NetSuite’s Customer Relationship Management (CRM) Roles and Dashboards add-on bundle helps companies manage interactions with current and potential customers in a single place. With all the capabilities of a traditional CRM solution, NetSuite CRM Roles and Dashboards add-on bundle provides a seamless flow of information across the entire customer lifecycle — from lead all the way through opportunity, order, fulfillment, renewal, upsell, cross-sell and support. With key leading practices and role-specific dashboards, the add-on bundle provides a solid foundation for companies just getting started with CRM.
Key Leading Practices:
• Sales Force Automation – Lead to Quote
• Equip sales with real-time access to prospect, customer, opportunity, estimate and order records
• Sales managers have a complete view of sales pipeline and sales rep forecasts • Sales can convert opportunities into quotes and sales orders
• Marketing Automation – Marketing to ROI
• Automate multi-channel marketing campaigns to align with sales efforts
• Attribute sales, MQL and SQL back to marketing campaigns
• Customer Service Management – Call to Resolution
• Allow customer service to create support cases and manage escalations
• Automatically assign cases to support reps
Roles and Dashboards:
• CRM – Sales Manager
• CRM – Sales Representative
• CRM – Marketing Manager
• CRM – Customer Service
CRM Workbooks SuiteApp:
• Monthly Opportunities – Won vs Lost
• Top 5 Monthly Open Opportunities
• Top 5 Monthly Opportunities Won
• Opportunity Forecast
• Monthly Open Quote Value
• Monthly Quotes to Sales Conversion (pivot & chart)
• Top 5 Sales Activity by Rep
• Top 10 Customers by Sales
• Top 5 Reps by Sales
• Sales Reps Transaction Detail & Summary