NetSuite Pushes Us Forward
December 05, 2017

NetSuite Pushes Us Forward

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review

Modules Used

  • NetSuite CRM

Overall Satisfaction with NetSuite ERP

We use NetSuite CRM across our entire organization. This is a must so that each touchpoint a client/potential client has with our company can be supported by the same data sets and tell the same story. Each person who interacts does so with the data needed to 'own' their interaction and provide the best possible communications with the client.
  • NetSuite CRM supports strong Lead Conversion paths and metrics making it user-friendly to nurture a first-time contact throughout the sales cycle.
  • NetSuite CRM provides organized and customizable dashboards for each client/prospective client giving a high-level view of the health of the association. These views provide summary information, recent orders and interactions, and a starting point for new activity.
  • NetSuite CRM provides great searchability and record indexing making it easy to prevent and manage duplicate entity records quickly. A user can find and interact with an existing record in minimal clicks without keeping the client waiting.
  • NetSuite CRM allows full control over what types of information each user set needs to see within a specific record type.
  • NetSuite CRM provides no metrics for batch customer scoring. This is a feature that must be built into the platform or manually managed and updated for each customer.
  • Our Lead Conversions are more easily tracked. We're up in conversions in double-digits over last year.
  • Our Opportunities are more accurate. We're able to deliver better estimates earlier to our clients helping us win new deals.
  • NetSuite CRM is available to our teams anywhere. We're enabling more remote workers to be successful, dedicated sales reps to be more responsive to clients, and overall visibility from any 'office' in which our teams might find themselves.
NetSuite CRM is well-suited for Lead Management. It allows for customizing the process flow or status points of a Lead and automation behind progressing through the process with certain interaction types. Opportunity records allow a monetization to be placed on potential business, and, when Opportunities are won, Leads are progressed through to Prospects and Customers automatically.