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NETSUITE CRM Powerful CRM that Drives the Complete Customer LifecycleToday’s successful companies are agileand responsive to their customer’s needs.Where possible, they’ve replaced manualprocesses with automated ones, so they canrespond quickly.NetSuite CRM delivers powerful CustomerRelationship Management (CRM) capabilities,including Sales Force Automation (SFA),marketing automation, customer support andservice, ecommerce and flexible customization,all in a single cloud CRM solution. And unliketypical CRM solutions, NetSuite CRM includespowerful sales performance management,order management and partner management.“With NetSuite our sales peoplecan organize their workday, andwe can deliver sales quotes thatare impressively accurate. Thisprovides our customers with trulyprofessional service and allowsus to work at top efficiency.”Guitar Center ProNetSuite CRM can also integrate with yourexisting ERP investments.www.netsuite.com
“NetSuite has helped us increase our customer service and ultimatelycustomer satisfaction.” Innovise Software Division (UK)Solution HighlightsPowerful Sales Force AutomationNetSuite CRM provides SFA that equipsthe sales team with an accurate record ofeach opportunity and its status, a completeview of the prospect and real-time access toevery detail. Improves sales efficiency with sophisticateddocument management capabilities to buildand maintain a sales portal. Enables the sales team to manageopportunities across status, potentialrevenue, key contacts, notes, relateddocuments and more. Provides sales managers with a completeview of all leads and opportunities inthe pipeline. Comprehensive contact and activitymanagement ensures sales has the toolsKey BenefitsNetSuite CRM provides a seamless flowof information across the entire customerlifecycle. Streamlines lead-to-cash processes. Elevates productivity across theorganization with a 360-degree view ofyour customers. Improves sales performancethrough forecasting, upsell andcommission management. Manages global sales andservices organizations.needed to capture detailed records ofall interactions. Enables the sales team to convertopportunities into quotes and then salesorders with one click.Get real-time visibility into sales,pipeline and forecasts. NetSuite Inc. 2016Page 2
Advanced Sales Forecasting andQuota ManagementNetSuite CRM advanced forecasting andquote management capabilities build reliability,predictability and trust into the sales process.Comprehensive Upsell, Quote andOrder ManagementThe sales team can easily convert accuratequotes into approved sales orders, which thenflow to your finance system for processing. Opportunities, quotes and estimates include Includes intelligent upsell managementa forecast category that allows users tocategorize the transaction appropriately. Probability-based forecasting offersweighted measurement of pendingopportunities, quotes and orders, with theability to make adjustments. Order management capabilities provideactual sales and projections of recurringrevenue in forecasts and variances.Automated IncentiveCompensation ManagementNetSuite CRM delivers flexible salescompensation management that frees up thesales operations team from time-consumingcompensation calculation. Easily configure sophisticated salescommission rules based on quotas, sales,quantity, profitability and other criteria. Set up flexible commission schedules—monthly, quarterly, bi-annually or annuallyand short-term “SPIFs”. Integrates NetSuite’s built-in payrollcapabilities, or with your existingpayroll solution.in the order-capture process to providerecommendations based on previousbuying patterns. Improves quote and order accuracy byincluding automated tax and shipping-ratecalculations, pricing and discounting rules. Accelerates the order managementprocess with online approval andworkflow management.Out-of-the-Box Marketing AutomationNetSuite CRM automates your entiremarketing process across channels, allowingyou to better align campaigns and programswith your sales efforts. Enables execution and tracking of campaignsrapidly and in real-time to maximize the valueof your leads and opportunities. Automates lead capture from multiplesources, including websites, search engines,email, direct mail and events. Delivers email marketing—from creation toexecution to measurement—in one system. Features full reporting and drill-down toanalyze campaign statistics and ROIfrom the start of a campaign to the finalorder transaction. Supports upsell marketing through analysisof historical purchasing combinations. NetSuite Inc. 2016Page 3
Customer Service and SupportNetSuite’s call center capabilities enables youto serve customers quickly and efficiently with360-degree customer view. Service teams can quickly monitor key Case management automates the business Marketing teams get instant lead-to-closeprocesses associated with customersupport case assignment, managementand escalation. Supports routing and tracking support casesaccording to product, issue, case type,partner or customer.metrics on call resolution times, customersatisfaction and renewals, call volumes andtrends, and more.metrics, number of website unique visitors,lead-generation trends, customer acquisitioncosts and more. Self-service reporting ensures everyonecan create their own reports and managetheir performance. Knowledge base helps customers get theanswers they need, aids customer rep trainingand education, and drives service consistency. Real-time dashboards and reporting toAccess keycustomer data inreal-time anytime,anywhere.monitor resolution metrics, renewals, andcustomer satisfaction. Online self-service enables customer casesubmissions, status tracking, communicationsand more.Real-Time Dashboards, Reporting, Analyticsand PlanningNetSuite delivers built-in, real-time role-baseddashboards, reporting and analytics enablingyour sales, marketing and service teams tomonitor personalized Key PerformanceIndicators (KPIs) and access the latest reportsas part of their everyday activities. KPI scorecards enable continuous salesperformance measurement. Sales teams get instant access to keymeasures such as achieved versus quota,actual versus sales forecast, sales pipelineby stage. NetSuite Inc. 2016Page 4
Anytime, Anywhere Mobile AccessNetSuite’s comprehensive support for mobiledevices—iPhone, BlackBerry or Android(provided by both NetSuite and NetSuitepartners)—ensures access to real-timebusiness information they need. Access the latest business reports andbusiness metrics. View, enter and update key customer andsales data. Time and expenses entry (including easysnap and attach receipt images). Activity management—calendar, tasks, calls.Integration with Ecommerce PlatformNetSuite CRM integrates with NetSuite’secommerce platform, providing a singlesystem of record for customer informationand interactions as well as the customer’scommerce transactions. This integratedsolution allows you to monitor and measureeverything that happens online and captureevery interaction with a customer orprospect automatically.Integration with Leading Social andProductivity ToolsNetSuite integrates with Yammer and Qontextusing its SuiteSocial platform, improvingcollaboration and overall sales productivity. SuiteSocial integration supports Twitter-likecross-departmental collaboration aroundopportunities, orders and other transactions. Microsoft Outlook integration supportscalendar and contact synchronization. Google Apps integration supports calendarsynchronization and contextual access ofNetSuite information from within Gmail.Monitor KeyperformanceIndicators (KPIs) inreal-time. Enables capturing of micro-interactions,including a quick visit to a website. Improves sales effectiveness by providinggreater visibility into products or services anexisting customer may be investigating onthe website. Enhances the customer experience byeliminating the need to reconcile data acrossCRM and ecommerce applications. NetSuite Inc. 2016Page 5
“With NetSuite, everything is ‘now’—the instant access to informationis incredible.” Simon Ellison, Sales and Marketing Director, Computer WarehousePartner Relationship ManagementNetSuite CRM provides full control over everyelement of the partnering process, includingjoint marketing campaigns, lead management,pipeline management, order processing, andcommissions and royalties. Lead management enables partners toregister and track their leads. Supports accurate, up-to-the-minute partnersales forecasts. Provides full visibility into all of your partners’leads, orders and sales activities. NetSuite Inc. 2016
marketing automation, customer support and service, ecommerce and flexible customization, all in a single cloud CRM solution. And unlike typical CRM solutions, NetSuite CRM includes powerful sales performance management, order management and partner management. NetSuite CRM can also in
