With Great Power Comes Great Responsibility [and a Learning Curve]
December 06, 2017

With Great Power Comes Great Responsibility [and a Learning Curve]

Kevin Simms | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User

Modules Used

  • NetSuite CRM

Overall Satisfaction with NetSuite ERP

We use NetSuite mainly for managing and reporting on leads, prospects and customers through the lifecycle. Integrated with marketing automation it is the record of truth for our inbound/outbound marketing activities. Also use it for purchase orders and sales transactions as well as pipeline tracking and forecasting. Also used for task and case management in parts of the organization.
  • High degree of customization ability (fields, forms, etc.)
  • Powerful [saved] search capabilities once past learning curve
  • SuiteFlow provides graphical workflows to add functionality
  • While I like the customization and workflow capabilities, part of that is because we needed them to make NetSuite work well in our environment.
  • Help system is extensive, but not very easy to glean practical advice from which means much trial and error to get the needed results.
  • Not many third-party software providers (for marketing automation, quotes, etc.) integrate well with NetSuite.
  • When things don't work as expected, it can be very difficult and time-consuming to troubleshoot and fix.
  • Visibility into leads->sales activities
  • Recording of activities by company/contact provides big picture
  • Still discovering new ways to use every day but not without considerable time/trial and error.
NetSuite was selected before I joined the company. More powerful but less intuitive than other CRMs I have encountered.
If you need/want to be able to customize your CRM quite a bit, NetSuite can be a powerful tool as long as you invest the time and/or the resources into outside help to get over the learning curve. While it has internal marketing automation capabilities, they are not the most intuitive, easy nor WYSIWYG so using an external Marketing Automation (MA) tool is recommended. Caveat is that many external providers do not integrate well/at all with NetSuite which limits options.

NetSuite ERP Feature Ratings