NetSuite’s Customer Relationship Management (CRM) software is the only cloud solution that delivers a real-time, 360-degree view of your customers. NetSuite CRM provides a seamless flow of information across the entire customer life cycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. In addition to offering traditional CRM capabilities such as SFA, customer service management and marketing automation, NetSuite CRM delivers quotes, order management, commissions, sales forecasting and integrated E-commerce capabilities.
NetSuite capabilities allow growing companies to manage quote creation, order processing, sales forecasting, commissions, customer renewals and upselling, and multi-national sales and service and to provide sales and service reps with real-time visibility in to all past customer transactions and current order, inventory, fulfillment, service, and payment status.
Take this CRM solution mobile and extend collaboration and productivity beyond the workplace. With intuitive tools that provide your mobile workforce with the ability to easily access and upload important data they need outside the office, they're empowered with information at their fingertips. With mobile apps for both iPhone and Android, NetSuite is meeting customer demand for access to ERP capabilities over the world's two most popular mobile operating systems
As an administrator, implementation of the CRM portion of NetSuite was relatively painless in comparison to the overall project's scope. It can do sales territories, automatic assignment based on geographic locations and other factors (or round robin if you don't do that). It can do sales teams, it can do multi-split customer contributions. It's very granular, and can do a lot of specific things in regards to marketing avenues and tracking leads/prospects/etc.
However, the product could use a lot of love in regards to promo codes/marketing.
First, its email marketing interface could use an absolute TON of work. If they could make it more like something like Mailchimp, rather than having to use full-out HTML code (and uploading photos elsewhere) it would be far more useful. As it stands now, it's archaic in comparison to marketing-focused platforms. We would use it a lot more if it didn't require so much work for each campaign.
The promo code interface could also use more work, or more options at least. Why, for example, do we have a limitation in regards to "BOGO"? I can certainly do a "buy 3, get 1 free" promo code. But what can't I do a "buy 5, get 2 free"? It only lets me select 1 free product. I should be able to do this like most other systems. Why do I have to make 5 promo codes for 5 product variations (i.e. if the customer wants a blue glove, we have to create a get blue free promo code. If they want a green glove free, we have to create a separate promo code). This needlessly results in dozens of promo codes per flyer. And unfortunately there is no "add multiple" promo code on a sales order, which makes it much slower for our sales team to add the codes. With a bit of love, this can be drastically improved experience for our end users/sales reps and customers.
Thinking about business, data and time, all are gold to take decisions, to know what is business and what’s not, NetSuite CRM let you to capture all the data inside their modules, to see the real cost of the business to develop and the budget necessary to launch each project, once you know this you can have the decisions on your hands, or real approximately cost, Netsuite CRM can integrate all real ongoing operations, within several departments (Sales Force, Inventory and Supply departments, Infrastructure ). With this tool you could have the accurate information of work needed on to start something, the integration of all the departments of the company inside this tool could make you run faster through your daily operation. All departments have their place in this party, all departments are important to make your business grow. With this you just have to worry about the process, to make this happen.
The integration with several departments is very efficient, when you are handling projects inside a projectized enterprise, you need to integrate several departments with many people involved, with this tool, you can organize the work, to fill in each part the parth whom it concern to each one of the team.
In our case (operations department), we use the Location cost Module, and it is a very efficient module for us, we capture all the data collected on our site survey, and the module tell us, the cost, and all the infrastructure needed to build the project, and if something are missing in our stock, logistics and materials can be awarded of the material needed to buy, all by the same system; After this step, all the information is delivered to Sales Force to make the negotiation, and then make the things happens.
Sometimes, you have to take your time to into the needs of the projects to have the accurate information that you need. Sometimes, this process could be annoying, but it's worth it, you will save so much time and headache pills after all of this. And remember this system is very flexible.
Sometimes another cons for this tool is the speed, it runs slow, even when you have a high speed internet connection, so don´t be anxious or desperate when you are working on this tool.
It's great for creating a centralized space to manage, track and convert leads through the admissions process. The tracking capability is fantastic and is a great to for creating transparency in terms of lead management. Upper managers can see how many leads sales reps receive and see which leads haven't been "touched." Fantastic for bigger for-profit schools that manage a higher volume of leads and inquiries.
