Markcomm Pitch

Overview

NetSuites CRM+ offers solutions for for small to midsize businesses. It is a front-office solution that seamlessly integrates with your customer-focused activities. It also delivers a real-time, 360-degree view of your customers.

Screenshot

NetSuite CRM+

Features

  • Territory Management
  • Lead Generation
  • Calendar/Reminder System
  • Document Storage
  • Segmentation
  • Calendar/Reminder System
  • Opportunity & Pipeline Mgmt.
  • Task / Activity Management
  • Product & Price List Management
  • Quote & Order Management
  • Territory & Quota Management
  • Case Management
  • Knowledge Base
  • Forecasting
  • Time Tracking
  • Web to Lead Forms
  • Time Tracking
  • Incentive Compensation
  • Partner Relationship Management
  • Quotes/Proposals

Specifications

  • Deployment: Cloud Based, Web Based, SaaS Based

Training

  • In Person
  • Live Online
  • Webinars
  • Documentation

NetSuite CRM+ Users

Available Support

  • Live Support
  • Online

Language Support

  • English

Company Details

  • Company Name: NetSuite

  • Headquarter: United States

  • Full Address:

Reviews

It has a lot of detail for each customer/account and since it is part of NetSuite you don’t have to deal with the sync process of using another program.

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This software really helped centralize the inquiry and lead phase our admissions process. Netsuite is great for organizing and prioritizing higher volume number of leads (15-20 per day) to ensure that those leads don’t fall through the cracks. It was also a great resource for tracking sales day-by-day, week-over-week, year over year etc.

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Analytics on notes are almost impossible and so much is hidden in the notes. The reports have some features while others are available in searches – and reports are difficult while searches are easy. Searching is limited to 3 step relationship, but that is supposed to come to five steps soon.

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Very difficult to create reports, you really need to have some kind of deep dive advanced training to get this part of it done. Big time learning curve. I was a life long Salesforce user and that is built for salespeople. NetSuite is built for finance and senior management.

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“Oracle Netsuite is a tool that has favored us enough to understand all our customers, because we can have a 360° vision of our customers, allowing us to understand their behavior and their main needs about our products, allowing us to offer campaigns according to them to guarantee the highest possible success, the product since it arrived to all our company has not stopped surprising us, since we had never known so much effectiveness for the culmination of our work from a single place, we have worked with high comfort and high productivity thanks to Oracle Netsuite. “

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