OPTIMIZE YOUR BUSINESS WITH NETSUITE CRM. August 29, 2017

Transcription

1 OPTIMIZE YOUR BUSINESS WITH NETSUITE CRM August 29, 2017

2 With you today Eric Myers Director Eric has 15+ years industry experience and currently works with many RSM/NetSuite clients in Distribution, Manufacturing, Technology and Retail. Phone: (704)

3 Agenda Marketing Campaigns Sales Force Automation Customer Service/Support Partner Relationship Management 3

4 Learning Objectives Understand how to create targeted marketing campaigns and analyzing ROI on these campaigns Improve your lead and prospect management with NetSuite salesforce automation tools Increase customer satisfaction through NetSuite support case management tools, including customer self-service portal Provide your sales and/or support teams with a 360 degree view of the customer How to start your NetSuite CRM project

5 NetSuite Functionality Overview Human Capital Management ERP Financials BFN SINGLE DATA SOURCE CRM PSA SCM Ecommerce

6 NetSuite Functionality Overview Contact and Activity Management Marketing Campaign Automation Sales Force Automation Contacts and Sub-Customers Multi-Event Campaigns Lead Routing Rules Tasks, Events, Phone Calls, s Targeted Groups Sales Stages Bulk Merge Customer Opt in/out Automated Lead/Prospect/Customer WF , Fax, Letter, and PDF Templates Online Landing Page Lead Forms Opportunity Management MS Outlook Integration Campaign ROI Reporting Pipeline Management Activity Reporting Sales Forecasting Sales Quotes SFA Reporting Customer Support Partner Relationship Management Commission Management* Case and Issue Management Customer/Transaction Partner Employee Commission Schedules and Assignment Plans Case Routing Rules Partner Portal Partner Commission Schedules and Plans Automated Case Tracking Advanced Partner Center* Commission Dashboard KPIs Self-Service Customer Case Mgmt Partner Sales Reports Opportunity Management Knowledge Base and Resolutions Automated Commission Payments Case Escalation Rules Commission Reporting Detailed Case Metrics Case Reporting * Advanced Module Required

7 DEMO Drive the Complete Customer Lifecycle

8 NetSuite CRM Demonstration 8

9 Summary of NetSuite CRM Benefits Improve marketing efforts with targeted campaigns leveraging real-time customer and sales data Increase effectiveness of sales professionals, leading to increased revenue Consume less time in sales review meetings by using NetSuite SFA and pipeline management tools Provide a superior customer service experience by providing CSRs with a 360 view of each customer 24/7 customer self-service available using the FREE NetSuite customer portal

10 Starting Your NetSuite CRM Implementation Determine key decision makers Inclusion of all stakeholders Clear Definition of Strategy & Goals Determine Key Metrics Training Plan 10

11 RSM s NetSuite optimization services SuiteCommerce Advanced Revenue Management (ARM) Multi-Book SuitePeople SuiteSuccess Reports & Saved Searches Workflow Development Code Upgrades & Optimization System Documentation Roles & Permissions SuiteScript Development Integration Training Support 11

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13 With you today Eric Myers Director Eric has 15+ years industry experience and currently works with many RSM/NetSuite clients in Distribution, Manufacturing, Technology and Retail. Phone: (704)

14 RSM US LLP 1 S Wacker Dr. Suite 800 Chicago, IL This document contains general information, may be based on authorities that are subject to change, and is not a substitute for professional advice or services. This document does not constitute audit, tax, consulting, business, financial, investment, legal or other professional advice, and you should consult a qualified professional advisor before taking any action based on the information herein. RSM US LLP, its affiliates and related entities are not responsible for any loss resulting from or relating to reliance on this document by any person. Internal Revenue Service rules require us to inform you that this communication may be deemed a solicitation to provide tax services. This communication is being sent to individuals who have subscribed to receive it or who we believe would have an interest in the topics discussed. RSM US LLP is a limited liability partnership and the U.S. member firm of RSM International, a global network of independent audit, tax and consulting firms. The member firms of RSM International collaborate to provide services to global clients, but are separate and distinct legal entities that cannot obligate each other. Each member firm is responsible only for its own acts and omissions, and not those of any other party. Visit rsmus.com/aboutus for more information regarding RSM US LLP and RSM International. RSM and the RSM logo are registered trademarks of RSM International Association. The power of being understood is a registered trademark of RSM US LLP.