NetSuite can help improve efficiency or automation. We can also review your current configuration and settings to identify any areas where you could be getting more out of the system.

Who should use NetSuite professional services?

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Any business that is using, or considering using, NetSuite should consider our professional services. Our team can help ensure that you are getting the most out of your investment in NetSuite.

How much do NetSuite professional services cost?

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The cost of our professional services varies depending on the scope and complexity of the project. Contact us today for a custom quote based on your specific needs.

What is the difference between NetSuite implementation and professional services?

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NetSuite implementation services are focused on helping you get your system up and running. Once the system is live, our professional services team can help you optimize your use of NetSuite and ensure that you are getting the most out of the software. At times you may find you require additional support even after the initial NetSuite implementation is completed, and that’s where our professional services team comes in.

If you have any questions about our NetSuite professional services, or would like to learn more about how we can help your business, please contact us today.

What is a NetSuite health check?

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A NetSuite health check is an assessment of your current use of the software. The goal is to identify any areas where you could be getting more out of the system. Our team will review your configuration, settings, data, and processes to make sure that you are using all of the features and functionality that NetSuite has to offer in the most efficient way possible.

What is a NetSuite upgrade?

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A NetSuite upgrade is the process of upgrading your system to the latest version of the software. Our team can help you plan and execute your upgrade, and ensure that all of your data and customizations are carried over to the new version. We will also test your upgraded system to make sure that everything is working as it should be.

Do you offer NetSuite training?

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Yes, we offer both on-site and online training for NetSuite users. Our training courses are designed to help users get up to speed quickly on how to use the software, and cover all of the key features and functionality. We can also tailor our training courses to your specific needs.

Does CEBA Solutions offer NetSuite support?

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Yes, we offer both on-site and remote support for NetSuite users. Our team of experts can help with everything from troubleshooting errors to providing best practices advice. We also offer a range of managed services packages that provide ongoing support and maintenance for your NetSuite system.

Do you offer custom NetSuite solutions?

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Yes, our team can develop custom solutions for NetSuite that are tailored to your specific needs. We have a deep understanding of the software and how it can be customized to suit different businesses.

How can I learn more about NetSuite?

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Visit our blog for the latest news and tips on NetSuite, or check out our library of resources where you can find helpful guides and white papers on a range of topics. You can also sign up for one of our free webinars to get a closer look at how NetSuite works.

What are NetSuite Managed Services?

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NetSuite Managed Services provide ongoing support and maintenance for businesses using NetSuite. These services include system monitoring, user support, troubleshooting, customization, and optimization to ensure that NetSuite is functioning at its best and meeting the needs of the business.

How does NetSuite help with inventory management?

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NetSuite's inventory management system provides real-time visibility and control over inventory levels, tracking, and supply chain operations. This allows businesses to optimize inventory levels, reduce stockouts, and improve supply chain efficiency.

What is an ERP system?

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An Enterprise Resource Planning (ERP) system is a software solution that integrates various business processes and operations into a unified system. This includes functions such as finance, accounting, inventory management, human resources, and more.

What are consultancy services in relation to NetSuite?

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NetSuite consultancy services provide expert guidance and support for businesses using NetSuite. This includes implementation and customization of the system, training and support for users, and ongoing optimization to ensure that NetSuite is meeting the specific needs of the business.

Is NetSuite a good software solution?

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NetSuite is a cloud-based software solution that provides a comprehensive suite of business management tools, including financial management, inventory management, supply chain operations, customer relationship management (CRM), and more.

Is NetSuite a good Business Management System?

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NetSuite provides a unified management system that integrates various business processes and operations into a single system. This allows for streamlined operations, real-time visibility, and improved efficiency.

What is an ERP vendor?

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An ERP vendor is a company that provides Enterprise Resource Planning (ERP) systems, such as NetSuite, to businesses. These vendors provide software solutions, implementation and customization services, ongoing support and maintenance, and other services to ensure that the ERP system is meeting the needs of the business.

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