In a Nutshell
- Suitable for enterprises
- 360-degree customer view
- Good for managing global sales and service organizations
- Does not categorize leads as most CRMs do
- Programing required for customization can be complex
- More expensive than other options
Oracle (Netsuite) CRM at a Glance
Best For: Enterprise users
Key Use: General CRM including lead capture and marketing automation
Price: Base licensing cost ($999/month) plus user fees (additional pricing details require a consultation and are case dependent)
Free Trial: Depends on MSP, but usually 14 days
NetSuiteCRM is an enterprise grade CRM with marketing automation and sales features. It features both custom and default reporting functionalities.
Tools For Sales Teams
Netsuite CRM allows users to boost the efficiency of their salesforce by handling automation including automated lead routing and handover. NetSuite’s sales force automation equips sales with real-time access to customer, opportunity, and order data, helping sales teams manage and convert leads.
Netsuite also includes the full range of typical CRM functionalities including logging and saving leads, opportunities, and deals.
NetSuite CRM allows users to obtain various types of sales forecasting in order to predict future sales volumes. These include mood ring forecasts, calculated forecasts, and multiple forecasts.
Tools for Customer Support Teams
Customer service is integrated with all the pages in the CRM providing agents with a true 360-degree view of customer activity. Using Netsuite CRM, sales, marketing, and support resources are able to work in close alignment.
Tools For Marketing Teams
NetSuite CRM allows users to leverage marketing automation in order to better target, build, and execute marketing campaigns. The sales team can then directly see the results of lead generation activities, which can be integrated into outbound campaigns. NetSuite allows users to automate multi-channel marketing campaigns to align with sales efforts. This allows for rapid response times, maximizing the value of opportunities. IT also automates lead capture from websites, search engines, direct mail, and events. Other marketing applications include NetSuite’s ability to build and send promotional and automated email marketing campaigns, as well as the ability to support upsell marketing based on purchasing patterns.
Customizations And Integrations
As a CRM that is mostly used by large companies and enterprise clients, virtually every aspect of Netsuite CRM can be customized. For one, users are free to create as many custom fields as they need in order to have the CRM laid out exactly according to their needs. Secondly, NetSuite SiteBuilder allows users to create application forms that mimic their agents’ precise preferred lead collection process.
Reporting And Dashboard
NetsuiteCRM’s home screen features a dashboard environment that displays a real time information feed from across the organization. Users can also customize the display to filter the activity depending upon its status in the lead funnel and visualize the pipeline. For reporting Netsuite CRM allows users to pull down either standard or customized reports tailored to their specific requirements.
NetSuite CRM has mobile applications for both iPhone and Android. The native iPhone application allows users to access the full range of CRM functions including KPI metric display, scorecards, and graphics. The Android version provides access to the integrated business suite, letting users get business snapshots with dashboard support, check KPIs, and more.
Plans And Pricing
NetSuite CRM is an enterprise grade CRM designed for deployment to large user bases. There is a basic organization licensing fee of $999 per month. After that, additional users can be added for $99/user. NetSuite pricing can differ on a case by case basis. To truly grasp the cost for your company to use NetSuite, you must schedule a consultation.
Ease Of Implementation And Use
Netsuite is designed to be deployed in organizations by experienced system administrators. At a minimum administrators will need to set up an outbound email server (SMTP) to send emails. Additionally, access permissions need to be set up in order to ensure that only authorized parties get access to controlled parts of the CRM.
Netsuite support is available on 2 tiers: basic and premium. Those that subscribe to a service tier that enables premium support are entitled to 24/7 critical system access and can appoint 4 authorized support contacts in the organization for non-critical concerns. Chats with support representatives can be initiated by using the live chat support button or by contacting one of the international direct dial numbers.
What User Say About Oracle Netsuite
“We’ve had exponential growth without having to increase headcount, and we’ve been able to handle that with a system like NetSuite.”
The Second City (implementation team)
“NetSuite is a robust, all-in-one system that allows us to do everything we need to simplify and optimize our business.”
Natalie Riley, VP of Finance and Operations, Topo Athletic
NetSuite CRM is an enterprise grade CRM that contains a powerful set of functionalities, giving users a 360-degree view of the organization and its customers. Given that it is designed for use in enterprises, it is unsurprisingly not the cheapest CRM on the market. However, for those that need a scalable tool that can be backed by support with strictly defined service-level agreements, it is a good option.