NetSuite CRM for Sales Managers
Lead to cash on one system, with one-click sales orders from opportunities and a 360-degree customer view reps can sell from.
About this episode
An animated overview rather than a screen demo, built around one argument: NetSuite CRM automates the full lead-to-cash process instead of stopping at leads, opportunities, and forecasts.
It shows one-click sales order generation from an opportunity, an automatic quote email for customer approval, information flowing to finance with no duplicate entry, and a 360-degree customer view spanning orders, billing, shipments, returns, and pricing, down to a check item availability click that returns an expected ship date.
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Book a call00:09as sales manager you help drive competitiveness revenue and growth you're called on to forecast plan and budget while setting sales targets and leading your team to meet and exceed them accomplishing all this demands total visibility instant communication and real-time customer and sales information netsuite crm empowers you to transform your sales pipeline into higher revenues bigger profits and a more effective sales process netsuite crm goes beyond traditional lead opportunity and forecast management netsuite automates the entire lead to cash process [Music] with an integrated solution you get real-time visibility into orders inventory billing shipments customer financials order history returns payments pricing information
01:01that's typically in your erp and financial systems enabling a single view of all customer interactions powerful one-click sales order generation capability from opportunity to quote with automatic email to customer for approval eliminates duplicate manual data entry and information flows seamlessly to finance for approval with a fully integrated crm solution you and your team have access to relevant customer information including orders billing and open support issues from anywhere at any time this empowers you to provide accurate billing expected ship date and renewal terms increasing customer satisfaction for example clicking on check item availability shows you the expected ship date additionally armed with past customer purchase history current inventory levels and service issues
01:55you're ready to monetize existing customers with powerful cross-sell and upsell opportunities netsuite provides a 360-degree view of your customers that enables deep understanding across the entire customer life cycle netsuite crm removes barriers to sales productivity so your sales reps can focus on serving prospects and customers and generating revenue netsuite crm turns your sales strategy into action [Music]