NetSuite App
BRM Software for NetSuite
A Business Relationship Management Solution for NetSuite
Discover the configurable, all-in-one business relationship management solution that integrates seamlessly with NetSuite, complete with a robust customer portal and sales rep portal!
All-in-one NetSuite Business Relationship Management
BRM for NetSuite like you've never seen before
This solution is a highly configurable, all-in-one business relationship management (BRM) solution that integrates seamlessly with NetSuite, allowing for smooth data synchronization and a unified user experience without additional applications.
This BRM solution for NetSuite includes portals for various users—sales representatives, vendors, and customers—with customizable workflows to fit their roles, enabling businesses to manage multiple user types and their specific needs from a single platform.
Get this solution and provide your businesses with a powerful, customizable platform to manage relationships and workflows within your NetSuite environment from self-service portals to POS functionality!
NetSuite App Features
- Employee Portal for Sales Reps and Customer Support Reps
- Fully customizable Vendor Portal
- Customer Portal for B2B customers
- Parent Customer-child customer relationship handling
- Real-Time Data Synchronization with NetSuite
- Configurable Workflows to fit Unique Use Cases
- Centralized Management of User Roles and Permissions
- Customizable Navigation & Data Display
- Mobile-Friendly and responsive across browsers and devices
- Custom Portal Pages for Custom Records in NetSuite
- Portal Design and Style Flexibility that allows businesses to match the look and feel of the platform to their branding
Business Use Cases
- Manage customer and sales rep relationships through portals with self-service capabilities and custom workflows.
- Manage vendor interactions through a streamlined portal for purchase orders, RFQs, shipments, and invoices.
- Enhance retail operations with an integrated and customizable point-of-sale system.
- Access and manage real-time data across customer, sales rep, and vendor relationships, offering deep customization of workflows, reports, and user access.
- Leverage the vendor portal for drop-shipping or quality control with manufacturers.
- Manage complex customer structures like school districts or organizations with multiple sub-customers.
Discover BRM for NetSuite
Business Relationship Management App
This BRM solution provides role-based access control for managing relationships. It supports custom records and workflows, offering real-time updates for orders, transactions, and inventory. All customizations take place within your NetSuite account, ensuring software stability while also adapting to your business needs. Its responsive design guarantees accessibility across devices, along with real-time updates for orders, transactions, and inventory.
Check out the videos below for demos of the sales rep, customer, and vendor portals, and POS functionality!
Sales Rep and Customer Portals for NetSuite
Manage Customer Relationships
Ideal for B2B customers, this customer portal for NetSuite allows your customers to access self-service features like order history, financial statements, and manage account details for themselves, or any sub-customers they have. Customers can even place orders directly within the portal!
This NetSuite portal for sales reps allows your team to manage customer accounts, place orders, and configure product catalogs specific to each customer. Sales reps can even login on behalf of the customers they manage.
Vendor Portal for NetSuite
Seamlessly Manage Vendor Relationships
In this portal, vendors can accept and manage purchase orders directly! They have the capability to handle drop-shipping, and respond to requests for quotations (RFQs). Additionally, vendors can upload shipment details related to orders, providing visibility into logistics and fulfillment. They can also view and manage their invoices and payments, enhancing financial transparency.
This NetSuite vendor portal can be customized for specific use cases, such as quality control for custom products. This flexibility accommodates various vendor relationships, including those with manufacturing companies.
Point-of-Sale for NetSuite
Portals and POS Functionality All-in-One!
The POS system is built into the Business Resource Management solution, allowing cashiers to efficiently process transactions, apply promotions, and manage multiple payment methods! It connects with NetSuite for real-time updates and supports various transaction types. Customizable for different retail needs, this POS for NetSuite handles retail sales, store pickups, and deliveries while accurately tracking stock levels and generating quotes. This empowers businesses to meet customer demands effectively.
Have questions about this BRM solution for NetSuite?
FAQs
CRM typically focuses on customer and sales relationships, while BRM can extend relationship management to a broader set of users, including customers, vendors, sales representatives, employees, and other entities. This BRM solution is designed to manage multiple relationship types from one platform.
The solution can support customer portals, sales rep portals, vendor portals, and other role-based experiences. It also includes point-of-sale functionality for retail use cases.
Yes. The vendor portal can be customized for specialized vendor processes such as quality control for manufacturers or other suppliers with unique requirements.
Yes. The solution includes configurable POS functionality that can support transactions, promotions, multiple payment methods, quotes, store pickups, deliveries, and inventory visibility.
Yes. Custom portal pages can be created for custom records in NetSuite, allowing businesses to surface company-specific information and workflows to portal users.
What’s next
Make your day-to-day work easier and get back to what matters most with this NetSuite app to streamline your workflow and simplify daily tasks. Reach out below and let’s get you rolling.
Need something a little different?
If you’re not seeing the exact fit you need, no worries—we also build affordable custom solutions to fit your business, your workflows, and the way your team actually works.
Reach out and let’s build a solution that fits like it ought to.
