NetSuite CRM sales force automation capabilities power your sales organization with unified processes — from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commission payments.
NetSuite intelligent item recommendations use AI to provide personalized product recommendations. Recommendations are configurable to prioritize aggregate buying behavior such as recently added items, items the shopper has likely not seen before, and items similar to one another. These recommendations are presented when entering a sales order in NetSuite and also on a customer facing NetSuite ecommerce solution. With real-time dashboards, sales representatives and managers gain better insights to sell, upsell and properly set customer expectations. A central customer database amplifies employee collaboration by breaking down the silos that divide sales, accounting, credit, purchasing and other back-office functions.
Accurately measure and predict sales forecasts via real-time sales data, complete visibility into opportunities and a rich set of probability-based forecasting tools.
Access customizable, role-based dashboards and real-time analytics for sales managers and representatives.
Make sales more predictable with real-time forecasting and a system of checks and balances that triangulates the sales forecast. Allow users to categorize transaction forecast types to appropriately identify opportunities, quotes and estimates. Utilize probability forecasting with adjustable weighted measurement of pending opportunities, quotes and orders. Analyze actual sales and recurring revenue projections in forecasts and variances.
Visibility into sales compensation calculations ensures the sales team spends more time selling and less time double-checking their commissions. Split commissions among team members on the same transaction, and easily calculate indirect commissions that are due to managers and executives.
Automate contract renewals through a flexible and powerful process that lets you track renewable assets and maximize renewal revenue.
NetSuite Sales Force Automation benefits by providing higher sales productivity, real time visibility, improved customer relationship, efficient account management etc.