NetSuite’s customer relationship management or CRM software is an industry-leading tool and has several key features that increase the efficiency and productivity of teams.
Users of NetSuite’s cloud CRM solution will find their case management feature is particularly suited to the needs of manufacturers and distributors who provide frontline support to partners, customers, distributors, and end-users. The key capabilities of case management are workflow-based case assignment, escalation rules, and issue management.
With this feature, an organization can view opportunities in lists or within detailed opportunity records, as well as competitive profiles, which include the strengths and weaknesses of competitors. This feature of NetSuite’s customer relationship management tool also allows users to assign different priorities to opportunities, customers, and leads
NetSuite’s campaign management feature allows users to create and track highly targeted marketing campaigns based on demographics, purchase trends, response patterns, and support histories. Some of the key benefits of this feature include the ability to manage, track, and analyze all marketing campaigns in a single application and categorize and assess the number of touchpoints needed to move a lead through the sales process.
Leads are an important aspect of customer relationship management and NetSuite’s cloud CRM solution has a Web to Lead Form feature that is extremely useful to businesses. With this feature, a business using the enterprise resource planning or customer relationship management tools by NetSuite can capture leads from their website and populate CRM automatically in real-time while also delivering captured marketing leads to the right sales representative quickly and efficiently.
One of the key features of the cloud CRM+ solution by NetSuite is knowledge management, through which users can organize and publish content easily, which will allow their customers and service reps to quickly track down the information they need.
While NetSuite is known for its cloud ERP and CRM, its partner relationship management (PRM) tool is also extremely useful to organizations. The PRM tool enables real-time information flow that enhances visibility. It also boosts collaboration between the organization and its partners and creates a channel between the two parties.
Some of the key benefits to using the PRM feature in addition to the cloud ERP system and cloud CRM+ solution is that organizations can develop and execute integrated marketing campaigns to deliver qualified leads to the right partners.
It also allows users to gain insight into day-to-day marketing and sales activities and this insight can improve tracking and shorten sales cycles.
NetSuite’s integrated customer service management feature enables businesses to deliver excellent customer service across every touchpoint. With this feature, support teams can access customer information to drive customer satisfaction and retention and also deliver a high-quality and high-touch experience for customers while reducing the cost of customer care.
Among the other benefits of customer service management features when using NetSuite’s cloud ERP or cloud CRM solution is that they accelerate case resolution time by providing support reps with complete customer visibility and also empower sales, service, and support reps to upsell and cross-sell in a more efficient manner.
An important feature of NetSuite’s customer relationship management tool, sales forecasting uses real-time sales data in forecasting and provides complete visibility into opportunities. The rich set of forecasting tools provided by this feature is extremely beneficial to businesses and teams can make use of probability-based forecasting, which offers weighted measurements of pending opportunities, quotes, and orders.
Timesheet management is one of the top ten features of NetSuite cloud ERP and CRM and these features make it simple and easy for employees to enter the number of hours they worked for as well as supporting timesheet information.
Timesheet management as part of NetSuite’s cloud CRM solution allows users to quickly and easily capture detailed timesheets, whether it is on-site or remotely. The feature also enables timesheet entry mapping and its key features are timesheet entry, timesheet approvals, and total integration.
The benefits of using this feature include flexible time entry, integrated time tracking, and improved visibility and control. NetSuite also allows users to manage and submit timesheets for approval based on the organization’s unique business processes.
With NetSuite’s email marketing, a business can increase revenue with targeted email and omnichannel marketing and also build a scalable, segmented marketing database for data-driven marketing. In addition to this, email marketing leverages past-purchase data to drive customer loyalty.