Automate key sales processes

Unify and automate important sales processes – opportunities, upsells, and quote management to forecasting, order management, fulfillment and commissions – to give your sales team visibility across the entire customer journey from sales to support. Use real-time dashboards, centralized customer data, and advanced reporting tools to measure and improve sales performance.

• Opportunity Management
• Quote Management
• Sales Forecasting
• Incentive Compensation Management

Connected marketing campaigns & automation

Align sales and marketing with automated, targeted marketing campaigns and connected marketing & sales data to measure the success of marketing activities across the funnel. Optimize campaign ROI with detailed reporting and analytics on campaign performance to improve lead generation efforts.

• Marketing Automation
• Campaign Management
• Landing Pages and Forms
• Lead Reporting and Analytics

Make your support teams and customers happy

NetSuite CRM Customer Service Management allows users to create and automate case management processes allowing customers to manage and submit cases online, including follow-up communications. Use an online knowledge base to give customers self-serve access to the answers they need when they need them.

• Case Management
• Customer Portal
• Knowledge Management

Collaborate with partners directly in NetSuite

Looking to scale your partner program? Use NetSuite’s partner relationship management (PRM) features to connect with partners in real-time to increase visibility and collaboration. Manage joint-marketing and sales processes like campaigns, lead generation, forecasting, pipeline, orders, and commissions.

• Joint Selling
• Joint Demand Generation
• Sales Forecasting
• Partner Commissions and Royalties
• Knowledge Management and Sharing

Access your CRM wherever you need it

Use NetSuite CRM on your mobile device and enter, update, and manage customer information – from sales activities to quote creation.

Learn more about NetSuite mobile →