NetSuite CRM Salesforce Automation

SalesForce Automation is focused on helping the Sales team to execute and manage the presales process better and in an organised manner. Sales team is responsible for regularly capturing key customer interactions, any leads or opportunities they are working on etc, in a CRM system. The system helps by processing this data, monitoring against the targets and proactively alerting the sales person with recommended further actions based on company's sales policy.

A highly productive sales force has an enormous impact on your company's top—and bottom lines. Yet today's salesperson faces more challenges than ever before—fierce competition, dynamic deals and demanding customers. That's why better sales force automation (SFA) is critical to your success.

Key Features of CRM SalesForce Automation:

Team Selling - Many sales organisations work in sales teams where each individual performs a specific role (sales rep, pre-sales, 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. More>>

Sales Territory and Lead Management - Effective sales territory tracking and assignment, as well as lead routing, are the hallmarks of an efficient sales organisation. But at many companies, sales managers rely on spreadsheets, or outdated homegrown software, to track and assign leads. As a result, they waste countless hours doing data entry work when they could be focusing their efforts on increasing sales. They also have a higher error rate for managing this critical—and many times contentious process. More>>

Opportunity Management - A successful company understands how to manage—and make the most of—its sales opportunities while they're still in the pipeline. But in order to do that, sales people need a detailed record for each opportunity. More>>

Forecasting - For companies with basic forecasting needs, probability based forecasting offers weighted measurement of pending opportunities, quotes and orders. And for companies needing more sophisticated forecasting tools, Advanced Forecasting adds the means to triangulate and better predict sales forecasts using forecast categories and deal ranges. More>>

Quote Generation - In today's competitive landscape, sales and marketing teams need new ways to save time. Only then can they focus less on administrative work, and more on the critical task of marketing and selling to customers. More>>

Order Management - When it's done right, order management can streamline your entire fulfillment process. It minimises paperwork for your sales force, enabling them to focus their efforts on selling. It also ensures that customers get deliveries on time, boosting customer satisfaction and long-term loyalty. More>>

Incentive Management - At most companies, commissions are calculated using spreadsheets, or homegrown software. As a result, sales people spend much of their time "shadowing" their compensation—double-checking the company's figures to ensure they're getting their due. But by automating commission management, you enable your sales force to focus on what really matters: closing the sale. Sales force automation not only reduces needless paperwork, but it also gives you a simple, accurate way to maintain and track commissions for your entire sales force. Commissions are visible to reps and their managers as KPIs on their Dashboard so they know exactly where they stand for actual and projected commissions. More>>

Offline Sales Client - You never know where a sales call will take you. But what if you can’t find an Internet connection while traveling? Regardless of whether or not they have readily available online access, your sales representatives need to stay productive while on the road. More>>

Multiple Quotas, Multiple Forecasts - Many businesses manage sales with multiple definitions of a sale—by orders, bookings, billings, and more. NetSuite is the first hosted application to provide alternate sales amount functionality (ASA) that allows for the tracking of multiple quotas and multiple forecasts, as well as the associated commission plans. Such powerful capabilities are the first for an on-demand solution and enable quotas, forecasts and commission plans to be driven using additional metrics that map to the way sales forces are actually managed. More>>