NetSuite CRM software provides essential tools for businesses to interact with customers, streamline processes, and enhance marketing effectiveness. With features such as sales forecasting, campaign automation, and real-time analytics, it allows companies to track customer lifecycles and improve sales performance. Partnering with Protelo for implementation offers personalized guidance and expertise, ensuring successful deployment of the CRM system.

1. NetSuite CRM
Software Details
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2. What is CRM? CRM software holds some of the most essential tools for businesses; if you aren’t
marketing your brand properly, customers won’t be compelled to buy. The goal of any company is
to have people know about your products and services, but it’s equally important to understand your
customers. By interacting with them, you’ll be able to see what products, unique promotions, and price
points customers react to most frequently. The more engaged you are with your customers, the easier it
will be to accurately predict what they want.
NetSuite wants businesses to really thrive at what they do. From a qualified lead to a renewal or cross-
sell, NetSuite CRM offers numerous functionalities for a variety of business needs. This advanced CRM
software also offers rich features such as sales forecasting, order management, and commission structures
for its users. NetSuite has turned a traditional CRM platform into something extraordinary.
NetSuite Customer Relationship Management is a powerful
system that lets companies follow a customer’s entire lifecycle.
NetSuite CRM Software Details
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3. • Email Marketing
• Target List Segmentation
• Lead Source Tracking
• Web Forms
• Workflow Management
• Quote to Order Automation
• Inventory and Fulfillment
• eCommerce Ready
• Billing and Invoicing Tools
• Accounting Integration
• PSA Project Capabilities
• Vendor Records
Why should you implement NetSuite?
This award-winning CRM software will allow you to streamline department processes, gain
performance visibility, enhance productivity, increase sales, and attain better customer
service insight.
Our Top List of CRM Highlights
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Business Challenges
• No ability to track marketing ROI
• Missing revenue opportunities with existing customer base due to inability to target
customers based on purchase history.
• Having multiple sources of data for customers, vendors, leads, prospects and contacts.
• Unable to market relevant campaign to a segmented audience
NetSuite Solution
• Fully integrated business system tracks orders against a marketing promotion and spend to
give a true marketing campaign ROI.
• Single source of truth for all customers, vendors, leads, prospects and contacts.
All maintained within NetSuite.

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Detailed NetSuite CRM Functionalities
Dependable Marketing Automation
Real Time Dashboards
Innovative Sales Forecasting
Creating new campaigns can be time-consuming, and because of that, NetSuite CRM created their
system so that employees can automate the entire campaign process, with no manual upkeep.
This CRM system will track your campaigns in real time and let you know exactly where your leads are
coming from. This software also offers email marketing capabilities, drill down reporting, statistics,
and unique upselling opportunities based on a customer’s purchase history.
With NetSuite CRM, you’ll never have to guess how up-to-date your business data is. Live analytics
dashboards allow you to see accurate data when you need it most; most sales, service teams, and
marketing departments can’t thrive without this functionality. NetSuite CRM allows employees to measure
important items such as quotas against actual sales, customer satisfaction, and unique website visitors.
Pick and choose which NetSuite features you want visible on your custom employee dashboards!
If you haven’t figured out how to best tackle sales probability, you’re missing out on one of the best tools
within NetSuite CRM. From revenue projections to high-profile sales quotes, this feature reliably predicts
important business insights that most companies seem to unnecessarily stumble over.

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Great Customer Support
It’s Easy to be Social
Pairs with Ecommerce Software
A company is only as good as the care it delivers to its customers. NetSuite CRM gives you a complete
view of your customer’s history, so you can serve them quickly without any hassle. Enjoy helpful features
such as routing and tracking numbers, renewals, escalations, case submissions, and so much more.
Get your customers to interact with you organically. NetSuite has a robust SuiteSocial platform that allows
your CRM team to integrate everything from favorited social buttons to calendar synchronizations for your
customer marketing efforts. Give them an outlet to share their excitement on.
NetSuite CRM was created to seamlessly tie-in with NetSuite eCommerce tools. They’re the perfect
pairing because every customer record, interaction, and transactions can be monitored across NetSuite
software; you won’t ever have to sift through numerous platforms to find the information you’re looking
for. Quickly see who’s looking at your website as you gain a more in-depth understanding of the products
or services they’re interested in. See what’s selling, and what’s not! From in-store POS to online marketing,
let your employees give a consistent, personalized experience to every customer that comes your way.

