How To Use Netsuite CRM?

This article is going to analyze the basics of Netsuite CRM. We will be going over what Netsuite CRM is, what makes it different from other CRMs, how to get started using Netsuite CRM, and finally how to set up standard users, contacts, accounts and opportunities.

CRMs or customer relationship management software are becoming rapidly popular. Through this platform, you can communicate, interact, and keep track of your relationships with your existing customers as well as potential customers.

In short, a CRM lets you stay connected with your consumers and maintain a healthy first-hand relationship with those involved in your business. You can also keep track of various activities and plan your next strategic move. So those with a smart business sense are adopting CRM these days.

Now, when we talk about CRM, we’re very often referring to a CRM system, a software/tool that helps with contact management, agent productivity, sales management, and similar productive works. Such as the Net suite CRM. You can use this CRM tool to manage customer relationships throughout the whole customer lifecycle, spanning sales, marketing, customer service interactions, and e-commerce.

So here in this article, we’re going to learn how to setup Net suite and get started with it.

Facilities of Net suite CRM

So what are the primary benefits of using Net suite CRM? Take a look.

From Email marketing to Vendor records, Net suite CRM offers several dynamic features that help you maintain a healthy grip on your company. You can perform and keep track of numerous CRM interactions to the tiny details.

Using Net suite CRM

First, you need to set up an Oracle account to access Net suite. You can take a free product tour with a demo account, just to get the hang of everything. Although, you’ll have to provide authentic information and pass the screening. Get started with Net suite CRM from here.

Once you’ve set up your id, you’ll get access to the Oracle Net suite homepage. It’ll look like this.

The homepage contains all the key elements and shortcuts. You can swiftly navigate to the marketing tab or the sales & operations tab from the navigation panels. From there, it’s pretty much self-explanatory. 

You can set up or track campaigns, account preferences, customer details, reports, or keep track of the sales, sales forecast, operations & commissions. Below the navigation panel, all of your running/completed campaigns will be sorted out based on their profitability. 

On the left-hand panel, your reminders will appear. So never miss an update, adjustment, or meeting with a customer or a client. And below the reminders tab, you’ll find the Key performance indicators tab. This tab presents a summary of your actions. How your company is doing, current revenue, ongoing campaigns, etc.

The horizontal menu on the top allows more detailed navigation.

Here’s the “Leads” tab for example. Here, you can add a group of customers and categorize them accordingly. What’s more, you can add contact information and other necessary details for every single customer. Keep track of every one of them.

Similarly, the “Campaigns” tab keeps track of every single campaign, ongoing or completed. The important part of this campaign tracking, is you get to observe and adjust the campaign budgets and outcomes. That way, it’s easier to tell if a campaign is succeeding or failing. So in the future, you can adjust your strategy accordingly.

The lower horizontal menu gives you additional details. In this case, you can see the campaign statistics better.

So similarly, just navigate through the Reports, Analytics, Documents, Setup, and other tabs. Run demo campaigns and add some figures to develop a better understanding of the Net suite CRM software. To learn more, watch this video.

Summary: How to use Netsuite CRM?

• Netsuite is a great CRM tool that allows you to manage contacts, track activities, generate quality leads, and close deals.
• Easily manage customer information and activities in one place.
• Access critical contact, account and sales data from any device.
• Segment lists, send email blasts, or create targeted campaigns.
• Quickly see all your interactions with a customer over time in one place.
• Create custom fields to capture the specific information you need.
• Keep sales in sync with marketing initiatives and track ROI on campaigns.
• Automate repetitive tasks so your team can focus on what matters most.
• View the status of every lead in your pipeline and run detailed reports for real-time visibility into your sales numbers.
• Monitor performance with flexible dashboards that drive better decisions.
• Reduce your time searching for info and increase productivity across your team.
•  Netsuite is a great CRM tool that allows you to manage contacts, track activities, generate quality leads, and close deals.