NetSuite CRM
Boost Sales Productivity with Intelligent CRM
Empowering sales teams with tools to capture more leads, build pipelines and close deals faster is critical for business growth. However, disjointed sales systems introduce inefficiencies as teams struggle with scattered data, manual processes and limited visibility. NetSuite CRM provides an intelligent unified solution to enhance sales productivity.
NetSuite CRM goes beyond basic contact and lead management to deliver actionable insights, automate engagement and optimize team performance. With robust capabilities tailored for B2B, B2C and direct sales models, it can accelerate revenue generation.
Why Choose NetSuite CRM?
- Single customer record shared across all teams
- Intelligent workflows tailored to industry needs
- Omnichannel engagement from marketing to service
- Optimize resource allocation to opportunities
- Flexible platform to tailor the solution
When unified across departments, NetSuite CRM enables the complete customer lifecycle view needed to anticipate needs, resolve issues faster and coordinate personalized touchpoints.
Key Capabilities of NetSuite CRM
Customer Data
- Unified customer profiles
- Deep customer behavior insights
- Household relationship mapping
- Custom segmentation and targeting
Customer Support
- Omnichannel case management
- SLA management based on customer tier
- Automated assignment and escalation
- Real-time support analytics
Sales Force Automation
- Lead to opportunity management
- Sales process workflow automation
- Customizable opportunity stages
- Sales performance analytics
Commerce Integration
- Website visitor tracking
- Personalized web experiences
- Order history visibility
- Self-service account management
Marketing Automation
- Multi-channel campaigns
- Customer journey mapping
- Automated nurture programs
- Marketing ROI tracking
Integration and Customization of NetSuite CRM
Customization
- SuiteScripts and workflows for custom CRM logic
- Custom objects and workflows tailored to business needs
- Additional interface customizations
- Extended customer analytics and reporting
Integration with NetSuite Modules
- Shared customer data across all modules
- Real-time visibility across sales, marketing and service
- Unified customer profile across modules
Third-Party Integrations
- Connectors for external applications like social media
- Marketing automation platform integration
- Planning engine integration for sales forecasting
- EDI with distributors and channel partners
Industry Solutions
Technology
- Complex account management
- Sales process integration
- Customer success measurement
- Channel partner portals
Retail
- Omnichannel sales processes
- Loyalty program management
- Targeted promotions and offers
- Partner portal integration
Higher Education
- Student relationship management
- Admissions management
- Alumni engagement programs
- Faculty portal integration
Financial Services
- Household relationship mapping
- Campaign regulatory compliance
- Customer service workflow automation
- Partner referral integration
Media and Publishing
- Subscriber management
- Targeted subscription campaigns
- Automated renewal workflows
- Partner access portals
Government
- Constituent services management
- Case management workflows
- Citizen outreach campaigns
- Agency collaboration portals
Healthcare
- Patient management workflows
- Marketing regulatory oversight
- Personalized patient engagement
- Provider collaboration portals
Manufacturing
- Channel partner relationship management
- Sales forecasting and quotas
- Post-sales customer success measurement
- Channel incentive management
Transform Customer Engagement
Want to take CRM beyond siloed teams and data while tailoring robust workflows for your industry needs? SuiteRep can help develop a winning CRM strategy and roadmap to maximize customer value. Let’s connect!
FAQs
What kind of workflows can you build in NetSuite CRM?
We can automate any business process related to winning and retaining customers – from complex sales workflows to tiered support processes to personalized account management. The flexibility is incredible.
How does NetSuite CRM manage complex accounts like enterprises?
Very easily. You can model complex corporate hierarchies with parent/child relationships and capture extensive data at both account and contact levels. This enables personalized marketing, sales and support at scale.
Can we integrate other applications like social media platforms?
Absolutely. In addition to out-of-the-box integrations between NetSuite products, you can integrate external applications using APIs and web services. Our consultants can help build those connections to unlock more value from tech investments.
What industries are you able to support with CRM?
Name an industry and we can build tailored CRM processes supporting its needs. Our expertise crosses all verticals from tiered sales models in tech to patient workflows in healthcare to loyalty programs in retail. We deliver CRM that feels purpose-built for your world.
How long does a typical NetSuite CRM project take?
Implementation timelines vary based on scope and requirements, but projects often range from 3-6 months. The benefit of NetSuite is faster value thanks to flexible configurations vs costly coding. But we take the time to do it right!