Sales Force Automation 

Equip sales with real-time access to prospect, customer, opportunity and order records.  

• Manage opportunities across status, revenue, key contacts, notes and related documents. 
• Provide sales managers with a complete view of all leads and opportunities in the pipeline. 

• Capture detailed records across all interactions and convert opportunities into quotes and sales orders. 

Real-time dashboards deliver customizable, role based reports to sales, marketing and service teams. 

• Measure continuous sales performance with personalized key performance indicators.                        Access sales goals such as achieved versus quota, actual versus sales forecast and sales pipeline by stage. 
• Monitor customer service metrics on call resolution times, customer satisfaction, subscription renewals, call volumes and case trends. 
• Examine marketing benchmarks like lead-to-close metrics, number of website unique visitors, lead generation trends and customer acquisition costs.

Sales Forecasting and Quota Management 

Build reliability, predictability and trust into the sales process. 

• Allow users to categorize the transaction forecast type to appropriately identify opportunities, quotes and estimates. 
• Utilize probability-based forecasting with adjustable weighted measurement of pending opportunities, quotes and orders. 
• Analyze actual sales and recurring revenue projections in forecasts and variances. 

Easily convert quotes into approved sales orders and automatically process with back-end financials. 

• Provide recommendations based on intelligent upsell management and buying patterns. 
• Improve quote and order accuracy by including automated tax and shipping-rate calculations, pricing and discounting rules. 
• Accelerate order management with online approval and automated workflows. 

Customer Service and Support 

Provide the customer service center with a 360-degree customer view. 

• Automate case management processes for assignment and escalation. 
• Track support cases according to product, issue, case type, partner or customer.
• Enable online self-service with case submissions, status tracking and communications. 

Marketing Automation

Automate multi-channel marketing campaigns to align with sales efforts.  

• Enable rapid response to maximize the value of opportunities. • Automate lead capture from websites, search engines, direct mail and events. 
• Build and send promotional or automated email marketing campaigns.
• Support upsell marketing based on historical purchasing patterns. 

Ecommerce                                                                        

Connect with NetSuite’s ecommerce solution to create a single system of record for customer, activity and transaction data.                                                                       

• Track every online interaction with prospects and customers. 
• Improve sales effectiveness by providing greater visibility into products or services recently browsed. 
• Enhance the customer experience by leveraging real-time data integrations between CRM and ecommerce.

Partner Relationship Management 

Fully control every element of the partnering process. 

• Manage leads, joint marketing, sales pipeline, orders and commissions. 
• Enable partners to register, manage and track their leads. 
• Provide full visibility into your partners’ sales forecasts. 

Mobile

Access real-time business information on mobile devices.   

• View, enter and update key customer and sales data. 
• Submit timesheets and expenses with easy snap and attach receipts. 
• Manage everyday activities, tasks and calls from your smartphone.