TrustRadius
NetSuite Sweet!
https://www.trustradius.com/crmNetSuite CRM+Unspecified7.565101
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October 09, 2015

NetSuite Sweet!

Score 7 out of 101
Vetted Review
Verified User
Review Source

Software Version

2015.2

Overall Satisfaction with NetSuite CRM+

Netsuite CRM is used to manage leads, contacts, opportunities, and to prepare itemized quotations. It allows us to forecast and to track activity and quantity of work among our sales directors. We also manage our cases and support issues in NetSuite CRM.
  • Searches for particular data are created easily.
  • Leads and Contacts are able to be added to the database easily.
  • The global search works very well to provide lead, contact, opportunity and quote lists.
  • Depending on how the individual company has designed their layout, it can be hard to manage notes across all types of entities, like managing the last activity note across lead, contact, and opportunity.
  • NetSuite is not user friendly in terms of quotes. You cannot dynamically change an underlying quote form to suit a custom quote.
  • Our use of NetSuite CRM is extremely tactical. We have had success with email campaigns, reporting, and opportunity forecasting.
  • How do you want to use it?
  • Will these items need to be customized often?
  • What do you expect and want from reporting?

NetSuite CRM+ Feature Ratings

Customer data management / contact management
8
Workflow management
Not Rated
Territory management
8
Opportunity management
8
Integration with email client (e.g., Outlook or Gmail)
1
Contract management
Not Rated
Quote & order management
6
Interaction tracking
Not Rated
Channel / partner relationship management
Not Rated
Case management
Not Rated
Call center management
Not Rated
Help desk management
Not Rated
Lead management
9
Email marketing
6
Task management
8
Billing and invoicing management
Not Rated
Reporting
7
Forecasting
7
Pipeline visualization
7
Customizable reports
8
Custom fields
8
Custom objects
Not Rated
Scripting environment
8
API for custom integration
Not Rated
Role-based user permissions
9
Single sign-on capability
9
Social data
Not Rated
Social engagement
Not Rated
Marketing automation
Not Rated
Compensation management
Not Rated
Mobile access
Not Rated

Evaluating NetSuite CRM+ and Competitors

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