The SuiteSuccess CRM workbooks offer powerful views to any user looking for a deeper understanding of their CRM performance. This SuiteApp delivers specific workbooks built to highlight Activities, Opportunities, Estimates, Forecasts, and Sales. These workbooks provide a wide view of an organization’s overall CRM performance.
Key Benefits
- Provides real-time CRM analytics
- Pre-configured sets of easily customizable Pivot Tables & Charts which are designed to provide insights on both historical data and future projections
- Easy-to-use reporting and dashboard functionality that provides engaging user experience
Key Features
- SuiteSuccess CRM Workbooks
- Valuable Insights
- Leading Practices
SuiteSuccess CRM Workbooks
- Monthly Opportunities – Won vs. Lost
- Top 5 Monthly Open Opportunities
- Top 5 Monthly Opportunities Won
- Opportunity Forecast
- Monthly Open Quote Value
- Sales Funnel Report
- Top 5 Sales Activities by Sales Rep
- Top 10 Customers by Sales
- Top 5 Reps by Sales
Valuable Insights
These workbooks provide businesses with the CRM data & insights they need to manage their pipeline more efficiently.
Leading Practices
Leveraging thousands of hours of real-world experience to make the most of NetSuite CRM features.