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NetSuite CRM+ - Link for all Departments
Updated July 08, 2015

NetSuite CRM+ - Link for all Departments

Crystal Bruster | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Software Version

2013

Modules Used

  • NetSuite CRM

Overall Satisfaction with NetSuite ERP

  • Customer Data Management - It is a great way to track all customer contacts, opportunities, and sales orders in one place.
  • Personalization and customization - NetSuite CRM+ provides a level of personalization and customization that makes it an ideal solution.
  • Collaboration - NetSuite CRM+ allows various locations across to collaborate, and streamline business processes and workflow.
  • Training is required. NetSuite CRM+ is not a software you can figure out by osmosis or clicking through windows.
  • Multiple-level menu - It is hard to remember where I last was, if I don't keep multiple tabs/windows open for viewing.
  • Positive ROI -The ability to provide better customer service.
  • Positive ROI - Information can be keep soft copy (electronically) for multi-location access and storage.
  • Positive ROI - Increase in employee efficiency and communications.
NetSuite CRM+ is a provides the ability to integrate into most every aspect of a business. Make sure to take advantage of training and customer support. Ask how it will integrate with any third party applications and cloud phone systems that your business might already be using. NetSuite CRM+ is very customizable that it can become very complex for an end-user. Training is a must.

Using NetSuite ERP

All departments use the NetSuite CRM+ software.
  • Sales/Marketing - Customer Service, Sales, & Leads.
  • Accounting - Reporting of financial information.
  • Storage and tracking of accounting, sales, support, etc.
  • Integration with the accounting software.
NetSuite CRM+ is a robust system, that fulfills our current needs and future plans. The mobile accessibility is important due to training, sales, and events that are provided in various locations across the country.

NetSuite ERP Training

Using NetSuite ERP

NetSuite CRM+ is overall very usable once you have had experience and training with the software.
ProsCons
Like to use
Well integrated
Consistent
Convenient
Feel confident using
Difficult to use
Slow to learn
Lots to learn
  • Dashboard
  • Performance - It is easy to create, update and email information.
  • Initial setup of reports
  • Navigation can be cumbersome
Yes - I do not access the mobile interface at this time.