What Is NetSuite CRM?
- NetSuite CRM is a customer relationship management system natively integrated with NetSuite ERP that unifies sales force automation, marketing automation, customer service management, and partner relationship management with complete visibility into financials, orders, inventory, and fulfillment.
Because CRM and ERP share the same database, sales teams see real-time inventory availability and pricing, customer service accesses complete order history, and finance views pipeline and forecast data without data sync delays or integration failures.
NetSuite CRM Features
Manage opportunities, quotes, forecasts, and commissions in one system. Sales can see back-office data such as inventory, contracts, and fulfillment status without switching systems.
Execute multi-channel campaigns with lead scoring, nurturing workflows, and campaign ROI tracking. Pass qualified leads to sales when they meet predefined criteria.
Automated case routing, knowledge base, and customer self-service portal. Support teams see complete customer history including orders, cases, and financials.
Manage partner sales with lead distribution, joint campaigns, forecasting, and automated commission processing. Real-time information flow between you and partners.
Unified dashboard shows sales performance, recent activity, customer lifetime value, profitability, open cases, and order history. Complete customer picture across all touchpoints.
View and update customer data, log calls, create quotes, and submit expenses from mobile devices. Sales teams work from anywhere with real-time data.
No middleware between CRM and ERP. Quotes convert to orders automatically, sales sees accurate inventory, and finance accesses pipeline data in real time.
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Role-based dashboards track quota attainment, pipeline by stage, case trends, campaign ROI, and customer satisfaction. Continuous performance monitoring.
How Much Does NetSuite CRM Cost?
- NetSuite CRM is included with the NetSuite platform with additional licenses needed per user.
But the real cost isn't the licenses; it's the lost deals from inaccurate inventory data, the manual work reconciling Salesforce and NetSuite, and the revenue forecasts that are always wrong because CRM and finance live in separate systems.
Why Choose Stockton10?
Challenges NetSuite CRM Solves
- Disconnected CRM and ERP systems
- Lack of visibility into sales pipeline
- Duplicate customer records
- Manual lead and opportunity tracking
- Sales quotes don't match actual pricing
- Finance can't see pipeline accurately
Hear it from your peers
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NetSuite CRM FAQs
NetSuite CRM is sales force automation, marketing automation, and customer service management natively integrated with NetSuite ERP. No middleware. CRM and ERP share the same database.
NetSuite provides connectors for marketing platforms like Mailchimp, HubSpot, and Marketo. Marketing automation can also run natively in NetSuite CRM.
NetSuite CRM is native to NetSuite ERP with no middleware integration. Salesforce requires middleware to sync with back-office systems creating delays and conflicts.
Yes. NetSuite CRM handles complex B2B sales with account hierarchies, multi-contact opportunities, quote management, contract renewals, and partner relationship management.
Sales teams track opportunities through customizable stages with probability weighting. Pipeline reports show forecast by stage, rep, and time period with real-time visibility.
Yes. We optimize workflows for adoption, enforce data quality standards, implement pipeline discipline, evolve reporting as priorities change, and monitor third-party marketing integrations.
Are Your Sales Teams Actually Using CRM?
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