Customer Relationship Management for NetSuite ERP
Incentive Management Module
At most companies, commissions are calculated using spreadsheets, or homegrown software. As a result, sales people spend much of their time “shadowing” their compensation — double-checking the company’s figures to ensure they’re getting their due. But by automating commission management, you enable your sales force to focus on what really matters: closing the sale. Sales force automation not only reduces needless paperwork, but it also gives you a simple, accurate way to maintain and track commissions for your entire sales force. Commissions are visible to reps and their managers as KPIs on their Dashboard so they know exactly where they stand for actual and projected commissions.
With NetSuite CRM+, you have the flexibility to schedule complex commission structures based on how you do business. You can structure commissions in any number of ways — based on quantity, sale amount, service sold, profitability of the product sold, or percent of quota that is reached. While many other vendors force you to adjust your business to their software, NetSuite CRM+ tailors itself to your specific business needs.
Job And Project Tracking Module
For services companies, service delivery is at the heart of customer relationship management, yet project management has been left out of most CRM vendors’ solutions. Enter NetSuite. NetSuite CRM+ let’s you track projects and tie this directly to the customer record for real-time visibility.
That’s why NetSuite CRM+ lets you manage multiple types of projects, including time and materials, fixed price, and cost plus projects-all in real time. NetSuite CRM+ also organizes your tasks, calls and events, linking them to specific projects and clients. Best of all, NetSuite CRM+ manages project and client data in one, powerful and fully integrated system.
Partner Relationship Module
A business is much more than its own four walls. To succeed today, businesses need to reach beyond their walls and collaborate with partners, often extending key customer and sales data. Only then can businesses work effectively with partners to manage the pipeline, process orders, track marketing activity and forecast sales.
Meeting the needs of growing businesses, NetSuite’s CRM+ solution provides the industry’s first and only partner relationship management application that lets you reach all your partners, while simultaneously allowing you full control over every element of your sales and marketing process, including: marketing campaigns, lead management and order processing.
Sales Order Management Module
Order management can streamline your entire fulfillment process. Reducing paperwork for your sales force, allowing them to focus their efforts on selling. It also ensures that customers get deliveries on time, boosting customer satisfaction and long-term loyalty.
Everything in NetSuite CRM+ is built around customers and orders — reports, dashboards, and customer intelligence all key off this tangible relationship with the customer, making it as easy to connect with them over the Web as in person. This order management capability also allows sales people to work a deal through the pipeline, right through to the actual close. So you can finally see booked orders in your forecast, greatly increasing its reliability, predictability and accuracy.
With NetSuite CRM+, sales representatives can turn estimates into orders with just one click of a button, significantly reducing their paperwork. Did you know that other CRM vendors’ solutions don’t include order management? That means you can’t complete the order and, importantly, you lose visibility into customer order histories for inquiries and support — and for future marketing and sales customer intelligence.
NetSuite CRM+‘s order management system also gives everyone in your organization access to the same, up-to-date order information. Support representatives can view order statuses; sales representatives know when to make follow-up calls; and customers can check order statuses in real time via the Customer Center, or your Web site.
Self Service Customer Portal Module
Self-service customer support centers are fast becoming the channel of choice for customers. Opens a self-service customer portal communication to your customers by giving them a way to post service issues, place new orders, or view their order histories. Such a site lets you stay open for business 24⁄7, around the world. Moreover, it delivers a high-quality, high-touch experience for customers while reducing the cost of customer care to your company.
Customer self-service provides real-time, cross-channel views of all interactions for delivery of superior customer service — whether the interaction occurred on the Web just seconds ago or with a sales rep in person yesterday. In addition, customers can view outstanding quotes or orders and even request returns. Most importantly, detailed order history allows an easy check of entitlement to service levels as well as intelligent upsell/cross-sell offers, helping turn the call center into a profit center
NetSuite CRM+ integrates what has become the customer channel of choice, and a business’s most pervasive marketing vehicle, the company Web site
- Web hosting capabilities includes rich site builder tools that allow for dynamic content driven from the CRM system, including an online product catalog, lead capture, and customer self-service.
- One-to-one publishing capabilities allow for personalized and targeted content to be delivered to prospect or customer portals.
- Site Analytics adds rich integrated Web reporting that provide aggregate site metrics previously only available through third party monitoring services, as well as unique visitor specific click-through and page hit information invaluable to targeted sales and marketing follow up.
- Robust Intranet publishing capabilities are also included with specific audience controls that allow content to be tailored to different departments or groups of individuals such as managers versus all employees.