Connect Netsuite to Your Phone System in 5 Minutes

About Netsuite

Netsuite is a cloud computing company based in San Mateo, California. The company offers a wide range of software, from Cloud ERP, Cloud Financials and Ecommerce Solutions, compatible with most operating systems. The Netsuite CRM+ is also cloud-based and is geared toward SMB organizations. The CRM works with customers in many industries, like wholesale distribution, retail, manufacturing, and media/publishing. The program offers sales force automation, customer data management, marketing analytics, business partner relationship management, and ecommerce. There is also a mobile version of the application for iOS.

Analytics functionality is a big plus of this CRM software, as it enables teams to integrate the entire organization by combining back and front-office metrics to offer a complete, overall view of the company. Additionally, it’s possible to customize the platform according to the needs of the business.

Deployment via the cloud is in the software as a service (SaaS) platform, so the software is continually updated as new versions become available without the need for any maintenance. Additionally, all of the information is stored on a secure server in the NetSuite data center, which offers access from anywhere and the promise that the data remains secure even when computer problems hit locally.

Netsuite CRM+ covers most requirements for managing both the CRM and financial aspects of a business, so in that way, it is a dual-purpose tool. Managing all the company’s finances is possible from a single dashboard, but the Netsuite site notes that it does require some training. Once familiar with the platform, the simple dashboard allows for complicated actions and gives a comprehensive look at the accounting portion of the business. This part of the program also helps accountants to prepare financial statements and end-of-year accounting and tax statements.

Netsuite’s CRM allows team members to track leads, manage contacts, create and manage tasks and action lists, and monitor sales management end-to-end. As noted, this is not “sign up and start using” CRM software. To get the most out of the Netsuite platform, investing in user training is imperative, and fairly expensive. While the program offers major computing power, it might be overkill for a small company, as it is fairly complex and takes total buy-in from every user in order to be the all-compassing tool it was created to be, with new employees challenged until they receive proper training, making this a platform that might be better suited to enterprise-level companies.

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