Oracle Netsuite

When it comes to functionality, NetSuite boasts a really strong kit. The tool provides a comprehensive flow of information regarding the whole customer lifecycle, including lead generation, opportunity management, sales orders, fulfillment and renewal, upselling and cross-selling, and customer support.
Alongside common CRM functionality like contact management, pipeline view, notifications, reminders, and basic automation, NetSuite offers customer service management, marketing, and sales automation, partner relationship management, and sales forecast.

Sales Forecast

The sales forecast tools are condensed into a single dashboard via a unique checks and balances system. This helps simplify the whole sales process and allows you to make adjustments to probability-based forecasting more efficiently. The probability-based forecasting offers pending opportunities measurement, quotes, and orders. Finally, you can configure your forecast accuracy by creating appropriate categories and entering a sales range for each deal.

Partner Relationship Management

Partner relationship management enables a real-time information flow between you and your partner network. The enhanced visibility boosts collaboration on multiple levels, allowing you to create joint marketing campaigns and sales forecasts, and oversee lead management, pipeline management, order processing, and commissions.

Customer Service Management

The customer service management feature offers a complete overview of all customer interactions. The essential customer data can be accessed anytime, anywhere via the NetSuite iOS and Android apps. The online customer knowledge portal is used to provide all the necessary information to clients, which helps reduce costs in the long run. Thanks to full customer interaction visibility, your team can provide high-quality service and close cases more efficiently. Finally, once a case is successfully resolved, you get an excellent opportunity to upsell corresponding services to the right customers.

NetSuite offers robust marketing automation, allowing you to automate a number of routine tasks related to emails and social media management. Automated workflows allow you to identify sales-qualified leads much faster, allowing sales reps to capitalize on hot deals. Furthermore, features like data segmentation and premade templates allow you to quickly generate personalized marketing content and engage relevant users. Finally, you can quickly populate your CRM with new leads through web forms, allowing sales reps to quickly assess the needs of each customer and act accordingly.

SalesForce Automation

Designed primarily for e-commerce businesses, the SFA offers incredible visibility into all aspects of customer relationships, including support tickets, purchasing history, and inventory. This information allows sales reps to upsell, cross-sell, and drive order renewals.

Oracle NetSuite doesn’t provide any concise information regarding the reporting features. However, it’s possible to analyze campaign statistics and ROI from the very start of the marketing campaign up to the final order transaction. There are also a number of sales-related reports available with a detailed analysis of customer interactions including phone calls, emails, tasks, meetings, and notes.

In terms of integrations, the brand also doesn’t provide a list of available apps. However, we have confirmed that the app can be integrated with SalesForce, HubSpot, Shopify, Celigo, MailChimp, Nimble, and Quick Base. You will need to contact the vendor for more information.