NetSuite CRM Reviews & Pricing

Key Features

• Opportunity Management: With detailed information and a complete pipeline view of opportunities, the sales team can streamline sales and customer buying processes. They can access prospect information, potential revenue, notes, meeting records and status. 
• Contact Management: Centralized data makes it easier to manage and create contacts through sales portals, as well as view leads, tickets and the opportunities associated with them. A pipeline view facilitates lead tracking, along with full details of all interactions. 
• Quote and Order Management: Streamline quote and order tasks with an integrated quote-to-order, cash and fulfillment solution. Automatically process quotes with back-end financials, convert those into approved sales orders and include shipping rate calculations, automated tax, and pricing and discounting rules. Also access sales and projections of recurring revenue in forecasts and variances. 
• Quota Management Sales reps can create and track quotas by item, class, location or department. It’s also possible to set quotas based on company sales goals. 
• Incentive Compensation Management: Integration with an incentive management module offers visibility into incentives through automated compensation management. 
•  Set up commission schedules monthly, quarterly, biannually and annually. 
•  Apply configuration rules to determine commission based on sales, quotas, profitability, quantity and more. 
• Lead Management: Manage lead generation and measure campaign ROI by tracking lead-to-revenue score with aligned marketing and sales functions. Automate lead capture from multiple sources like search engines, websites, direct mail, email and events. 
• Campaign Management: Create and track targeted marketing campaigns based on purchase trends, demographics, support histories and response patterns. Ensure personalized marketing using data segmentation, and analyze marketing campaigns such as direct mail, events, email and multichannel campaigns in a single application. 
• SEO-Optimized Website: Optimize web pages with meta tags, image-alt tags, customizable titles and short search engine descriptive URLs for dynamic pages. It’s possible to preserve search rankings for both static HTML and dynamically generated web pages by creating permanent (301) redirects. 
• Web Forms: Create landing pages with a drag-and-drop interface, capture leads directly from the website and populate them automatically in real time. A routing engine directs the captured leads to sales reps. 
• Partner Management: Align partner activities in PRM with order management and sales activities in CRM using a single application. Partners can register, measure conversion rates and acquisition costs, and track leads and marketing campaigns. Resellers can place and track orders with transparency. 
• Case Management: Offers online self-service with case submissions, tracking and routing of customer support cases, based on case type, product, partner, customer and issue. 
•  Enable greater availability and cater to customer preferences by routing across multiple communication channels such as phone, email, web and fax. 
•  Prioritize cases and track them through default statuses such as not started, escalated, in progress, closed and reopened. 

Limitations

•  Available as a bundled product in four modules, and individual modules can’t be bought depending on specific needs. 
•  No native integrations with Facebook, LinkedIn, or Twitter and requires third-party integrations such as Celigo. 
•  No native integrations for G Suite and Office 365 — need to use connectors to access these apps. 
•  No free trial available, and the capabilities can’t be explored in real time. 
•  Lacks native chat capability and requires integration with LiveChat app. 
•  Multiple logins of the same user simultaneously from multiple PCs aren’t supported. 

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