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NetSuite CRM - Sales Force Automation
SFA
Highlights
NetSuite's sales force automation (SFA) capabilities allow you to manage the entire selling process, including sales order entry, post-sale follow-up and support, as well as upselling opportunities. Unlike our competitors, NetSuite provides complete customer purchase histories, which enable your sales representatives to serve your customers better, improve customer satisfaction and increased profitability.
Benefits
- Boost sales with proven sales tools
- Drive sales methodologies with tasks and automation
- Real-time reporting demystifies your sales organization’s performance
Opportunity and Pipeline Management
Highlights
Using the SFA Real-time Dashboard, you'll see all leads, which are assigned by rules and territories, on your Dashboard. You can even track multiple leads within the same company separately, getting insight into each contact, conversation and unique opportunity. Moreover, you can display all opportunities, quotes, orders and closed sales on your Dashboard. You can even view the projected amount, probability of the close of sale, and weighted amount for each of these transactions.
Benefits
- Real-time opportunity (stage and value) tracking
- Track and automate sales cycle based on Opportunity stage
- Track competitors and react to win deals
Order Management
Highlights
Sales representatives can turn sales quotes into orders with just one click. Consequently, they can spend more time selling products and services, and less time shuffling papers. That's because NetSuite's sales force automation CRM software solution eliminates redundant data entry and minimizes data entry errors.
Benefits
- One click Sales Order creation
- Integrated fulfillment and accounting processes
- Scales to handle large order volume
- Reduces order processing time and costs
Advanced Forecasting
Highlights
NetSuite and NetSuite CRM provide sales teams with the SFA tools companies' large and small need to manage their forecasts. For companies with basic forecasting needs, probability based forecasting offers weighted measurement of pending opportunities, quotes and orders. And for companies needing more sophisticated sales forecasting tools, Advanced Forecasting adds the means to triangulate and better predict sales forecasts using forecast categories and deal ranges.
Benefits
- View forecast and pipeline in real-time with dozens of views
- Forecast override by management
- Snapshot of sales rep performance (quota vs forecast)
- Complete forecast audit trail tracks changes made
Commissions Management
Highlights
Integrated commission management provides the flexibility to schedule multi-tiered commission structures based on billings or payments, parent roll up on class, department, and location, target commission factors, and period assignment. Sales representatives and management can view estimated and actual commissions compared against team or individual quotas from their dashboards. And with NetSuite's payroll integration, commissions are automatically reflected in payroll reports.
Benefits
- Automatic commissions calculations
- Supports complex and multi-variable commissions structures
- Payroll integration for streamlined payment
- Real-time tracking of actual vs. estimated commissions
Upsell Management
Highlights
Add more intelligence to the process of deciding which customers to target and what items to up sell to those customers. Mining purchase histories, the Upsell Manager sales force automation software tool provides insight into customers' past purchases and automates recommendation of products to upsell real-time in an active sales deal or to promote in an upsell marketing campaign.
Benefits
- Amazon-like functionality
- Supports both hardwired relationships and customer driven relationships
- Mine specific customer purchase history
Team Selling
Highlights
Many sales organizations work in sales teams where each individual performs a specific role (sales rep, sales engineer, etc.) to manage and close deals. To support this process, NetSuite Team Selling enables you to track multiple sales users on customer transactions. In addition you can also calculate and pay commission to multiple sales users on a deal and the new sales team reports allow you to track the revenue earned by all members of the sales team, not just the sales reps.
For each sales user you can specify their role on the deal, split the deal amongst some of the sales users, and automate the calculation of commissions for the sales user's contribution level.
Benefits
- Manage involvement of multiple contributors on a deal
- Assign contribution percentages and roles for tracking and commissions
- Manage rep and management splits
Automatic Email Integration
Highlights
NetSuite's break-through no-click e-mail integration eliminates the tedious process of coordinating email communication between e-mail system and the CRM system. This patent pending no-click e-mail integration works seamlessly with popular e-mail systems such as Microsoft Outlook, Lotus Notes, Yahoo! Mail and America Online.
Benefits
- Automatic capture of inbound and outbound email
- Complete history of correspondence
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