NetSuite CRM Solution
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.
To help you better understand NetSuite CRM description, features, and functionality, our NetSuite CRM certified and authorized consultants will discuss:
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
NetSuite CRM Relationship Types
NetSuite CRM Relationship Types include Lead, Prospect, Customer, Partner, Contact, Competitor, and Other Name.
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NetSuite CRM Groups
NetSuite CRM Groups feature enables relationship records to be grouped in dynamic or static groups.
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NetSuite CRM Other Relationships
NetSuite CRM Other Relationships feature allows customer, partner, and other name relationships to have a shared record.
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NetSuite CRM Duplicate Detection
NetSuite CRM Duplicate Detection feature allows for relationship records duplicate detection and merge.
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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.
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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.
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NetSuite CRM Promotional URL Parameters
NetSuite CRM Promotional URL Parameters include Promotion, Campaign, and Partner.
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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).
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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.
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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.
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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.
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NetSuite CRM Support
NetSuite CRM Support features include Online Forms, Profiles, Rules, Escalation Rules, Territories, Cases, Case Templates, Alerts, Issues, Topics, and Solutions.
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NetSuite CRM Case Classification Fields
NetSuite CRM Case Classification Fields include Status, Priority, Type, Origin, and Issue.
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NetSuite CRM Case Email Notifications
NetSuite CRM Case Email Notifications can be sent on case creation, assignment, update, escalation, and closure.
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NetSuite CRM Case Alerts
NetSuite CRM Case Alerts can be sent based on saved search results.
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NetSuite CRM Activities
NetSuite CRM Activities include Events, Tasks, Phone Calls, Resources, and Calendars.
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Where can NetSuite CRM Activities Be Managed
NetSuite CRM Activities Can Be Managed using Activities dashboard and calendar, also available on NetSuite mobile app.
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NetSuite CRM Online Form Types
NetSuite CRM Online Form Types include Customer, Marketing, Case, File Download, and Custom Record.
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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.
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NetSuite CRM Communication
NetSuite CRM Communication features include Message, Activity, and User Note.
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NetSuite CRM Message Types
NetSuite CRM Message Types include Email, Fax, Letter, and PDF.
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NetSuite CRM Communication Template Types
NetSuite CRM Communication Template Types include Email, Campaign Email, Fax, Letter, PDF, and Advanced PDF/HTML.
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NetSuite CRM Bulk Merge Types
NetSuite CRM Bulk Merge Types include Email, Letter, Fax, and PDF.
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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.
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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.
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Companies and organizations of all sizes around the world engage Suite Certified to make NetSuite a business asset.
Contact Suite Certified to make NetSuite a business asset.