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NetSuite CRM+

NetSuite CRM+ helps businesses identify and capture potential customers, manage leads effectively, and build stronger relationships with their existing clients.

NetSuite Wholesale Distribution Edition

Features of NetSuite CRM Module

NetSuite offers an array of features to ensure successful sales operations and customer relationship management. Because NetSuite CRM is on the same platform, all departments easily access all customer information, making it easier to track customer activity across multiple sources. 


NetSuite's lead management feature is a powerful tool for tracking prospects throughout the sales cycle. Companies can track leads from initial contact, assign them to a sales representative, and follow up with customers as required.

Opportunity Management

With NetSuite's Opportunity Management feature, businesses can quickly and easily track their sales opportunities in real time. Companies can identify qualified leads and better manage customer relationships.

Reporting & Analytics

NetSuite's reporting features provide easy access to key customer data, allowing companies to analyse trends and make better decisions regarding their customer base.

Activity Tracking

NetSuite's activity tracking feature helps businesses keep track of customer interactions, such as emails, phone calls, and meetings. This allows companies to better understand their customers' needs and build stronger relationships.

Sales Automation

NetSuite's sales automation feature enables organisations to automate certain tasks in the sales process, such as orders and quotes. This simplifies the sales process by eliminating manual paperwork and streamlining sales operations.

Customer  Service Management

With NetSuite's customer support module, companies are able to quickly respond to customer enquiries and requests for assistance. The platform also enables companies to manage service contracts and monitor service levels, making it easier for businesses to provide an exceptional level of support.

Marketing Campaign Management

A critical aspect of any company’s CRM strategy is campaign management. With NetSuite, businesses are able to define the target audience for each campaign, set goals and objectives, develop offers, track performance against goals, and monitor the success of each campaign.

Sales Pipeline Management

NetSuite's pipeline management feature enables businesses to track the current status of each sales opportunity, as well as monitor progress and performance. Companies can also track win/loss ratios and review historical trends for future forecasting.

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Benefits of NetSuite CRM+

Automated Lead Capture and Management: NetSuite’s CRM+ allows users to easily capture leads from web pages with customisable forms and landing pages, as well as import contacts from spreadsheets or other sources. The system then helps to categorise leads, prioritise them based on criteria like sales potential, assign owners for each lead, and prompt them to follow up in a timely fashion.

Seamless integration

With NetSuite's suite of applications, all customer data is seamlessly integrated across the entire business providing greater visibility into customer histories, interactions across departments and more accurate decision-making. Additionally, users can access their CRM data through mobile apps available on Apple and Android devices.

Easy-to-Use Interface

NetSuite's intuitive and user-friendly interface makes it easy for users to access customer data, track activities and performance, create pipelines, generate reports and more. This modern cloud CRM provides users with a simple way to view and edit contact records, create relationships between companies and contacts and ensure all information is up to date.

Increased Efficiency

NetSuite’s powerful automation capabilities provide a time-saving solution to business processes, reducing manual tasks and eliminating tedious paperwork. This increased efficiency translates into higher productivity and improved customer service, resulting in better customer satisfaction.

Improved Sales Performance

With NetSuite's suite of applications, businesses can track leads throughout the sales cycle, identify qualified prospects and manage relationships with customers. They can also analyse trends and make better decisions regarding their customer base. All of these features lead to improved sales performance over time.

Real-Time Reporting & Analytics

One of the most important aspects of any CRM strategy is the ability to access real-time information about customers and their activities. NetSuite provides users with powerful reporting and analytics capabilities, making it easy to analyse customer data and make informed decisions.

Enhanced Collaboration

With NetSuite's suite of applications, users can share contacts, accounts, activities and more across departments – enabling them to collaborate more effectively and build stronger relationships with customers. The system also offers a built-in messaging platform that allows companies to communicate internally and send messages to customers quickly and easily.

Enhanced Security

NetSuite's robust security features help protect customer data and reduce the risk of unauthorised access. Data is stored in secure servers that are constantly monitored and updated with the latest security protocols, ensuring customers' information remains safe and secure.

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Interested in Learning More About NetSuite CRM+?

NetSuite CRM+ is a powerful tool that can help businesses manage their customer relationships, track sales opportunities and optimise their operations. PKF Digital has been helping NetSuite clients implement and optimise their CRM+ solutions for over 20 years and can work with you to ensure your business gets the most out of this powerful solution.

To learn more about NetSuite’s advanced features and how they can help your business grow, contact us today. We look forward to hearing from you.

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