What is NetSuite Sales Force Automation?

NetSuite CRM sales force automation (SFA) capabilities power your sales organization with unified processes — from opportunity, upsell, and quote management to sales forecasting, order management, fulfillment, and commission payments. NetSuite’s SFA solution gives your sales team unprecedented visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts, inventory, and order history. With real-time dashboards, sales representatives and managers gain better insights to sell, upsell, and properly set customer expectations.

NetSuite CRM: Unifying Business Operations

Sales Force Automation

Equip sales with real-time access to prospect, customer, opportunity, and order records.

• Manage opportunities across status, revenue, key contacts, notes, and related documents.

• Provide sales managers with a complete view of all leads and opportunities in the pipeline.

• Capture detailed records across all interactions and convert opportunities into quotes and sales orders

Reporting and Analytics

Real-time dashboards deliver customizable, role-based reports to sales, marketing, and service teams.

• Measure continuous sales performance with personalized key performance indicators.

• Access sales goals such as achieved versus quota, actual versus sales forecast, and sales pipeline by stage.

• Monitor customer service metrics on call resolution times, customer satisfaction, subscription renewals, call volumes, and case trends.

• Examine marketing benchmarks like lead-to-close metrics, number of website unique visitors, lead generation trends, and customer acquisition costs.

Sales Forecasting and Quota Management

Build reliability, predictability, and trust in the sales process.

• Allow users to categorize the transaction forecast type to identify opportunities, quotes, and estimates appropriately.

• Utilize probability-based forecasting with adjustable weighted measurement of pending opportunities, quotes, and orders.

• Analyze actual sales and recurring revenue projections in forecasts and variances.

Upsell, Quote and Order Management

Easily convert quotes into approved sales orders and automatically process with back-end financials.

• Provide recommendations based on intelligent upsell management and buying patterns.

• Improve quote and order accuracy by including automated tax and shipping-rate calculations, pricing, and discounting rules.

• Accelerate order management with online approval and automated workflows.

Customer Service and Support

Provide the customer service center with a 360-degree customer view.

• Automate case management processes for assignment and escalation.

• Track support cases according to product, issue, case type, partner or customer.

• Enable online self-service with case submissions, status tracking and communications.

Marketing Automation

Automate multi-channel marketing campaigns to align with sales efforts.

• Enable rapid response to maximize the value of opportunities.

• Automate lead capture from websites, search engines, direct mail and events.

• Build and send promotional or automated email marketing campaigns.

• Support upsell marketing based on historical purchasing patterns.

E-commerce

Connect with NetSuite’s e-commerce solution to create a single system of record for customer, activity, and transaction data.

• Track every online interaction with prospects and customers.

• Improve sales effectiveness by providing greater visibility into products or services recently browsed.

• Enhance the customer experience by leveraging real-time data integrations between CRM and e-commerce.

Partner Relationship Management

Fully control every element of the partnering process.

• Manage leads, joint marketing, sales pipeline, orders, and commissions.

• Enable partners to register, manage, and track their leads.

• Provide full visibility into your partners’ sales forecasts.

Mobile

Access real-time business information on mobile devices.

• View, enter, and update key customer and sales data.

• Submit timesheets and expenses with easy snap and attach receipts.

• Manage everyday activities, tasks, and calls from your smartphone.

Are you interested in learning more about NetSuite’s Sales Force Automation? Reach out to our team for a demo.