NetSuite CRM

360° Customer Visibility

NetSuite CRM two men facing each other while shake hands and smiling

NetSuite CRM provides an easy-to-use, unified and automated database. Say goodbye to miscommunication and lack of information and introduce your company into an era of collaboration between each office and branch. With NetSuite CRM, your company can have one central place to access all the details about its customers and prospects.

Want more information on how NetSuite Customer Relationship Management (CRM) can help you? Continue reading, or download the PDF datasheet on NetSuite CRM to learn more.


Key Benefits

  • Manage global sales, marketing, services, and partner organizations
  • Remotely access CRM data on your mobile device
  • Elevate productivity across the organization
  • 360-degree view of your customers
  • Streamline lead-to-cash processes
  • Improve sales performance
  • Convenient view of customer history with information from all departments


Key Features & Capabilities

  • Salesforce automation/opportunity management
  • Case management/customer service management
  • Forecasting, upsell, & commission management
  • Partner relationship management
  • Marketing automation

About NetSuite CRM

The key to any successful business is customer relationships. A customer must be attracted to the product, find the buying experience quick and easy, and find the service helpful and knowledgeable. In order to accomplish this, companies keep record upon record, datum on datum about each customer in order to make large scale decisions about marketing and product line as well as enhance knowledgeability of customer service.


The Problem

Many companies fail to present a unified front to the customer because of the multiple sources of information. For example, the sales team over the phone, email, or in-person makes sales. But, more often than not, this information is lost because representatives don't log their activity and meeting notes, or they log them in their own file. Sharing this information with the rest of the company is, in the end, in the sales rep’s best interest because it informs the rest of the company of what people are interested in, what kind of complaints they have about the product, and what kind of people are buying their product. That kind of information could help a marketing team tailor their ads or help customer support be more personal to each customer, based upon their customer profile.


Strengthen Customer Relationships

NetSuite CRM case management and customer service management tools give your team a 360-degree view of your customers, allowing them to better understand the market that you serve. Save sales by streamlining your lead-to-cash processes using remotely accessible CRM data that enables your sales team to provide high-quality customer service. Partner relationship management tools extend your organization's ability to manage global marketing, services, and partnerships.


Increase Sales Performance

NetSuite CRM sales force automation and opportunity management help your team capitalize on every potential sale, leaving fewer abandoned carts and gaining customer loyalty for your company. Elevate productivity across your organization and improve your overall sales performance through the use of forecasting, upsell and commission management.


More CRM features

NetSuite CRM features like upsell and order management, along with mobile availability, enable your team to save the sale by handling customer requests and transactions at the time of request. Marketing automation saves your team time while helping your company gain and retain customers. For a consistent customer experience, NetSuite CRM includes ecommerce features that allow you to bring your in-store experience online.



When it comes to efficiency and effectiveness, NetSuite CRM provides you with the tools you need. NetSuite CRM, unlike more traditional CRM solutions, is integrated into the NetSuite ERP platform. So rather than purchasing a CRM system and then integrating an ERP system separately from another vendor, NetSuite has all that information in one centralized location. NetSuite gives you a single view of the customer across the entire organization that is more than just the transactional record. NetSuite gives you a view of the lifecycle of the customer—starting with the lead going through opportunity, quote, sales order, fulfillment, renewal, upsell and support. There's no excuse not to make NetSuite part of your company.


NetSuite CRM Module FAQs

  • What does CRM stand for?

    CRM is an acronym that stands for Customer Relationship Management when used in the content of business processes or business management software (such as NetSuite).

  • How good is NetSuite CRM?

    NetSuite CRM is one of the best CRM solutions in the world. It is considered to be one of the best since it connects directly with the rest of the ERP data.

  • Does Anchor Group implement NetSuite CRM?

    Yes! Anchor Group provides implementation services for NetSuite modules, including NetSuite CRM. Contact us to learn more about our NetSuite module implementation services!


If this module doesn't meet your needs, there are other NetSuite solutions that might be a better fit:


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