CRM for Services Companies

The Best CRM for Services Companies. CRM can make or break a services company, and a top analyst firm recently ranked NetSuite CRM services #1 in Sales Management, Forecasting, Opportunity Management and Dashboards. Why? Unlike standalone CRM applications, NetSuite CRM services is seamlessly integrated with financials and your back-office systems, giving you a 360 degree view of the client.

360 Degree View of the Client
One integrated system (ERP+CRM+Ecommerce) delivers a single, real-time view of the client across all departments and all locations.

True Marketing ROI
With closed-loop marketing, you can see revenues, costs and ROI for all campaigns in real-time.

Complete Lead to Contract
NetSuite manages the complete lead to order process in-system.

Services Item Catalogue
NetSuite' Service Item Catalogue lets you organise your portfolio of service offerings, facilitating the sales process. First time prospects to preferred clients — you can provide standard pricing to target segments and personalised pricing for recurring and contracted services. The Service Item Catalogue also manages discounting rules for accounts contracting volume or multiple services.

Complete Contract to Cash
NetSuite automates the complete order to cash lifecycle with integrated order management serving as the critical pipeline between client facing CRM, PSA and back office ERP and financials. Integrated order management integrated with Advanced Billing allows you to accurately account for projects. It also provides histories for inquiries, support and upsell and cross-sell of products and services.

Multiple Forecasts
You have visibility into multiple forecasts, such as calculated, upside case, base case, downside case, and override, enabling you to easily, accurately triangulate forecasts.

Integrated Commissions
NetSuite is the only Web-based CRM system to offer commissions tracking, which is critical for motivating sales teams through real-time visibility, reduced errors, and accurate, timely payment. Managed in-system, integrated commissions reduce overhead in sales organisations, and eliminates shadow tracking by sales representatives.

Self-Service Client Centres
Client portals provide password protected self-service access to project history, outstanding invoices, and support which provide greater service at lower cost.

Upsell/Cross-sell
Automated upsell and cross-sell functionality improve the lifetime value of clients through add-on services sales.