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Why Your Business Should Migrate From Your Current CRM To NetSuite

by Campbell McLeish on

Choosing the correct CRM provider for your business could be the difference between developing successful customer relationships and losing potential sales early on. It’s crucial your business takes time to distinguish what’s needed to support your objectives, understand the pros and cons of each system, and explore the possible integrations available.

However, with an abundance of CRM’s to familiarise yourself with, opting for the right CRM isn’t always easy.

Whether your business is looking to implement a CRM for the first time, or looking to migrate over to a system more in line with business objectives, making a final decision can be overwhelming. So, to help make your choice easier, we’ve explained why your business should migrate from your current CRM to NetSuite.

Have you outgrown your current CRM?

Most companies will often grow in an organic, ad hoc way. They’ll piece together software solutions one by one, as and when they need them to meet their immediate business needs.

Let’s say your business needs to manage accounting in-house. You’ll find a financial management system like QuickBooks or Xero.

As the business grows, they then find that they need a system to help manage stock and order processing. Where it may have been possible to manage on an Excel spreadsheet previously, this method just won’t work as the business gets busier.

The impact on the business can be damaging when important information is stored across multiple pieces of software. It’s at this point that many businesses start to look for a complete business software package.

Choosing the right CRM solution must be compatible with your business and flexible enough to support your business as it grows. ERP solutions like NetSuite are a first choice for many growing businesses.

Why migrate to NetSuite?

Along with their comprehensive ERP solution, NetSuite has proved to be a popular option for those looking to implement a new CRM to help with business growth.

NetSuite CRM+ is powerful cloud solution that delivers a real-time, 360-degree view of your customers. It provides a seamless flow of information across the entire customer lifecycle. From leads, all the way through opportunity, to sales orders, fulfilment, renewals, up-sells, cross-sells and support.

CRM features: What does NetSuite offer?

NetSuite’s CRM is divided into five modules, each with its own features as shown in the table below:

NetSuite’s CRM Modules

Features
Customer Service Management
  • Customer portal
  • Time tracking
  • Case management
  • Knowledge management
Mobile
  • NetSuite for iPhone
  • NetSuite for Android
  • SuitePhone browser access
Marketing Automation 
  • Campaign & email management
  • Lead reporting and analytics
  • Landing page and forms
  • Website search engine optimisation
Partnership Relationship Management 
  • Joint selling
  • Joint demand generation
  • Lead management
  • Knowledge management and sharing
Sales Force Automation
  • Opportunity management
  • Sales forecasting
  • Incentive compensation management
  • Quote and order management

 

 

Why work with a partner to migrate your current CRM to NetSuite?

Consultative business guidance and one-to-one support are just a few great reasons. Working with a NetSuite partner can introduce a solution to your business that really adds value and gives you a competitive edge.

The conclusion

NetSuite shines with its complete package of ERP, CRM, and E-commerce solutions, making NetSuite the go-to CRM for businesses looking to consolidate their data into one, intuitive cloud-based solution.

For more information on CRM’s, or to get our expert opinion on what CRM your business could benefit from the most, contact our team at Nolan Business Solutions today, we’d love to hear from you.