NetSuite CRM
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? What is NetSuite CRM Relationships? What is NetSuite CRM Marketing? What is NetSuite CRM Sales? What is NetSuite CRM Support? What is NetSuite CRM Activities? What is NetSuite CRM Online Forms? What is NetSuite CRM Communications? What is NetSuite CRM Customer Center?
What is NetSuite CRM?
NetSuite CRM (Customer Relationship Management) is a software solution for customer relationship management including relationships, marketing, sales, support, activities, online forms, communications, and customer center.
What is NetSuite CRM Relationships?
NetSuite CRM relationships include Leads, Prospects, Customers, Partners, Contacts, Competitors, and Other Names. Relationships can be grouped in dynamic or static groups. NetSuite Other Relationships feature allows customer, partner, and other name relationships to have a shared record. NetSuite Duplicate Detection feature enables relationship records duplicate detection and merge.
What is NetSuite CRM Marketing?
NetSuite CRM marketing includes Online Forms, Lead Sources, Promotions, Campaign Domains, Campaign Email Addresses, Marketing Templates, Groups, Campaign Subscriptions, Campaigns, Campaign Events, Campaign Responses, and Promotional URLs. NetSuite promotion types include standard, advanced, and SuitePromotions. SuitePromotions allows more than one promotion to be applied to a sales transaction. Promotional URLs parameters include promotion, campaign, and partner.
What is NetSuite CRM Sales?
NetSuite CRM sales includes 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). NetSuite Upsell Manager feature identifies upsell items and customers to target, then creates customer group, task, phone call and opportunity records. Configure, Price, Quote (CPQ) feature configures products and services, determines pricing, and generates item, manufacturing routing, proposal, and sales order records. NetSuite 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 includes Online Forms, Profiles, Rules, Escalation Rules, Territories, Cases, Case Templates, Alerts, Issues, Topics, and Solutions. Case classification fields include status, priority, type, origin, and issue. Case email notifications can be sent on case creation, assignment, update, escalation, and closure. 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. Activities dashboard is available on NetSuite desktop app. Activities calendar is available on NetSuite desktop and mobile apps.
What is NetSuite CRM Online Forms?
NetSuite CRM online form types include Customer, Marketing, Case, File Download, and Custom Record. Online form configuration includes record creation or update, duplicate detection & handling, classification fields, redirect, and email notifications.
What is NetSuite CRM Communications?
NetSuite CRM communications include Message, Activity, and User Note. NetSuite message types include email, fax, letter, and PDF. Communication template types include email, campaign email, fax, letter, and PDF. 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. NetSuite CRM customer center access requires a customer center user role, email address, and password.
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 23 years.