Productivity Tools
The Real-time Dashboards
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Timely information has different applications for different users. The financial information that a CEO needs to have on hand to make business decisions isn't necessarily the same information needed by a sales representative to close a deal quickly.
That's why it's essential to help users cut across layers of data to get to the specific information they need to make better decisions. And with NetSuite's CRM+ Solution, users get not only pre-packaged, role-based views of crucial corporate data, but also a host of other features that streamline workflow. Using the Real-time Dashboard, users can work within a single, unified workspace—without having to toggle between different applications, or hunt through paper-based records. Moreover, they can readily access and edit customer-related information.
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- Give users a specific, role-based view along with the exact business data they need to do their jobs more effectively.
- Personalization decreases end-user resistance to using new technology, increases company-wide acceptance and boosts ROI.
- Dashboards save clicks, and therefore, streamline workflow, enabling you to reap major productivity gains.
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- Leverage 15 unique, pre-packaged roles, giving each employee access to just the right information and tools.
- Request and view dashboard alerts from your wireless email device, including RIM's Blackberry, Palm's Treo or Compaq's IPAQ.
- eXtreme list editing means that changes to lists of leads are instantly reflected in the customer record, saving valuable time that would otherwise be spent in data re-entry.
- Create new opportunities, tasks, leads directly from your lists on your dashboard, without having to take time to load another form.
- Sort lists any way you want, according to the largest customers, or most recent deals, for example using a simple drop-down or by clicking the column labels.
- Drag-and-drop capabilities enable personalization; you can create custom color themes, or display your corporate logo right on the Dashboard to really make it your own.
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