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Monday, October 7, 2024

Maximise efficiency with NetSuite CRM reporting tools

Picture yourself managing different departments in your company with a single CRM software. That would be great, right? With the many customer relationship management  (CRM) software solutions, which is best to handle your operations? As the business grows, it’s necessary to continue improving sales, marketing, and customer relations.

This guide will help you understand why you should consider Netsuite as your CRM software. Let’s look at how CRM improves the relationship between your business and clients.

What is CRM and how does it work?

This is software that helps your business interact with customers in different ways. CRM helps to improve communication, improve sales, marketing, and your team’s performance. As it is cloud-based, all your customer data is stored and managed from a single source.

You can track your sales performance, customer behavior, and key performance indicators. CRM provides this in real time. Meaning you won’t have to wait for monthly and quarterly reports anymore. Now that you know how CRM works, let’s dive into how NetSuite helps overcome these challenges.

Understanding NetSuite CRM reporting tools

NetSuite is a cloud-based CRM software with a footing in more than 160 countries. This allows you to handle international operations from the comfort of your office. It has built-in modules like inventory management, invoicing, and customer relationship management. Below is a list of features the NetSuite CRM offers your company.

  • Coordinated customer and sales force interactions
  • Real-time access to sales data 
  • Better customer service support 
  • Automate and streamline the sales process and predict future customer behavior
  • Pre-built connectors that integrate with several other sales systems

Key benefits of using NetSuite CRM 

While NetSuite is among the oldest CRM software, having withstood the test of time. Here are some of the benefits you can get from NetSuite.

  1. Centralise and organise all customer data

NetSuite CRM automates and updates all collected data automatically in one central database. This means that your sales team can easily access customer data, and purchase history. Other departments in your company can also run their affairs from the same suite. These include the supply chain, e-commerce, HR, manufacturing, and financing.

2. Easier integration with other services

With Netsuite CRM, you can easily integrate several other third-party applications. This includes e-commerce platforms like Amazon, social media, and point-of-sale systems. This helps to streamline your business operations and improve departmental communications. It also helps to scale your operations.

3. Excellent reporting capabilities

As huge amounts of data flow between departments, you must have updated reports. These help employees and managers get the information required to make informed decisions. Its role-based dashboards govern what the different cadres see and do in the system. This means you can set different privileges and permissions based on roles.

4. Built-in flexibility

The NetSuite CRM platform can be used in a broad range of industries. This is because you can customize it to accommodate your business processes. Whether you’re a startup or a multinational brand. These processes include invoicing, billing, order management, planning, budgeting, and monitoring production. 

5. Improved access to customer information for better support

Every customer profile has information stored. These include their search and order history, personal information, and support requests. This gives your business a chance to provide better support to your customers. Your employees can remotely access this information as long as they have credentials. 

To sum up

There’s no doubt that CRM software is crucial for the efficient running of businesses. The choice of software has mostly been a headache for many companies. NetSuite stands out as a tried and tested CRM software for B2B and B2C companies. If you find it hard to manage crucial customer information, NetSuite CRM may be what you need.

 

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