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. They include leads, 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. They include the 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. This is possible even if it takes place 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. You can do this 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

We provide an integrated sales process for your sales organization. This includes opportunities, upsells, bid management, sales forecasting, and order management, and fulfillment. The sales team can view every part of the client relationship. This comprises 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. This is possible in NetSuite with perfect validity and consistency. 

Automated Marketing 

You can focus, develop, implement, and evaluate advertising strategies. They eliminate the difficulty of lead qualifying and acquisition. You can monitor and analyze a prospect's behavior and determine when a lead meets recognized buyer-readiness criteria. Sales receives the lead as soon as they fulfil established criteria. 

Management of Customer Service 

You can develop and standardize case management systems. This enables clients to 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.  You get full control over all aspects of the sales and marketing process for partners. This includes 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 can monitor calendar reminders, log call notes, and create quotes. They can also submit timesheets and costs using simple snap-and-attach receipts. 

Problems Solved by NetSuite CRM

• Data from a number of different sources. 

You can boost the productivity and cooperation of employees through a centralized source of information. It comprises data 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 

You can handle sales and affiliate goals easily. You can also calculate commissions and referral rewards at the end of each 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. The 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.