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Sales
Force Automation: NetSuite's sales force automation
(SFA) capabilities allow you to manage the entire selling process,
including sales order entry, post-sale follow-up and support,
as well as upselling opportunities. Unlike our competitors,
NetSuite provides complete customer purchase histories, which
enable your sales representatives to serve your customers better,
improve customer satisfaction and increased profitability. |
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SALES FORCE AUTOMATION FEATURES: |
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Pipeline
and Opportunity Management: Using
the SFA Real-time Dashboard, you'll see all leads,
which are assigned by rules and territories, on
your Dashboard. You can even track multiple leads
within the same company separately, getting insight
into each contact, conversation and unique opportunity.
Moreover, you can display all opportunities, quotes,
orders and closed sales on your Dashboard. You
can even view the projected amount, probability
of the close of sale, and weighted amount for
each of these transactions.
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Order
Management: Sales representatives can
turn sales quotes into orders with just one click.
Consequently, they can spend more time selling products
and services, and less time shuffling papers. That's
because NetSuite's sales force automation CRM software
solution eliminates redundant data entry and minimizes
data entry errors.
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Standard
& Advanced Forecasting: NetSuite
and NetSuite CRM provide sales teams with the SFA
tools companies' large and small need to manage
their forecasts. For companies with basic forecasting
needs, probability based forecasting offers weighted
measurement of pending opportunities, quotes and
orders. And for companies needing more sophisticated
sales forecasting tools, Advanced Forecasting adds
the means to triangulate and better predict sales
forecasts using forecast categories and deal ranges.
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Incentive
Management: Integrated commission management provides
the flexibility to schedule multi-tiered commission structures
based on billings or payments, parent roll up on class,
department, and location, target commission factors, and
period assignment. Sales representatives and management
can view estimated and actual commissions compared against
team or individual quotas from their dashboards. And with
NetSuite's payroll integration, commissions are automatically
reflected in payroll reports.
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Team Selling: Many sales organizations work in sales teams where each individual performs a specific role (sales rep, sales engineer, etc.) to manage and close deals. To support this process, NetSuite Team Selling enables you to track multiple sales users on customer records and sales transactions. In addition you can also calculate and pay commission to multiple sales users on a deal and the new sales team reports allow you to track the revenue earned by all members of the sales team, not just the sales reps.
For each sales user you can specify their role on the deal, such as sales rep or sales engineer and select one as the primary sales rep on the deal. You can also split the deal amongst some of the sales users using the contribution percentage. For example, if two sales reps are splitting the deal you can list both sales reps on the deal and list their contribution percentage as 50%. The sales contribution amount specified will then be used to calculate the commission amount that should be paid for each sales user. A sale user with a contribution of 50% will earn commission on 50% of the value of the deal.
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Upsell
Manager: Add more intelligence to the
process of deciding which customers to target and
what items to up sell to those customers. Mining
purchase histories, the Upsell Manager sales force
automation software tool provides insight into customers'
past purchases and automates recommendation of products
to upsell real-time in an active sales deal or to
promote in an upsell marketing campaign.
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Patent
Pending, No-Click E-mail Integration:
NetSuite's break-through no-click e-mail integration
eliminates the tedious process of coordinating email
communication between e-mail system and the CRM
system. This patent pending no-click e-mail integration
works seamlessly with popular e-mail systems such
as Microsoft Outlook, Lotus Notes, Yahoo! Mail and
America Online.
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Offline
Client: Sales representatives can access
and update their leads, prospects, customers & contacts
in addition to creating new ones. Information associated
with these records such as cases, campaigns, files, items
purchased and messages will be available for viewing within
tabs on the main record.
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Account
Management: Armed with complete views of
the customer—including a history of sales, support,
billing and shipping—you can forge better, more
long-lasting relationships.
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- Duplication Detection
- Spellchecker
- Competition Tracking
- Demand Forecasting
- Inventory Views
- Team Quotas
- Back-order Status Management
- Customer Privileged Pricing
- Saved Groups by Case, Transaction, Opportunity
- Deal Notification Expiration
- Automatic Quote Generation
- Real-time Credit Card Authorization
- Referral and Promotion Code Tracking
- HTML and Mail Merge Communications
- Rich Text Editor
- Online Lead Capturing
- Contract Management within Customer Record
- Sales Tools Intranet
- List Import
- Synchronization with Outlook, and Palm OS devices
- Sales Metric Alerts to PDAs
- Competitor Tracking
- Sales Analytics
- Word and Excel Integration
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