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NetSuite Isn’t JUST an ERP: Here’s the Deep Dive on Their CRM


There may be a little confusion out there on something important when it comes to NetSuite and that’s on whether or not NetSuite is an ERP or a CRM.


So let’s set the record straight!


While Netsuite’s Enterprise Resource Planning (ERP) provides the capability of helping businesses elevate their processes by streamlining their day-to-day behind the scenes tasks as well as keeping track of financial performance so that they can always have a confident hold on where they stand and where they can go…they’re more than just an ERP.


Netsuite is ALSO a Customer Relationship Management (CRM) solution that is award winning and a favorite amongst businesses. NetSuite’s ever evolving CRM provides businesses the opportunity to be able to manage both their current, past and potential customers journey as well as the experience that their partners and supplies have all in one hub.


Adopting the loved capabilities of a standard CRM, such “as sales force automation (SFA), customer service management, marketing automation, and the ability to manage quotes, commissions, sales forecasts and partner relationships” NetSuite’s CRM also provides the added benefit and business win of having an efficient flow of information between all programs as well as the customer experience in its entire lifecycle. Starting from the first lead and following all the way through to opportunity, order, fulfillment, renewal, upsell, cross-sell, support and beyond, the NetSuite CRM system is unlike any other.


Read on to find out more on how this CRM/ERP has changed the game!


Consistent Experiences


When your customer enters as a lead through your metaphorical business doors (or real!), they get their first experience. As they grow and place an order, request more, ask for a refund, ask for clarification or any of the numerous things a customer may encounter while doing business with you, they’ll continue to have unique experiences within your business. And one main complaint many customers during their journey with a business may have is an inconsistent experience. “Well I spoke to this person and they told me xyz while someone else told me something different” or “well…I always order xyz so I’m not sure why it was different this time”!


These choppy experiences could leave a sour taste in your customers mouth and NetSuite’s CRM is designed to get rid of that. With a main hub providing a full overview of what your customer preferences may be, transactions they’ve had and so much more, your team will be able to have a better understanding of their needs in order to give them a consistent experience at all times.


Streamlined Sales


Your sales team is always adapting to new information but with an outdated system (or worse an excel sheet), coordinating between team members may not only be a nightmare during the day to day but also at the end of the year come tax time OR when a customer calls in to get information on something.


But with NetSuite’s CRM, you’ll get access to real-time records on prospective customers as well as current customer transactions that your team will be able to use to execute their job at the full effect. Additionally, this up to day record keeping will also give them a more informed opportunity to upsell, sales forecast, and so much more.


Customer Wins Are Your Wins!


A consistent customer experience as well as real-time data for your time only scratches the surface of what a NetSuite CRM solution could do for your company but the main takeaway should always be this: NetSuite’s CRM solution helps you keep your customers happy. And remember that customer wins are your wins!


Having a consistent and streamlined business that allows you to show up better for your customer will always help you show up better in your business.




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