TrustRadius
Solid functionality in a powerful database.
https://www.trustradius.com/crmNetSuite CRM+Unspecified7.565101
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February 01, 2015

Solid functionality in a powerful database.

Score 8 out of 101
Vetted Review
Verified User
Review Source

Software Version

2014 Release 2

Overall Satisfaction with NetSuite CRM+

Used as CRM by entire sales team and marketing group. Used for forecasting revenue. Also used for by all accounting staff for invoicing and financial functions. Used for reporting to parent company.
  • The database capabilities are very strong. Searching in the database for customers and leads is very fast, on a par with a Google search.
  • The service helps find duplicate entries and consolidate them easily. It is a simple matter to search out duplicate leads and merge them into the same company.
  • Reports run quickly. Even though the site may warn that it will take some time to run a report, they always run very quickly, within a minute at most.
  • The report builder is difficult to master. It is not as intuitive as is common with other software products.
  • There are some many fields available that it is daunting to figure out what they all represent. A very challenging task.
  • The interface seems a bit stodgy. Could be more intuitively organized.
  • The ability to find data quickly and see what has transpired on any account makes customer service easier to provide.
  • QuickBooks Pro,Pardot Marketing Automation,DocuSign,Rackspace
Easily accessed from anywhere, strong security, suitable roles, superior data access despite very large data base, more features than the others, richer functionality, handles both accounting as well as CRM, reliable with very little downtime, and for basic functions is easily taught to new staff.
Netsuite is a good CRM. Sales people can save any number of notes and comments in the database and find them easily. Because data is organized by company, it is easy to go to any company in the database and see all the people associated with it. The display of company data is creatively adaptable on the screen to fill as appropriate. Because there is not a fixed width for any field, they will adjust and flex to make the data easily read on one screen.

NetSuite CRM+ Feature Ratings

Customer data management / contact management
9
Workflow management
8
Territory management
8
Opportunity management
9
Integration with email client (e.g., Outlook or Gmail)
7
Contract management
8
Quote & order management
9
Interaction tracking
9
Channel / partner relationship management
7
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Forecasting
9
Pipeline visualization
9
Customizable reports
8
Custom fields
9
Custom objects
8
Scripting environment
Not Rated
API for custom integration
Not Rated
Single sign-on capability
10
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
9
Compensation management
8
Mobile access
9