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Home  >  NetSuite Solutions  >  NetSuite CRM

NetSuite CRM

NetSuite CRM

NetSuite CRM Software Solution

NetSuite CRM is a software solution for Customer Relationship Management (CRM). Elevate, optimize, and automate Customer Relationship Management (CRM) business area in a single, integrated, secure, flexible, and powerful cloud business software solution with NetSuite CRM. NetSuite CRM provides the essential platform and comprehensive tools to achieve high quality, united, productive, profitable, and scalable Customer Relationship Management (CRM) business area with reduced operational expenses. NetSuite CRM enables real-time accurate visibility, insightful analytics, and actionable forecasts to measure Customer Relationship Management (CRM) business area success. NetSuite CRM supports most countries, currencies, languages, industries, models, areas, processes, and departments.

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

  •   NetSuite CRM
  •   NetSuite CRM Relationship Types
  •   NetSuite CRM Groups
  •   NetSuite CRM Other Relationships
  •   NetSuite CRM Duplicate Detection
  •   NetSuite CRM Marketing
  •   NetSuite CRM Promotion Types
  •   NetSuite CRM Promotional URL Parameters
  •   NetSuite CRM Sales
  •   NetSuite CRM Upsell Manager
  •   NetSuite CRM Configure, Price, Quote (CPQ)
  •   NetSuite CRM Last Sales Activity
  •   NetSuite CRM Support
  •   NetSuite CRM Case Classification Fields
  •   NetSuite CRM Case Email Notifications
  •   NetSuite CRM Case Alerts
  •   NetSuite CRM Activities
  •   Where can NetSuite CRM Activities Be Managed
  •   NetSuite CRM Online Form Types
  •   NetSuite CRM Online Form Configuration
  •   NetSuite CRM Communication
  •   NetSuite CRM Message Types
  •   NetSuite CRM Communication Template Types
  •   NetSuite CRM Bulk Merge Types
  •   NetSuite CRM Customer Center
  •   NetSuite CRM Customer Center Access Requirements
  •   Contact Suite Certified to request NetSuite CRM software solution.
  •   Contact Suite Certified to request NetSuite certified & authorized solutions.

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.

NetSuite CRM Relationship Types

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

Contact Suite Certified to request NetSuite CRM relationship types.

NetSuite CRM Groups

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

Contact Suite Certified to request NetSuite CRM groups.

NetSuite CRM Other Relationships

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

Contact Suite Certified to request NetSuite CRM other relationships.

NetSuite CRM Duplicate Detection

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

Contact Suite Certified to request NetSuite CRM duplicate detection.

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.

Contact Suite Certified to request NetSuite CRM marketing.

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.

Contact Suite Certified to request NetSuite CRM promotion types.

NetSuite CRM Promotional URL Parameters

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

Contact Suite Certified to request NetSuite CRM promotional url parameters.

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).

Contact Suite Certified to request NetSuite CRM sales.

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.

Contact Suite Certified to request NetSuite CRM upsell manager.

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.

Contact Suite Certified to request NetSuite CRM configure, price, quote (CPQ).

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.

Contact Suite Certified to request NetSuite CRM last sales activity.

NetSuite CRM Support

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

Contact Suite Certified to request NetSuite CRM support.

NetSuite CRM Case Classification Fields

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

Contact Suite Certified to request NetSuite CRM case classification fields.

NetSuite CRM Case Email Notifications

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

Contact Suite Certified to request NetSuite CRM case email notifications.

NetSuite CRM Case Alerts

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

Contact Suite Certified to request NetSuite CRM case alerts.

NetSuite CRM Activities

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

Contact Suite Certified to request NetSuite CRM activities.

Where can NetSuite CRM Activities Be Managed

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

Contact Suite Certified to request NetSuite CRM activities dashboard and calendar.

NetSuite CRM Online Form Types

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

Contact Suite Certified to request NetSuite CRM online form types.

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.

Contact Suite Certified to request NetSuite CRM online form configuration.

NetSuite CRM Communication

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

Contact Suite Certified to request NetSuite CRM communication.

NetSuite CRM Message Types

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

Contact Suite Certified to request NetSuite CRM message types.

NetSuite CRM Communication Template Types

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

Contact Suite Certified to request NetSuite CRM communication template types.

NetSuite CRM Bulk Merge Types

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

Contact Suite Certified to request NetSuite CRM bulk merge types.

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.

Contact Suite Certified to request NetSuite CRM customer center.

NetSuite CRM Customer Center Access Requirements

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

Contact Suite Certified to request NetSuite CRM customer center access requirements.

For assistance…

Suite Certified is a renowned NetSuite CRM solution provider for companies and organizations around the world, Certified & Authorized by Oracle NetSuite, with extensive subject matter expertise in both functional and technical NetSuite. Suite Certified earned all NetSuite Certifications & Authorizations, including 10 NetSuite Certifications and 2 NetSuite Authorizations, while acquiring 25 years of experience with NetSuite. Suite Certified is NetSuite certified & authorized, skilled, and experienced to implement all business requirements, from the most basic to the most complex, in NetSuite CRM to ensure NetSuite CRM is a business asset for your company or organization. Suite Certified is NetSuite certified & authorized, skilled, and experienced with all NetSuite CRM features and functionality.

If you believe your company or organization can benefit from NetSuite CRM, we invite you to Contact Suite Certified.

Categories: NetSuite Solutions Tags: CRM, Implementation, Mobile

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