Customer Relationship Management (CRM) in NetSuite refers to a suite of applications and tools designed to manage and analyze customer interactions and data throughout the customer lifecycle. The main purpose of CRM in NetSuite is to improve business relationships with customers, assist in customer retention, and drive sales growth.
Implementing CRM in NetSuite increases productivity and converts more prospects into customers. From lead management to opportunity management and sales forecasting, it provides a complete view of your sales pipeline. This enables you to assess your sales resources over time and make timely decisions to convert prospects into opportunities and customers.
Enabling CRM features in NetSuite allows businesses to utilize tools specifically designed to manage and enhance customer relationships, streamline sales processes, and improve customer service.
There are several main features in CRM that can be accessed via Setup > Company > Enable Features:
The CRM tab includes various subsections:
CRM Basic
Sales Force Automation
Customer Support And Service
Marketing Automation
Stay tuned for upcoming articles covering Sales force Automation, Customer
Support and Services, and Marketing Automation. Make sure to follow the New to NetSuite > CRM (Customer Relationship Management) category to be notified when new articles are posted.
