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As businesses continue to evolve, the importance of customer relationship management (CRM) has become more prominent than ever. A great CRM system enables a company to have a single view of their customers, providing deep insights into the customer’s preferences and behaviours, which helps businesses offer better services, ultimately driving growth.

One of the most popular cloud-based CRM software available today is NetSuite CRM. It’s a robust system that allows businesses to manage their customer data, automating their sales processes and enhancing productivity. While many of NetSuite CRM’s features are well-known, some of its uncommon features can make a huge difference to businesses looking to improve their CRM practices.

In this article, we’ll explore some of NetSuite’s lesser-known CRM features and explain how they can help businesses maximise their CRM functionality.

Customisable Dashboards

NetSuite CRM comes with customisable dashboards that provide real-time data insights to users. This feature enables businesses to create dashboards that are tailored to the unique needs of their sales teams, allowing users to view their most important sales data at a glance. Customisable dashboards also allow users to monitor key sales metrics and view trends, which ultimately improves decision-making and enhances productivity.

Automated Workflows

NetSuite’s automated workflows allow businesses to automate routine tasks, enabling employees to focus on more critical tasks that require human intervention. Automated workflows can help businesses save time and reduce errors by automating tasks such as email communications, task assignments, and reminders.

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Advanced Reporting and Analytics

NetSuite CRM provides advanced reporting and analytics capabilities that enable businesses to track their performance metrics and make data-driven decisions. The software’s reporting and analytics features allow users to create custom reports that help them measure their sales performance, customer behaviour, and marketing campaigns. This enables businesses to gain enhanced insights into their operations..

Sales Forecasting and Commission Tracking

NetSuite’s sales forecasting and commission tracking features enable businesses to predict their sales revenue, helping them to streamline the accounting administration of calculating, managing and paying commissions. Commission tracking enables businesses to keep track of their sales team’s performance and ensure they are paid their commissions accurately and on time.

Lead Source Management and Marketing Reporting

NetSuite’s lead management and marketing reporting capabilities make it easy for businesses to track the source of their leads and measure the success of their campaigns. This allows them to see which channels are providing the most leads and generate reports on how well their marketing campaigns are performing, allowing them to analyse marketing spending and realign efforts to focus on areas that are generating the most return on investment.

The Wrap Up

NetSuite’s uncommon CRM features can help businesses take their CRM practices to the next level, resulting in more informed decision-making, enhanced productivity, and better customer insights. Customisable dashboards, automated workflows, advanced reporting and analytics, sales forecasting, and commission tracking can make a huge difference to businesses looking to improve their CRM practices. By utilising these features, businesses can streamline their operations, ultimately driving growth and success.

Tiernan OConnor

Tiernan O'Connor is an accomplished Sales Director and NetSuite expert at DWR Consulting, a top-tier NetSuite Solution Provider and Implementation Partner. With over 25 years of experience in Sales, Marketing, Cloud ERP and technology, Tiernan has become a trusted authority in the NetSuite Partner community, helping businesses of all sizes streamline their operations and achieve success. Tiernan's in-depth understanding of NetSuite's capabilities and his extensive experience in implementing cloud-based ERP solutions have positioned him as a thought leader in the industry. He is known for his ability to identify and execute tailored strategies that meet each client's unique needs, ensuring they unlock the full potential of NetSuite's powerful features. Connect with Tiernan on LinkedIn

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