Sales Force Automation

Supercharge Sales Performance with Integrated Sales Force Automation Software

NetSuite's sales force automation (SFA) software powers your sales organisation with the most integrated out-of-the-box SFA capabilities available. NetSuite's SFA drives your business performance with a totally seamless sales process from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and even sales commissions.

Unlike other solutions, NetSuite's SFA software gives your sales team unprecedented visibility into every aspect of the customer relationship, including support cases and even back-office information such as contracts and inventory. This gives sales reps the visibility they need to not just sell, but also upsell, drive renewals and properly set customer expectations. Managers and executives gain better overall visibility and control with real-time dashboards that allow them to monitor sales effectiveness and make mid-course corrections.

Benefits

  • Gain real-time and accurate visibility into pipeline and forecasts
  • Boost sales efficiency by effectively collaborating with team selling
  • Monitor sales team performance against quotas based on real-time invoices and cash sales collected by your accounting team
  • Increase the value of your customer relationships with a true 360-degree view of the customer, including all sales interactions, support cases, and financial transactions
  • Accelerate the customer lifecycle from lead to opportunity to order to cash
  • Let sales reps generate their own quotes and book orders, with real-time visibility into back-office data
  • Provide deep insights into activity and business performance through real-time dashboards.

Key Features

  • Opportunity Management

    • Make the most of every sales opportunity—and maximise ROI on your marketing dollars—by viewing all opportunities either as aggregate lists or as detailed individual records
    • Use competitor tracking functions to see which deals you've lost and which you've won, and use that business intelligence to educate your sales personnel
    • Give sales reps access to all the discounting and customer-specific pricing rules that typically live in other systems—without requiring them to exit the application
    • Improve responsiveness to all sales inquiries, driving return sales and boosting customer loyalty
    • Track multiple leads within the same company separately, getting insight into each contact, conversation and unique opportunity
    • Monitor the progress of each customer transaction—from initial contact to the close of the sale to post-sale support.
  • Customer Management

    • Gain a complete 360-degree view into customer and prospect records for better sales insight
    • Leverage deep knowledge of your customers to improve customer satisfaction and loyalty
    • Boost the value of your customer relationships by pro-actively selling to their specific needs
    • Provide broad-based expertise to your customers by enabling and managing team selling from your sales force.
  • Sales Forecasting

    • Make sales more predictable with real-time forecasting and a system of checks and balances that triangulates the sales forecast
    • Fine-tune forecast accuracy with forecast categories and the ability to enter a sales range for each open deal
    • Overcome inaccurate sales process probability logic, sales rep sandbagging, and other dynamic challenges that cloud sales forecasting with "mood ring" forecast overrides
    • Stay current with up-to-the-minute forecast and sales results on your dashboard with real-time key performance indicators (KPIs) and graphical report snapshots.
    • Effectivly manage sales teams with flexible, hierarchical sales management portlets
    • Get true forecast visibility—into more than just pipeline—with integrated order management that includes actual sales and projections of recurring revenue in forecasts.
  • Quote and Order Management

    • Quickly generate quotes and easily convert quotes into sales orders with one click
    • Automate the entire selling process, from quote to order to post-sale follow-up and support
    • Track and work closely with customers who are responding to a specific marketing campaign, allowing you to close more deals faster
    • Mine centralised customer purchase histories for customer profitability analysis, strategic marketing and upsell/cross-sell.
  • Incentive Compensation

    • Improve sales operations productivity with simplified compensation plan management
    • Reduce sales "shadow accounting" and improve retention by reducing commission errors
    • Motivate your sales force by easily creating new sales incentives
    • Get better bang for the buck from the commission budget by analysing commission spend
    • Provide visibility for sales teams to see summary and detail commission reports and forecast their earnings, integrated into their sales dashboard and SFA activities.
  • Document Management Software

    • Manage and publish key documents online in NetSuite CRM+ to eliminate the need to store them in multiple systems across multiple departments
    • Restrict access to documents as needed to provide better internal controls of key corporate data
    • Improve productivity by providing access to documents 24/7 from any location.

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