If you’re looking for a CRM solution for your small to midsize organization, NetSuite CRM Software might work for you. The cloud-based CRM is great for customers from a wide range of industries like media/publishing, retail, distribution, manufacturing and more. The software provides users with things like e-commerce, sales force automation, customer data management, marketing and more. It’s the only cloud solution that provides users with a 360-view of customers in real-time, while also giving companies a seamless flow of information across the entire lifecycle of their sales.
Powerful Sales Force Automation
Your sales team will be equipped with the tools needed to record all the opportunities they get and then share the status with the rest of the time. Sales efficiency will also be improved with the program’s document management capabilities to build an ideal sales portal. The sales team will also be able to manage opportunities as it goes through your sales pipeline with functions like notes, key contacts, related documents and more.
Sales managers will also have a complete picture of all leads and their opportunities in the pipeline to see how the sales staff is doing. And with a comprehensive contact and activity management system, the entire team has what they need to capture records of all interactions with customers. The CRM enables them to convert those leads into quotes and then track them until they are sales with just one click!
Advanced Sales Forecasting
With the advanced sales forecasting tools, your team can predict future sales in no time. All estimates, quotes and opportunities include a forecast category to categorize the transaction appropriately. The program will also provide weighted measurements of pending orders, quotes and opportunities, while the system’s order management functions show actual sales and projections of recurring revenue in variances and forecasts.
The CRM provides real-time role-based dashboard, analytics and reporting so that your team can check their personalized KPIs and access the latest reports as part of their daily tasks.