Oracle NetSuite
CRM
Oracle NetSuite CRM
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NetSuite CRM
Sales Force Automation
Enable your sales team to stay up-to-date with prospects, customers, opportunities, and orders in real-time.
• Keep track of opportunities, including their status, revenue, key contacts, notes, and associated documents.
• Offer sales managers a comprehensive view of all leads and opportunities in the pipeline.
• Record detailed information about each interaction and seamlessly convert opportunities into quotes and sales orders.
Customer Service and Support
Empower your customer service center with a comprehensive, 360-degree view of your customers.
• Streamline case management workflows with automated assignment and escalation.
• Categorize support cases by product, issue, case type, partner, or customer for better tracking and reporting.
• Offer online self-service options, such as case submissions and status tracking, to enhance customer satisfaction and reduce workload.
Ecommerce
Integrate NetSuite’s ecommerce solution with your CRM to establish a unified system of record for customer information and transactions.
• Capture and track every online interaction with both prospects and customers.
• Boost sales effectiveness by gaining greater insight into products or services that were recently viewed.
• Elevate the customer experience by taking advantage of real-time data integrations between your CRM and ecommerce platform.
Upsell, Quote and Order Management
You can easily convert quotes into approved sales orders and process them automatically with back-end financials.
• Intelligent upsell management and buying patterns can provide recommendations.
• Automated tax and shipping-rate calculations, pricing and discounting rules can improve quote and order accuracy.
• Online approval and automated workflows can accelerate order management.
Mobile
Here are some possible rephrased versions:
Gain access to up-to-date business information on your mobile device anytime, anywhere.
Use your mobile device to view, enter, and update important customer and sales data in real-time.
Snap and attach receipts to easily submit time sheets and expenses on-the-go.
Manage your daily tasks, activities, and calls directly from your smartphone.
Reporting and Analytics
Customizable dashboards provide real-time reports tailored to the needs of sales, marketing, and service teams based on their roles.
• Personalized key performance indicators allow for the continuous measurement of sales performance.
• Sales goals such as actual versus forecast, achieved versus quota, and sales pipeline by stage can be easily accessed.
• Customer service metrics such as call resolution times, customer satisfaction, subscription renewals, call volumes, and case trends can be monitored.
• Marketing benchmarks such as lead-to-close metrics, customer acquisition costs, number of website unique visitors, and lead-generation trends can be examined.
Marketing Automation
Streamline multi-channel marketing campaigns to complement sales efforts.
• Ensure timely response to make the most of opportunities.
• Automate the capture of leads from various sources like websites, search engines, direct mail, and events.
• Develop and deploy promotional and automated email marketing campaigns.
• Facilitate upsell marketing based on customers’ past purchasing behavior.
Sales Forecasting and Quota Management
Incorporate reliability, predictability, and trust into your sales process by following these steps:
• Provide users with the ability to classify transactions based on their forecast type, allowing them to correctly identify opportunities, quotes, and estimates.
• Utilize probability-based forecasting that allows for customizable weighting of pending opportunities, quotes, and orders.
• Analyze actual sales and recurring revenue projections in forecasts and compare them with variances to gain insights.
Partner Relationship Management
Achieve complete control over every aspect of your partnering process with NetSuite.
• Efficiently manage your leads, joint marketing efforts, sales pipeline, orders, and commissions.
• Allow partners to easily register, manage, and track their own leads.
• Gain full visibility into your partners’ sales forecasts to optimize collaboration and maximize revenue.
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