NetSuite CRM (Customer Relationship Management) is a fully integrated CRM solution that helps organizations manage customer data, improve sales performance, streamline marketing campaigns, and enhance customer service operations. It provides a 360-degree view of customers and facilitates seamless communication and interaction across departments. Here’s an overview of the main CRM functionalities available in NetSuite: 1.… Continue reading CRM functionalities in NetSuite
Tag: CRM
New Specialized Users
CRM Role : The Specialized User: CRM role is a standard role with predefined permissions that enables you to manage sales, CPQ, marketing, support, and other CRM activities in NetSuite. Use this role to work with Campaigns, Opportunities, Quotes, Sales Orders, Cases, and other customer-related records, and CPQ functionality. You can customize this role to… Continue reading New Specialized Users
Change to which Users can Create Events on a Calendar
As of 2024.2, users can create events only on their own calendars. However, users can manage events on other people’s calendars if the owner of the calendar has granted them permission to do so. Similarly, only users who are members of a group can create events for that group
Proposal For CRM Requirements & Outlook Integration
Proposal Summary This proposal outlines the development of CRM requirements, including updates for Google Maps integration, task record updates, POS ordering, survey reports, and additional features. It also covers the scope of Outlook integration, including bidirectional task-to-event synchronization and email message sync. This proposal is based on our discussions, anticipation, and understanding through our meetings… Continue reading Proposal For CRM Requirements & Outlook Integration
CRM Solutions Need a Unified, Multi-touch Experience
Companies invest a lot of time, effort and money acquiring and retaining new customers. However, it takes more than just a great product or service to capture and keep a customer’s loyalty. Developing meaningful relationships with prospects and customers requires resources from sales, marketing and support to help them throughout their interactions with a business.… Continue reading CRM Solutions Need a Unified, Multi-touch Experience
Setting the Default Prospect Status for New Prospects
Request: How can I set the default status for prospects who do not yet have a transaction associated with them? Solution: When working with prospects in your system, you can define a default status to be assigned to new prospects who do not yet have a transaction associated with them. This allows you to categorize… Continue reading Setting the Default Prospect Status for New Prospects
Associating Employees with Transactions and Customer Records in NetSuite
Request: How can I associate an employee with transactions and customer records in NetSuite? Solution: NetSuite provides the flexibility to associate employees with transactions and customer records, allowing you to track sales activities, assign responsibilities, and manage sales-related functions effectively. To achieve this, you can follow one of the following methods based on your usage… Continue reading Associating Employees with Transactions and Customer Records in NetSuite
Sales Team Setup in NetSuite
Request: How can I enable and utilize the Team Selling feature in NetSuite to associate sales transactions and customers with sales teams? Solution: The Team Selling feature in NetSuite allows you to associate sales transactions and customers with sales teams comprised of various employees. This feature enhances collaboration and streamlines the sales process by involving… Continue reading Sales Team Setup in NetSuite
Creating Adjustment Sales Reps for Overassignment
Request: How can I create adjustment sales reps to handle contribution percentages exceeding 100% and ensure accurate sales reporting in NetSuite? Solution: In NetSuite, if you allow contribution percentages to exceed 100% to account for overassignment in sales teams, it is crucial to create adjustment sales reps. These adjustment reps ensure that sales reports display… Continue reading Creating Adjustment Sales Reps for Overassignment
Performing Mass Updates for Sales Team Members
Request: How can I perform mass updates to manage an individual sales rep’s membership in a sales team across multiple customer accounts in NetSuite? Solution: NetSuite provides a convenient feature called “mass updates” to efficiently manage an individual employee’s (sales rep’s) membership in a sales team across multiple customer accounts. There are three types of… Continue reading Performing Mass Updates for Sales Team Members