Name: NetSuite CRM
Uploaded: 2024-10-04T13:36:14.000Z
Duration: 36 min 43 s
Description: NetSuite CRM helps companies manage all their prospects, customers, partners and vendors in a single place

NetSuite Company Logo.png

NetSuite CRM

In this 30-minute video, Randall shows NetSuite CRM. You will see a clean dashboard with key numbers, reminders, and shortcuts. You learn how to add leads, make quotes, and turn them into sales orders. You also see how to track backorders, bills, and shipments in one place. You can even track support cases to keep customers happy. NetSuite CRM works right with your ERP, so you don’t need extra apps. It solves the problem of juggling many separate systems and helps you manage customers from start to finish.

Welcome to a quick 30-minute demonstration showcasing NetSuite's CRM capabilities and its seamless integration with ERP.

Introduction to NetSuite CRM Demo

Meet Randall Hart, learn his background, and see the demo agenda covering CRM, sales automation, reporting, and customer management.

Presenter Introduction & Agenda

Explore NetSuite's role-based dashboards, CRM fundamentals, and the benefits of having CRM built into your ERP system.

Switching to Sales Rep Role & CRM Overview

Learn how to add, remove, and rearrange dashboard portlets like reminders and calendars to tailor your view.

Customizing Your Sales Dashboard

Use dashboard analytics to track backordered items and gain real-time insights across sales, warehouse, and finance.

Monitoring Backorders & Inventory Visibility

View AR aging on your dashboard to proactively follow up on invoices and manage customer payments.

Managing Receivables & Customer Collections

Set up KPI meters for quota tracking and leverage navigation portlets and tiles for quick access to sales actions.

Enhancing Dashboards with KPIs & Shortcuts

Dive into Salesforce automation: qualify incoming leads, log calls and tasks, and attach documents directly to records.

Lead & Task Management in SFA

Create and manage opportunity records, issue quotes, adjust probabilities, and forecast outcomes within NetSuite.

Handling Opportunities & Quotes

Turn estimates into sales orders, check item availability across locations, and prepare orders for fulfillment.

Converting Quotes to Sales Orders

A unified cloud-based CRM and ERP platform offering real-time customer insights, automation, and scalable business management.

CEO, VP of Sales, Director of Marketing, CTO, CFO

NetSuite CRM is a cloud-based software that helps businesses manage their relationships with customers. It combines tools for sales, marketing, and customer service, allowing companies to track interactions, automate tasks, and gain insights into customer behavior. This integration helps businesses improve their sales processes and customer satisfaction. [NetSuite CRM](https://www.netsuite.com/portal/products/crm.shtml)

company_summary

Notable companies using NetSuite CRM include:

- **Valeo Financial Advisers**: A financial advisory firm that standardized prospecting and improved client management using NetSuite CRM. [Read more](https://www.netsuite.com/portal/resource/articles/crm/how-3-businesses-use-netsuite-crm-to-boost-sales-customer-satisfaction.shtml)
- **RealWear**: A manufacturer of wearable devices that managed a business-model shift effectively with NetSuite CRM. [Learn more](https://www.netsuite.com/portal/resource/articles/crm/how-3-businesses-use-netsuite-crm-to-boost-sales-customer-satisfaction.shtml)
- **Depatie Fluid Power**: A wholesale distributor that enhanced sales forecasting and customer engagement through NetSuite CRM. [See their story](https://www.netsuite.com/portal/resource/articles/crm/how-3-businesses-use-netsuite-crm-to-boost-sales-customer-satisfaction.shtml)

best_customers

NetSuite CRM's pricing is customized based on factors like company size, number of users, and required features. While exact prices aren't publicly listed, small businesses can expect to pay over $1,000 per month, including licensing fees, add-on modules, and user fees. For detailed pricing, it's best to contact NetSuite directly. [NetSuite CRM Pricing](https://www.netsuite.com/portal/products/crm/pricing.shtml)

price_estimate

NetSuite CRM stands out by offering a unified platform that integrates CRM with enterprise resource planning (ERP) capabilities. This integration provides a comprehensive view of customer interactions and business operations, enabling better decision-making and efficiency. [Learn more](https://www.netsuite.com/portal/products/crm.shtml)

company_uniqueness

NetSuite CRM is designed for businesses of various sizes, from small companies to large enterprises. It's particularly beneficial for:

- **Company Size**: Typically serves businesses with 50 to over 5,000 employees.
- **Job Titles**: Common users include Sales Managers, Marketing Directors, Customer Service Representatives, Business Analysts, and IT Managers.
- **Industries**: Serves a wide range of industries, including Technology, Manufacturing, Retail, Financial Services, and Healthcare.

company_icp

Companies use NetSuite CRM in various ways:

- **Sales Management**: Automating sales processes to increase efficiency and close deals faster.
- **Marketing Campaigns**: Planning and executing targeted marketing campaigns to attract and retain customers.
- **Customer Support**: Managing customer inquiries and support cases to enhance satisfaction.
- **Data Analysis**: Analyzing customer data to identify trends and make informed business decisions.
- **Partner Collaboration**: Working closely with business partners to drive mutual growth.

For specific examples, see [How 3 Businesses Use NetSuite CRM](https://www.netsuite.com/portal/resource/articles/crm/how-3-businesses-use-netsuite-crm-to-boost-sales-customer-satisfaction.shtml).

use_cases

NetSuite CRM offers several key features:

- **Sales Force Automation**: Streamlines sales processes by managing leads, opportunities, and customer interactions.
- **Marketing Automation**: Helps plan, execute, and measure marketing campaigns across multiple channels.
- **Customer Service Management**: Provides tools to manage customer support cases and improve service quality.
- **Real-Time Analytics**: Offers dashboards and reports for insights into sales performance and customer behavior.
- **Partner Relationship Management**: Facilitates collaboration with partners through shared information and processes.

For more details, visit [NetSuite CRM Features](https://www.netsuite.com/portal/products/crm/features.shtml).

features

For legal information, refer to NetSuite's [Privacy Policy](https://www.netsuite.com/portal/privacy.shtml) and [Terms of Service](https://www.netsuite.com/portal/terms.shtml).

NetSuite CRM

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NetSuite CRM