Partner Relationship Management
Order Management & Sales Tracking
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Services companies, along with their co-marketing and reselling partners, are turning in greater numbers to CRM solutions that improve their interactions with prospects and clients. But one fundamental challenge remains: most CRM systems fail to integrate client-facing functions with what's at the core of every client relationship—order-management processes.
Why is this key? If your front and back offices operate in isolation, a salesperson can't access a record of a support issue, nor can a service representative access an order. Similarly, your partners are shut out of key processes as sales, marketing support weave in and out of multiple channels. As a result, your company may not be delivering comprehensive, top-notch client service, leaving you vulnerable to competitors. Importantly, without client purchase histories, you're missing out on the opportunity for ongoing upsell and cross-selling to existing clients. To succeed in today's competitive landscape, however, you need integrated data and processes.
NetSuite's services companies industry solution delivers the market's first and only solution that ties CRM to order management in a single application. NetSuite's solution offers everything you and your partners need in a single, powerful solution, including: quote generation, order entry and status, volume and negotiated pricing, and referral revenue share tracking.
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- Integrated client-facing and order-management functions mean that internal employees and external partners never have to leave the NetSuite application to complete key business processes.
- Give partners the ability to place and track orders themselves, dramatically reducing your overhead expenses.
- Deliver special promotional pricing to customers with the peace of mind that your partners are working with only updated offers, and that customers never receive inaccurate pricing information.
- Generate reports on partner-generated order activity automatically, eliminating the need to gather data manually.
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- Enable partners to place and track an order on the behalf of customers—but without having to contact your internal sales staff.
- Give partners access to up-to-the-second volume and negotiated pricing, ensuring they promise customers only current prices or promotions.
- Get full visibility into all your partners' leads, orders and sales activities; use that data to create customized reports according to the criteria you set.
- Use referral revenue share tracking to give your co-marketing partners credit for leads that turn into sales, and your resellers credit for closed deals.
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