NetSuite CRM vs QuoteWerks

• It has a great UI for ERP and provides in-depth reporting and budget planning. NetSuite allows alot of flexibility to build the system out to how your company does business. Our accounting department really likes the Adaptive Planning module as well, as they can provide and quickly turn around presentation-worthy reports.
• Due to the robust features and functionality of NetSuite, it is easy to customize and put workflows and formulas into practice when necessary to create efficiencies.
• NetSuite provides the full solution to a business, by tying all systems together for one source of the truth.

Read full review

• QuoteWerks integrates well with our ERP, Connectwise and pulls the information back and forth well between the two.
• QuoteWerks integrates with our Distributors, Ingram Micro and Tech Data and pulls current pricing into the quote, which saves time having to go back and forth between applications.
• QuoteWerks provides professional looking quotes that we can submit to our customers.

Read full review

• NetSuite is very good at customization, but sometimes it's hard to make the right customization that we need for particular situations
• NetSuite likes to change the layout without notifying it's users, so you might go home one day, and come back the next day to the office and have to do some searching to find what you're looking for in NetSuite.
• If you have an issue with NetSuite, it's really difficult to understand the technical support staff as they're from India and don't speak clear English.

Read full review

• There is much room for improvement in setting up new users and transferring QW from one computer to another. You have to call QW and get a seed number which can at times be a hassel for a California based business because QW support works 9 to 5 Eastern Standard - A little extra time in the afternoon would be much appreciated
• The pricing for Quote valet combined with the cost for annual update maintenance puts it in the price range of web based subscription programs
• The program needs to run on a users computer and therefore when there is a computer problem the rep can't quote - As noted above it is a hassle to set up new users or transfer the program. This shortcoming is a serious one and made us consider a web based quoting solution. However, as of this date none of them offer the functionality of QW. However, the technology is moving fast and I will continue to look for the day when I am not dependent on an individual machine.

Read full review

• Support can see what services is doing and vice versa. Finance can see both too.
• Support can provide leads to sales when a power user leaves a current customer and joins the team at a lead.
• We can see NPS and CSat near time on the account which has increased our ability to mitigate at-risk accounts and increase retention

Read full review

• Positive: organized, consistent quotes
• Positive: reduced time to generate/modify quotes
• Negative: has sometimes given our customers the false impression that we are providing an exact quote, not a cost estimate. We have been trying several different ways of expressing this on the quote.

Read full review