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.
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.