16 Jun, 2022

NetSuite Customer Relationship Management (CRM)

The Customer Relationship Management (CRM) solution from NetSuite facilitates business relationships with existing and potential clients and partners in one central location. 

NetSuite CRM provides a seamless flow of information throughout the customer’s lifecycle, from leads to opportunities, orders, fulfillments, updates, upsells, cross-sells, and support, including Salesforce Automation (SFA) and customers. It has all the characteristics of a standard CRM system. Ability to automate service management, marketing, and manage offers, commissions, sales forecasts, and affiliate relationships. 

Advantages of NetSuite CRM  

• Unique data sources

A single view of customers across all platforms gives you total visibility into all transactions and interactions, whether they happen online, in-store, or over the phone.

• Enhanced sales performance 

With a unified quote-to-order, money, and delivery solution, you can gain visibility into your pipeline and projections while also streamlining the selling process.  

• Successful Campaign Management

Streamline marketing campaign implementation across numerous platforms.  

• Improved customer satisfaction  

To increase customer satisfaction, support workers can access customer data at any time and from any location.  

Features of NetSuite CRM 

Automation of sales force 

From opportunities, upsells, and bid management to sales forecasting, order management, and fulfillment, we provide an integrated sales process for your sales organization. The sales team can view every part of the client relationship, including support issues and back-office data like contracts and inventory.  

Configure, Price, Quote

NetSuite CPQ allows sales teams to easily configure, price, and quote complicated goods and services straight in NetSuite with perfect validity and consistency. 

Automated Marketing 

Advertising strategies may be focused, developed, implemented, and evaluated, eliminating the difficulty of lead qualifying and acquisition. Monitor and analyze a prospect's behavior, determine when a lead meets recognized buyer-readiness criteria, and send the lead to sales as soon as it fulfills your established criteria. 

Management of Customer Service 

Develop and standardize case management systems so that clients may submit problems online, track their progress, and respond with follow-up communications. Customers can rapidly find solutions to their questions using an online knowledge base. 

Relationship Management with Partners 

 Enables a real-time flow of information between you and your partner.  Full control over all aspects of the sales and marketing process for partners, including co-marketing campaigns, lead management, pipeline management, order processing, partner fees, and commissions. 


From a tablet or mobile device, you may view, enter, and modify important client and sales information. Users may do things like monitor calendar reminders, log call notes, and create quotes, as well as submit time sheets and costs using simple snap-and-attach receipts. 

Problems Solved by NetSuite CRM

• Data from a number of different sources. 

Employees' productivity and cooperation are boosted through a centralized source of information on clients, items, marketing, promotions, tax, and more.  

• Poor visibility into lead and sales activity.

Obtain a comprehensive picture of your leads, prospects, and customer activity and inform your sales, marketing, and service teams. 

• Marketing campaign that is not aligned with sales 

Align qualifying leads and sales to relevant marketing campaigns to organize marketing and sales goal-achieving procedures. 

• Administering Sales Commissions 

Automatically manage sales and affiliate quotas and process commissions and referral rewards at the end of the month or quarter. 

What is the cost of NetSuite CRM?  

Businesses of all sizes, from commercial start-ups to fast-growing companies use NetSuite 

Users pay an annual license fee in NetSuite. Number of users, the core platform, and optional modules, are the three primary components of the license. There will be a one-time implementation cost for the first setup. The benefit of cloud software is that when your company expands, you can effortlessly enable additional features and users. 

Contact Jobin & Jismi for any queries related to NetSuite Customer Relationship Management.