TrustRadius
NetSuite for CRM, ERP and Resource Planning
https://www.trustradius.com/crmNetSuite CRM+Unspecified7.565101
Stephanie Locke profile photo
February 05, 2015

NetSuite for CRM, ERP and Resource Planning

Score 8 out of 101
Vetted Review
Verified User
Review Source

Software Version

SWE

Modules Used

  • CRM
  • ERP
  • Adaptive Planning
  • OpenAir

Overall Satisfaction with NetSuite CRM+

It is being used by our entire organization, except for HR. It helps us to have a consistent, cohesive system for the company. Everyone can have the visibility they need in order to do their jobs everyday, and there's no disconnect.
  • 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.
  • The CRM is great, but the UI leaves a lot to be desired for sales people.
  • I like the reporting capability, but it can use improvements in report building and more graphic output. People are visual and don't want to see lists all the time. They want graphs and charts that they can drill into.
  • Better forecasting features are always welcome. It's something every organization struggles to maintain, and we have to pull several different reports to get what we need each week.
  • NetSuite has allowed us to automate a lot of our accounting process and provide a lot of time and efficiency to our Accounting Department.
  • Case Management and customer service features are great and have helped us to provide better customer support and service.
  • NetSuite's OpenAir module has allowed our organization to become more adept at resource planning and utilization. We can better manage our projects and have much better visibility into backlog and scheduling.
We selected NetSuite CRM initially because it tied to the ERP component and provide 360 degree visibilty for the organization.
NetSuite is phenomenal for a small to mid-size company on the ERP and Services Planning side. I haven't used it at a large company, but it is definitely scalable for any business. If you are looking for an ERP that is easy to use and can be built to your company's business model, it's fabulous. It doesn't take long to implement and user adoption is very quick on the ERP side. I would recommend NetSuite more for the ERP, Adaptive Planning and OpenAir Services modules than for the CRM.

NetSuite CRM+ Feature Ratings

Customer data management / contact management
7
Workflow management
8
Territory management
9
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
9
Contract management
5
Quote & order management
8
Interaction tracking
5
Channel / partner relationship management
6
Case management
9
Call center management
9
Help desk management
9
Lead management
9
Email marketing
7
Task management
9
Billing and invoicing management
9
Forecasting
7
Pipeline visualization
6
Customizable reports
9
Custom fields
9
Custom objects
9
Scripting environment
8
API for custom integration
7
Role-based user permissions
9
Single sign-on capability
8
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
7
Compensation management
8
Mobile access
7

NetSuite CRM+ Implementation

I feel if we had had NetSuite Services do our implementation, we would have used much more of the out-of-box functionality and had Best Practices instituted sooner. I would not recommend an outside services provider for the initial implementation.
  • Professional services company
360 Cloud Solutions. Initially, it was good, but over time we realized there were so many customizations that we did not need. Out of the box functionality would have provided us better value and easier adoption. 360 also did not always have Best Practices to impart and would defer to what we wanted, when we asked for Best Practices so we could get the most use out of our system.

We ended up using NetSuite Professional Services at a later date for updated guidance and functionality Best Practices. They were phenomenal!
  • I was not with the company at that time.