14th SEPT 2018 •

What is NetSuite CRM and what can it do?

What is NetSuite CRM? NetSuite CRM is a powerful tool that combines a number of sales processes including Sales Force Automation (SFA); marketing automation; sales forecasting; customer service management; marketing automation and partner relationship management.


Customer Relationship Management (CRM) is a method through which a company can manage its relationships with potential and current customers. CRM has come a long way since the 1970s when an annual survey was the go-to method for getting customer feedback. CRM software is utilised by companies to manage and automate sales, marketing, customer service and technical support. The data that CRM software provides is essential for businesses to provide better customer service, cross-sell, up-sell, win new business as well as prevent churn.

There is a plethora of CRM tools on the market, but NetSuite CRM+ is the only cloud CRM solution to deliver a real-time 360-degree view of your customers. Its roll-based customisable dashboard gives employees a comprehensive view of business performance from marketing, to sales and support. NetSuite CRM+ goes much further than the provisions of conventional CRM software, offering far more powerful functionality including marketing automation, sales force automation as well as customer service management and mobile functionality.

Sales Force Automation (SFA)

NetSuite’s Salesforce Automation (SFA) is an integrated sales process which enables sales professionals to drive revenue and growth by managing sales functions such as upsell, quote management, sales forecasting, order management and sales commissions. SFA gives unrivalled visibility of all aspects of customer relationships such as support cases and back office functions, including contracts and inventory. Real-time dashboards give managers and sales reps insight into data, enabling them to sell, upsell, drive renewals and set customer expectations.

Sales Forecasting

With NetSuite CRM the mystery of sales forecasting is removed, and because real-time data is utilised forecasting is more evidence-based removing guesswork from the entire process. Opportunities, quotes and orders can be evaluated using weighted forecasting tools and therefore adjustments made as deals progress.

Customer Service Management

NetSuite’s customer service management gives you a 360-degreee view of your customers, enabling you to improve your customer service scores, win new customers and reduce service costs too. Everyone within your business who interacts with customers from sales, support, service and fulfilment can access the same real-time data, meaning opportunities to upsell or cross-sell are never lost and you’re able to continue offering the exemplary service your customers demand.

Marketing Automation

NetSuite’s Marketing Automation software application automates your marketing operation for your sales teams. By building a framework to target, build, execute and measure your marketing campaigns you are better able to build highly qualified leads, thereby simplifying the entire marketing process.

Partner Relationship Management

NetSuite Partner Relationship Management (PRM) creates a link between your organisation and your partners by enhancing the real-time visibility of information. You are given full control of partner-driven sales, lead management, sales forecasting, pipeline management, order processing and partner commissions and royalties. Utilising NetSuite’s PRM enables you to execute a channel strategy whilst also benefitting from expanding revenue, reach and solution augmentation.


With growing numbers of workers now operating remotely, NetSuite has developed mobile apps for both Android and iPhone, allowing users to access and upload crucial data wherever they are via an internet connection. Furthermore, you can extend the usability of mobile apps with the SuiteCloud development platform, so you can tailor the apps to your particular business requirements. Both apps are available to download free of charge from the relevant app stores.

Download our free NetSuite CRM pdf below…


If you would like to know more about how NetSuite CRM can benefit your business, please get in touch and one of our consultants would be happy to help. We’d love to hear from you:

📧 [email protected]

☎️ +44 (0) 203 733 2110

website: elevate2.com

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