NetSuite CRM provides a 360 degree view of customers, automated lead to cash processes, and integrated project tracking. It offers beyond traditional CRM capabilities like marketing automation, sales force automation, order to cash management, and financial management. Key features include seamless quote to order processing, deep product and pricing management, incentive compensation for reps, intelligent upsell and cross-sell engines, built-in ecommerce and self-service sites, partner relationship management, mobile access, and social collaboration tools.

1. www.curiousrubik.com Office:+1 646 459 2754

2. NetSuite CRM Strategy:
Beyond the Traditional
NetSuite and the NetSuite Logo are registered service marks of NetSuite Inc.

3. Why NetSuite CRM+?
360 degree
view of
customer
Automated
lead to cash
process
Built in sales
alignment
Ecommerce
and Self
Service
Integrated
project
tracking
Global
business
management
© NetSuite Inc. 2013 Confidential

4. Beyond Traditional CRM

5. Lead to Order to Cash
Marketing automation
Sales force automation
Order to cash management
Financial management
Renewals
Lead
Opp.
Quote
OrderFulfill
Invoice
Recognize
Renew
Ongoing
Quote OrderLead Opportunity Renew
Fulfill &
Invoice
Recognize
Revenue
NetSuite CRM NetSuite ERP

6. Seamless Quote-to-Order Processing & Deep
Product & Pricing Management
One click convert
– Opportunity to Quote
– Opportunity to Order
– Quote to Order
Team Selling
Product & Service Catalog
– Multi-location inventory, time &
materials, non-inventory items
– Serial no., lot management,
bar coding, bin management
– Grouping, kitting, assembly items,
work orders, BOMs
Price Levels & Billing
– Complex discounting rules
– Multiple price levels, per customer
pricing, multi-currency, multi-tax
– Billing schedules
© NetSuite Inc. 2013 Confidential

7. Incentive Compensation
Comp Reps to Drive Corporate Objectives, Goals
Rep visibility
– Dashboard KPIs increment with
every order placed
– Actual and estimated commission
reports
Commission schedules
– Extensive Schedule
Formula
– Accelerators, spiffs, etc.
Multi-tiered plans
– Includes rep and multi-
level management
– Retro-active supports changes
– Products, services, percent, margin,
more

8. Intelligent Upsell & Cross-Sell Engine
Product correlations
automatically generated
based on buying patterns
Sales / services able to
apply upsell & cross-sell
recommendations from
transactions or customer
record based on items
selected / purchased
Upsell / Cross-sell Wizard
walks through campaign
creation
– Build ideal target list to
market product X to
– Determine best offer for
customers who bought Y
© NetSuite Inc. 2013 Confidential

9. Open Up New Sales Channels with Built-in
Web Site & Ecommerce
Rich, Dynamic Web Sites
– Tag-based templates for ultimate flexibility
– Easy content editing w/o requiring HTML
changes
Online Catalog
– Offer products and services
– Dynamic descriptions, pricing
– Cross-sell, up-sell like Amazon.com
– Volume discounting
– Customer-specific pricing
Shopper Tools
– E-mail Order Notifications
– “My Account” Self-Service
Online Marketing Tools
– Online forms for lead capture
– Coupons, promotions, referral tracking
© NetSuite Inc. 2013 Confidential

10. Partner Relationship Management
Incorporate External Channels into Internal Processes
– Partner Self-Service Portals
– Lead Sharing
– Dynamic routing rules
– Territory management
– “Register” via online portal
– Joint Sales Process
– Update opportunities
– Shared product/service
catalog with restrictions
– Forecasting visibility
– “Front Line” Customer Service
– Joint case/ticket management
– Knowledge base
– Incentive Compensation for Partners
– Same robust multi-tiered plan engine as internal sales can be applied to partners

11. NetSuite Mobile
© NetSuite Inc. 2013 Confidential

12. SuiteSocialmaking business data social

13. CEO
CFO
Sales Rep/
Manager
Support
Manager
Ecommerce
Manager
Project
Manager
© NetSuite Inc. 2011

14. Monitor Activity Feeds, Participate in
Discussions, Receive Alerts within NetSuite

15. www.curiousrubik.com
@curiousrubik