NetSuite CRM: A powerful tool to maintain and analyze all your lead and customer records
October 13, 2016

NetSuite CRM: A powerful tool to maintain and analyze all your lead and customer records

Billy Barker | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with NetSuite CRM+

My company uses NetSuite CRM in Sales, Marketing, Support, Accounting, and Fulfillment. NetSuite is a massive product and solves an endless amount of problems for our business. In my department (Marketing), NetSuite is used to record all interactions with all contacts such as their lead status, lead source, business information, sales region, and so forth, which we then use in various ways to market to those contacts.
  • NetSuite integrates with our marketing automation software (Pardot). This is extremely helpful in connecting key information between the two solutions to gain more insight.
  • Tons of data. Each NetSuite record has every field you could ever think of to record data and if it doesn't you can add new custom fields. Being able to have unlimited contact data becomes more and more important as your company grows and you fine tune how you want to market to companies.
  • Dashboard. Most solutions have a dashboard, so this isn't a key difference, but it's always nice to have and something that I always find useful and makes finding my most key data easy.
  • I really dislike the way NetSuite displays drop-down menus. There are too many extra clicks to find what you are looking for and this slows down my workflow.
  • NetSuite's email builder is too basic and could really use a more modern interface and tools. We sometimes have problems with variable text not displaying the correct information.
  • It's hard to say because NetSuite CRM definitely solves a business challenge for us, but we (Marketing) have no way of tracking ROI. It's more of a tool you just have to have regardless.
Pretty much every department in our company uses NetSuite CRM - Sales, Marketing, Support, Accounting, and Fulfillment.
NetSuite CRM is definitely meant for larger businesses and you will more than likely need to hire a third party to help you set up and maintain the solution throughout your continued use. It took our company almost a year to get things fully set up and working they way we needed.

NetSuite CRM Feature Ratings

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