NetSuite CRM online training
NetSuite's Customer Relationship Management (CRM) module is a tool for managing
customer interactions and data. It includes a range of features that help businesses
automate and streamline their sales, marketing, and customer service processes.
Key features of the NetSuite CRM module include:
Manage contacts and leads: Allows users to create and manage contact and lead
records. This includes personal and professional information, communication history
and sales stage.
Sales forecast: The system includes tools for creating and tracking sales forecasts,
including the ability to set goals and measure performance against them.
Opportunity management: Allows users to create and manage opportunities, including
the ability to track opportunity status and close probability.
Account management: This module allows users to create and manage their accounts
including interacting with customers, making purchases, and tracking support her
Marketing automation: The system includes tools to automate marketing campaigns
such as email marketing, lead nurturing and social media marketing.
Customer service: This module contains tools for managing customer service requests,
including the ability to track and resolve issues and create knowledge base articles.
Benefits of NetSuite CRM:
Optimize the read-to-cache process.
Improve productivity across the organization by giving the customer a 360-
degree view of her.
Improve sales performance through forecasting, upselling, commission
management, and more.
Help manage the global sales and service organization.