Many CRMs are standalone systems that might or might not work with other business systems. But the NetSuite CRM is fully integrated with the NetSuite ERP for a single data source that allows leadership, sales, marketing, and finance to work collaboratively.
For example, a salesperson can see whether a particular product has been shipped or delivered because of the integration of the NetSuite CRM with the NetSuite ERP. Knowing where a product is located gives the salesperson the option to check in with customers to let them know that an item is on its way or to confirm satisfaction upon delivery.
Not every business has this immediate ability to connect with its customers. These real-time updates and touchpoints help sales teams give customers a sense of confidence they might not find elsewhere.
Automation
Manual inputs for leads, prospects, or customers could become problematic if a business takes weeks or even months to move through the sales cycle. The NetSuite CRM populates information in relevant categories across the system from the moment the information is entered.
Salespeople are only human – they can forget to update a contact’s email address in every document or fail to mark a sale as complete, resulting in a customer receiving emails, calls, or mailers that are confusing and bothersome. With the NetSuite CRM, a salesperson can update information quickly and conveniently across the entire system from a desktop or mobile device to make sure customers are getting the best possible experience.
While competitors might make repeat phone calls about an offering to the same person or accidentally send cold emails to warm leads based on outdated information, businesses that take advantage of automated processes with up-to-date information can offer customers a more organized, capable, and thoughtful experience. The NetSuite CRM provides a seamlessly integrated flow of information across the customer life cycle – from lead management through opportunity, sales order, renewal, upsell, cross-sell, and support.
Visibility
The integration with NetSuite ERP and automation capabilities of the NetSuite CRM offers a visibility that simply isn’t available through standard disjointed systems. The NetSuite CRM is the only cloud solution that provides a real-time, 360-degree view of customers and prospects. This interconnectedness optimizes processes and gives unparalleled insight that allows for better decision-making.
For example, during implementation, roles are set up so that team members can see everything important to their position. However, they still have access to other information if needed. Leadership might have specific dashboards based on current performance, but if they wanted to see the outcome if each salesperson sold just one more item, they could make those adjustments within the system and act accordingly.
Some leadership teams might push sales to sell more just because the dollars and cents add up. But with insight into the entire sales process in one place, leaders might find that a slight adjustment to current methods increases the bottom line as well as efficiency for their team.