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Partner Relationship Management
Sales Force Automation
Incentivized Compensation
Sometimes it’s fun to bring a partner or vendor into the marketing mix. NetSuite
CRM is so advanced, it can help you accurately track data for your partner on
whatever campaign you’re launching with them. From order processing to royalty
fees, this CRM software offers a variety of helpful tools. You can even track your
partner’s leads, give detailed forecasts, and see full purchase orders.
The great thing about NetSuite CRM is that it comes equipped with SFA. Now,
your sales department can track client records, from start to finish, with real-time
updates. Employees can even track hot leads or opportunities further down the
funnel. With the touch of a button, they can convert a sales opportunity into a
real-time quote, and finally a sales order.
Employees do better when they are rewarded! This NetSuite CRM commission
feature is great because it frees up the sales team from filling out tedious
spreadsheets or doing time-consuming calculations. NetSuite CRM effortlessly
translates data over to NetSuite’s payroll tool, so you no longer have to transfer
any data manually. As this commission feature is customizable, you have the
freedom to set up your own commission schedules for your employee, from
monthly to annually bonus structures, and everything in between.

8. Take it on the Go
Upsell Opportunities
NetSuite CRM was built for the cloud. As this software is web-based, you can access important data on
the road or up in a plane. You are no longer bound to just looking up analytics or tracking campaign
efforts at the office.
NetSuite CRM was created to seamlessly tie-in with NetSuite eCommerce tools. They’re the perfect
pairing because every customer record, interaction, and transactions can be monitored across NetSuite
software; you won’t ever have to sift through numerous platforms to find the information you’re looking
for. Quickly see who’s looking at your website as you gain a more in-depth understanding of the products
or services they’re interested in. See what’s selling, and what’s not! From in-store POS to online marketing,
let your employees give a consistent, personalized experience to every customer that comes your way.
No matter what you’re looking for, NetSuite CRM has a multitude of solutions for your business. NetSuite
continually goes above and beyond to include innovative items, like order management and partner
marketing in their CRM software. They even added perks like quote creation and upselling opportunities
for users, which are uncommon in other NetSuite CRM competitors. NetSuite CRM is great for growing
businesses, or those looking to expand internationally. With the touch of a button, you have the freedom
to check inventory and fulfillment, past transactions, and any payment status you desire.

9. Protelo is a NetSuite Reseller, and we’re happy to help with you with any questions you may have about
this CRM product. Please feel free to send us an email or give us a call to learn more about our NetSuite
services or implementation options. To learn more about NetSuite CRM pricing, or to buy NetSuite CRM
directly, you can fill out our contact form https://www.proteloinc.com/contact-us/ and we’ll send you
information within 24 hours or less.
Why work with a partner to buy NetSuite?
Personalized business guidance, on-on-one support and financing plans are just a few great reasons.
ERP is one of the most important investments businesses take, so it’s crucial for partners to implement the
tools successfully. According to analyst firm Gartner, more than 75% of all ERP implementation projects
fail, due to a lack of industry knowledge, clarity of cost, time-scale, functionality, training and resource
issues. Implementing a business-wide software should be approached strategically, not as lines of code
and a software install.
Working with Protelo’s team, you will always receive direct access to our team of NetSuite experts that
average over 20 years of business technology experience each. The cost of NetSuite itself will be the
same working with a partner versus working with direct, but you will receive the added benefit of a direct
line to your project team and business expertise as well.

10. Whatever industry or sector you are in, our highly skilled NetSuite team at
Protelo understands your business challenges and the solutions you need to
succeed. Take advantage of our flexible service offerings, and benefit from an
in-depth knowledge of business applications that will ensure you get the
solution, licenses, services, and support that’s right for you.
Contact Protelo today!
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Contact Our Expert
NetSuite Team Today.