This software really helped centralize the inquiry and lead phase our admissions process. Netsuite is great for organizing and prioritizing higher volume number of leads (15-20 per day) to ensure that those leads don't fall through the cracks. It was also a great resource for tracking sales day-by-day, week-over-week, year over year etc.
As with any CRM it takes a few weeks to build confidence in pulling reports, properly labelling inquires. There's a lot of clicking and attention to detail that's required in order to make sure that the orders flow through the admissions process. This isn't a software you would want you staff to learn on the fly; give them the tools and resources so that you can keep the data clean and have consistency with established processes.
It is an all-in-one tool that I used as both a project manager and as the marketing coordinator after a lateral promotion. For project management, it was ideal. As there were several teams located around the globe, we were able to store documents and statistics related to the project for easy project handover and to support our teammates when needed. As marketing coordinator, I was able to send out mass email campaigns to our clients and leads, specifying the list or client type/industry as desired. It was convenient to do this through one system without having to use a free email campaign service that would have a footnote at the bottom of the email indicating we used it. Finally, I helped code customer satisfaction surveys to track our performance on a project-by-project basis. The surveying was also used to understand the needs of our clients in order to grow the business in the right direction. It doesn't log out too fast after one is inactive, allowing you to work on other items and then turn back to the system to update it.
It can be particularly complex for users who aren't tech-savvy, and it's important the system administrator have experience in html/html5 coding. It can be difficult for users to manage their own dashboard and navigate the interface, but so long as they have contact with the administrator who can help onsite or remotely, it's fine. It does have an intimidating look to it, being that it can do so much. Its also not the prettiest interface I've ever encountered, which isn't really important, but the semiotics of it can turn someone off.
The system works well. The only issues we've experienced with functionality is slow to load time that can be traced to slow response of NetSuite servers. This means that on occasion it takes 10sec, 30sec, sometimes even 60sec to load a page. Overall, this is not a frequent occurrence but it does happen.
Price-wise, the system is very expensive, and other systems will deliver the same functionality for less. Also, their organizational structure makes it very difficult to get answers to questions. We've had consultants assigned to our account leave NetSuite and we went three months before they were replaced, during implementation! Not acceptable. We also have had a very hard time getting issues and concerns addressed by a sales manager, and there is no visibility into escalation structure, meaning we could not get a hold of a supervisor. Overall, NetSuite is going through some growing pains and has a lot of customer service issues to address in order to remain viable.
Easy to navigate
Detailed and robust
Poor account management
Poor customer service
Pricing available on request.
- Drive sales, service and marketing performance with real-time role based-dashboards
- Improve collaboration with your partners with joint lead and campaign management
- Streamline order management processes with complete integration across sales and finance
- Drive sales and service from anywhere with mobile access.
-Elevates productivity across the organization with a 360-degree view of customers.
-Improves sales performance through forecasting, upsell and commission management and more.
-Helps you manage global sales and services organizations.
Below are some frequently asked questions for NetSuite CRM+.
NetSuite CRM+ offers the following pricing plans:
Starting from: US$129,00/month
Pricing model: Subscription
Free Trial: Not Available
Pricing available on request.
NetSuite CRM+ offers the following features:
NetSuite CRM+ has the following typical customers:
Large Enterprises, Mid Size Business, Small Business
NetSuite CRM+ supports the following languages:
Chinese (Traditional), Danish, Dutch, English, French, German, Indonesian, Italian, Japanese, Korean, Portuguese, Russian, Spanish, Swedish, Taiwanese, Thai
NetSuite CRM+ has the following pricing plans:
NetSuite CRM+ supports the following devices:
Android, iPhone, iPad
NetSuite CRM+ integrates with the following applications:
Act-On, CallidusCloud CPQ, CallidusCloud Commissions, Capabiliti, ConnectLeader TeamDialer, LeadExec, NetSuite Inventory Management, NetSuite OneWorld, Pardot, Verenia CPQ
NetSuite CRM+ offers the following support options:
Forum, Knowledge Base, Online Support, Phone Support, Video Tutorials