1. Customer management
Having a complete overview of all your customers is invaluable. NetSuite CRM doesn’t just give you easy access to customer contact information but all types of customer interaction, including sales history, support correspondence and shipping status. This means that you can build a profile of each of your customers, and therefore better serve them.
2. Sales Forecasting
Accurate sales forecasting is vital for capitalising on opportunities and NetSuite CRM provides you with the real-time data that you need in order to predict sales. The comprehensive range of forecasting tools include a system of checks and balances that triangulate the sales forecast and enable you to get key insight into sales opportunities and how they’re likely to impact your overall targets.
3. Time Tracking
The old business adage – time is money is something that NetSuite has taken to heart with their CRM solution. You can track the time your staff spend on individual interactions with incredible accuracy so you get better insight into the value of each client, customer or lead.
4. Campaign Management
Part of NetSuite CRM’s marketing automation tools, campaign management allows you to create marketing campaigns that are based on solid data rather than hunches. With access to a wide range of information about your customers, including demographics, response patterns, purchase trends and support history, you can ensure that your marketing campaigns are optimised for the best results.
5. Email Marketing
Being able to manage your email marketing campaigns in the same system is a huge benefit of NetSuite CRM. You can create highly targeted campaigns with compelling content and even target certain sections of your list to maximise your open rates. The emails you send your contacts, as well as their interactions, are then stored within that person’s record.
6. Incentive Compensation
Incentive compensation gives your sales force full visibility into current sales incentives and also completely automates key processes such as commission calculation and closed sales order flow. This cuts down the risk of error drastically.
7. Opportunity Management
Opportunity management gives your sales team instant access to all the data they need to make the most of sales opportunities. Everything is presented in a structured and intuitive way, including contacts, meetings records and categories of products and services.
8. Lead management
NetSuite CRM seamlessly aligns marketing and sales functions, allowing you to manage lead generation, tracking from initial lead capture, to opportunity, all the way through to customer. By tracking their journey, you are able to build a full profile and truly personalise your approach.
9. Real-time Dashboards
The real-time dashboards in NetSuite CRM are a key part of the customer management tools. They enable your customer service, sales and marketing teams to identify key stats at a glance such as the number of calls resolved, call volume, open opportunities and response to email campaigns.
And due to the software being cloud-based, it can be accessed and updated from anywhere at any time; this means that your data is always up-to-date. The dashboards can also be customised to each employee so they can choose to see the data that is relevant to them.
10. Reporting and analytics
Access a multitude of reports in real time. And create personalised reports quickly and easily, that allow you to monitor the key performance indicators that are important to you.
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