NetSuite CRM

NetSuite CRM Software Solution

NetSuite CRM is a software solution for Customer Relationship Management (CRM).

To help you better understand NetSuite CRM, our NetSuite CRM certified & authorized consultants will discuss:

What is NetSuite CRM?

NetSuite CRM is a software solution for Customer Relationship Management (CRM) including relationships, groups, duplicate detection, marketing, promotions, promotional URLs, sales, upsell manager, configure-price-quote (CPQ), last sales activity, support, cases, activities, online forms, communication, messages, templates, bulk merge, and customer center.

Contact Suite Certified to request NetSuite CRM software solution.

What are NetSuite CRM Relationship Types?

NetSuite CRM Relationship Types include Lead, Prospect, Customer, Partner, Contact, Competitor, and Other Name.

What is NetSuite CRM Groups?

NetSuite CRM Groups feature enables relationship records to be grouped in dynamic or static groups.

What is NetSuite CRM Other Relationships?

NetSuite CRM Other Relationships feature allows customer, partner, and other name relationships to have a shared record.

What is NetSuite CRM Duplicate Detection?

NetSuite CRM Duplicate Detection feature allows for relationship records duplicate detection and merge.

What is NetSuite CRM Marketing?

NetSuite CRM Marketing features include Online Forms, Lead Sources, Promotions, Campaign Domains, Campaign Email Addresses, Marketing Templates, Groups, Campaign Subscriptions, Campaigns, Campaign Events, Campaign Responses, and Promotional URLs.

What are NetSuite CRM Promotion Types?

NetSuite CRM Promotion Types include Standard, Advanced, and SuitePromotions. SuitePromotions allows more than one promotion to be applied to a sales transaction.

What are NetSuite CRM Promotional URL Parameters?

NetSuite CRM Promotional URL Parameters include Promotion, Campaign, and Partner.

What is NetSuite CRM Sales?

NetSuite CRM Sales features include Online Forms, Customer Statuses, Lead Conversion, Rules, Territories, Managers, Teams, Pipeline, Forecast, Quota, Campaigns, Merchandise Hierarchies, Upsell Items, Upsell Manager, and Configure, Price, Quote (CPQ).

What is NetSuite CRM Upsell Manager?

NetSuite CRM Upsell Manager feature identifies upsell items and customers to target, then creates customer group, task, phone call and opportunity records.

What is NetSuite CRM Configure, Price, Quote (CPQ)?

NetSuite CRM Configure, Price, Quote (CPQ) feature configures products and services, determines pricing, and generates item, manufacturing routing, proposal, and sales order records.

What is NetSuite CRM Last Sales Activity?

NetSuite CRM Last Sales Activity feature displays date and hyperlink to last sales activity record created or updated on lead, prospect, customer, contact and opportunity records.

What is NetSuite CRM Support?

NetSuite CRM Support features include Online Forms, Profiles, Rules, Escalation Rules, Territories, Cases, Case Templates, Alerts, Issues, Topics, and Solutions.

What are NetSuite CRM Case Classification Fields?

NetSuite CRM Case Classification Fields include Status, Priority, Type, Origin, and Issue.

What is NetSuite CRM Case Email Notifications?

NetSuite CRM Case Email Notifications can be sent on case creation, assignment, update, escalation, and closure.

What is NetSuite CRM Case Alerts?

NetSuite CRM Case Alerts can be sent based on saved search results.

What is NetSuite CRM Activities?

NetSuite CRM Activities include Events, Tasks, Phone Calls, Resources, and Calendars.

Where can NetSuite CRM Activities Be Managed?

NetSuite CRM Activities Can Be Managed using Activities dashboard and calendar, also available on NetSuite mobile app.

What are NetSuite CRM Online Form Types?

NetSuite CRM Online Form Types include Customer, Marketing, Case, File Download, and Custom Record.

What is NetSuite CRM Online Form Configuration?

NetSuite CRM Online Form Configuration can include record creation or update, duplicate detection & handling, classification fields, redirect, and email notifications.

What is NetSuite CRM Communication?

NetSuite CRM Communication features include Message, Activity, and User Note.

What are NetSuite CRM Message Types?

NetSuite CRM Message Types include Email, Fax, Letter, and PDF.

What are NetSuite CRM Communication Template Types?

NetSuite CRM Communication Template Types include Email, Campaign Email, Fax, Letter, PDF, and Advanced PDF/HTML.

What are NetSuite CRM Bulk Merge Types?

NetSuite CRM Bulk Merge Types include Email, Letter, Fax, and PDF.

What is NetSuite CRM Customer Center?

NetSuite CRM Customer Center pages include See Orders / Purchase History, Enter Orders, Reorder Items, View Returns, Request a Return, Quotes, Quote to Sales Order, Account Balance, Invoices, Make a Payment, Print a Statement, Transaction History, Product Lists / Wishlists, Save for Later, Case Management, My Account Settings, and Subscription Management.

What are NetSuite CRM Customer Center Access Requirements?

NetSuite CRM Customer Center Access Requirements include customer center user role, email address, and password.

For assistance…

If you believe your company or organization can benefit from NetSuite CRM, we invite you to contact our NetSuite CRM consulting company. Our NetSuite CRM consultants are certified & authorized, skilled, and experienced for more than 24 years.