NetSuite CRM (Customer Relationship Management) Solution

NetSuite CRM Software Solution

NetSuite CRM is a software solution for Customer Relationship Management (CRM). Elevate, optimize, and automate Customer Relationship Management 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 with reduced operational expenses. NetSuite CRM enables real-time accurate visibility, insightful analytics, and actionable forecasts to measure Customer Relationship Management success. NetSuite CRM supports most countries, currencies, languages, industries, models, areas, processes, and departments. Suite Certified is NetSuite certified & authorized, skilled, and experienced for more than 25 years 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.

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.

Contact Suite Certified to request NetSuite CRM relationship types.

What is 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.

What is 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.

What is 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.

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.

Contact Suite Certified to request NetSuite CRM marketing.

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.

Contact Suite Certified to request NetSuite CRM promotion types.

What are 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.

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).

Contact Suite Certified to request NetSuite CRM sales.

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.

Contact Suite Certified to request NetSuite CRM upsell manager.

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.

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

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.

Contact Suite Certified to request NetSuite CRM last sales activity.

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.

Contact Suite Certified to request NetSuite CRM support.

What are 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.

What is 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.

What is 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.

What is 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.

What are 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.

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.

Contact Suite Certified to request NetSuite CRM online form configuration.

What is NetSuite CRM Communication?

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

Contact Suite Certified to request NetSuite CRM communication.

What are NetSuite CRM Message Types?

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

Contact Suite Certified to request NetSuite CRM message types.

What are 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.

What are 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.

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.

Contact Suite Certified to request NetSuite CRM customer center.

What are 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…

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 25 years.