As part of your company’s efforts to streamline customer interactions and boost sales, you are seeking ways to effectively collect customer information and manage leads. You’ve decided to leverage both the CRM and Sales Force Automation features in NetSuite to achieve this. To provide a seamless experience for website visitors and ensure consistency with your brand, you want to create online forms that align with your website’s design. These forms will enable you to gather valuable data and potential leads from your website’s visitors.
Summary: By harnessing the capabilities of CRM and Sales Force Automation features, your company aims to optimize customer engagement and lead generation. Online forms, created with either NetSuite’s default template or a personalized HTML template, will serve as a bridge between your website’s visitors and your CRM system. This integration ensures a seamless experience and enables you to gather critical customer information for your sales efforts.
Solution: Here’s a step-by-step approach to achieve this:
- Activate Features:
- Access NetSuite and navigate to Setup > Company > Setup Tasks > Enable Features (Administrator).
- Check the boxes for Customer Relationship Management and Sales Force Automation under the CRM subtab.
- Save the changes to activate these features.
To create an online customer form:
- Go to Setup > Marketing > Setup Tasks > Online Customer Forms > New.
- On the Select Type page, choose a template option:
- Default Form Template:
- Enter a title. This title appears at the top of the form.
- In the Message field, enter a message that your customers will see at the top of the form. This message can include up to 500 HTML characters.
- Custom HTML Template:
- Enter a title. This title appears at the top of the form.
- Select the HTML template you want to use for this form.
- If you want NetSuite to insert labels for your form fields, check the Include Field Labels box. If this box is cleared, you must include field labels in your HTML template file.
- Default Form Template:
- Check the Enable Online box to link to this form from a website.