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© Copyright NetSuite Inc., All Rights Reserved.
NetSuite CRM+Puts the "Customer" in CRM
© Copyright NetSuite Inc., All Rights Reserved.
NetSuite Company Overview
What We Do:• Provide integrated, web-based business
applications to growing and mid-sized businesses• Include solutions for Accounting/ERP, CRM, and
eCommerce• Over 5,400 customers – the largest base of integrated,
on-demand customers
Profile:• Founded in 1998 by Larry Ellison & Evan
Goldberg• 600+ employees• Publicly traded on NYSE: “N”• HQ in San Mateo, CA with 9 offices worldwide
Products:• Awesome products: every major award
© Copyright NetSuite Inc., All Rights Reserved.
The Top Benefits of NetSuite CRM+
© Copyright NetSuite Inc., All Rights Reserved.
Benefit #1:
Get a true 360° view of the customer
© Copyright NetSuite Inc., All Rights Reserved.
Traditional CRM Focused on Prospects not Customers
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Lead
Prospect
Qualify
MeetQuote
Order
Service Delivery
Repurchase
Suspect
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No orders, no transactions, no post-sale activities!
© Copyright NetSuite Inc., All Rights Reserved.
Problem with Today’s CRM: NO “C”
Nothing called “Customer”
in most so-called CRM applications
© Copyright NetSuite Inc., All Rights Reserved.
NetSuite CRM+: 360° View of CustomerComplete Customer Lifecycle Management
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Lead
Prospect
Qualify
MeetQuote
Order
Service Delivery
Repurchase
Suspect
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© Copyright NetSuite Inc., All Rights Reserved.
NetSuite CRM+ Provides the Missing Link
Order Management defines true CRM– Shows what each customer has bought – Full transaction visibility enables:
Forecast accuracy Real marketing ROI Upsell/cross-sell activities & campaigns Incentive compensation management automation
NetSuite CRM+ is the only on-demand CRM system with built-in order management
NetSuite CRM+ puts the “Customer” in “Customer Relationship Management”
© Copyright NetSuite Inc., All Rights Reserved.
Dashboards Provide Real-Time Visibility Across the Business
Customers!
Quotes & Orders!
Sales-specific KPIs
Industry’s Best Forecasting
Actual Sales
© Copyright NetSuite Inc., All Rights Reserved.
Benefit #2:
Sell better, forecast better
© Copyright NetSuite Inc., All Rights Reserved.
NetSuite CRM+ Provides Easy, Complete Sales Force Automation
Sales ManagementForecastingFunctional BreadthDashboardsOpportunity ManagementLead AssignmentQuota ManagementQuote GenerationQuote-To-Order Features
Discount ManagementCustomer & Partner PortalsOff Line ClientUser InterfaceLook and FeelPricing and ProductDocument ManagementSearch CapabilitiesDeployment Options
*Source: Leading Independent Analyst Firm
NetSuite Has Been Rated Highest in Core SFA Capabilities Versus Other Hosted CRM Systems*
© Copyright NetSuite Inc., All Rights Reserved.
The Industry’s Best Sales Forecasting
Easy to manage the sales forecast in real time– For the entire business, by sales team, by rep, by department,
by location, by class, by product, etc.
Provides answers to the common questions that sales organizations struggle with– Actuals vs. plan?– Forecast vs. plan?– Confidence level of forecast?– Key open deals we need to focus attention on?– Performance by team, line of business, rep?
More reliable, accurate forecasts– Includes true “actual” sales to date– Traditional CRM systems don’t have real transactions, and can’t
distinguish between pipeline and actuals
© Copyright NetSuite Inc., All Rights Reserved.
Great Ease of Use
“My mom could pick NetSuite up in about three or four minutes.” - CEO, Sunset Companies
© Copyright NetSuite Inc., All Rights Reserved.
Benefit #3:
Extend selling to online channels
© Copyright NetSuite Inc., All Rights Reserved.
Extend CRM to the Web and to PartnersThe Web Is Now a Critical Channel
CRM Customer Self Service Portal– Sales: View project status, outstanding quotes, order/contract
status, pertinent documents– Customer Service: Enter trouble tickets, see support/service
history, search knowledge base
CRM Website Tracking & Analytics– Online catalog for products & services, with dynamic pricing– Online marketing tools & tracking
• Lead capture, referral tracking, promotional URLs, search engine optimization
CRM Partner Management– Self-service website portals– Lead sharing, routing, & territory management– Joint sales process: update opportunities, forecasting visibility– “Front line” customer service
© Copyright NetSuite Inc., All Rights Reserved.
Benefit #4:
Improve marketing effectiveness
© Copyright NetSuite Inc., All Rights Reserved.
Natural Search
Online Ad
Track Leads, Customers, Revenue by: Program Type Campaign Keyword Industry Company Size Country Etc.
Paid Search
See the Results & ROI of All Marketing VehiclesBecause NetSuite sees all transactions
© Copyright NetSuite Inc., All Rights Reserved.
Example:
Results by Paid Search Keyword – Down to the Penny
© Copyright NetSuite Inc., All Rights Reserved.
Benefit #5:
Save money & hassles
© Copyright NetSuite Inc., All Rights Reserved.
On-Demand: Manage Your Business,Not Your Software
Manage It Yourself Style HARDWARE
License
Maintain
Patch
Replace
DESKTOP OS
License
Maintain
Patch
Replace
SERVER OS
License
Maintain
Patch
Replace
DATABASE
License
Maintain
Tune
Upgrade
APPLICATION
License
Back-up
Upgrade
Migrate
On-DemandHARDWARE DESKTOP OS SERVER OS DATABASE APPLICATION
Subscribe
© Copyright NetSuite Inc., All Rights Reserved.
Why On Demand Is In-Demand
Dramatically lower cost of doing business
Predictable cost – well-defined TCO
Ends IT hassles
Faster development cycles and innovation
Instant, anytime, anywhere access
© Copyright NetSuite Inc., All Rights Reserved.
Benefit #6:
Future Option: Can use NetSuite to manage
your back office too, for unprecedented integration
© Copyright NetSuite Inc., All Rights Reserved.
One, Integrated System to Manage Your Entire Business
© Copyright NetSuite Inc., All Rights Reserved.
“America’s Team”
Proven Customer Success
Revs > $2.0 BB
NYSE: PGIRevs > $500 MM
Revs > $1.6 BB
© Copyright NetSuite Inc., All Rights Reserved.
What Customers Say
“NetSuite is the 360 degree view of our business we needed. The others we looked at, including Salesforce.com and Siebel, didn't do that.”
– Managing Director, Qube Networks Ltd.
"Because of our move to NetSuite…our ability to forecast has improved at least 70 percent."
– VP Sales Operations, ViewSonic
"…NetSuite makes perfect sense. It lets you really understand your customers and their buying habits.”
– Marketing Manager, Oakland Athletics
“My mom could pick NetSuite up in about three or four minutes.”
– CEO, Sunset Companies
© Copyright NetSuite Inc., All Rights Reserved.
Live Demonstration
© Copyright NetSuite Inc., All Rights Reserved.
Summary Benefits of NetSuite CRM+
Get a true 360° view of the customerSell better, forecast betterExtend selling to online channelsImprove marketing effectivenessSave money and hasslesFuture option: Can use NetSuite to manage your back office too, for unprecedented integration
© Copyright NetSuite Inc., All Rights Reserved.
NetSuite CRM+Puts the “C” in CRM
Manage the entire sales process with one system
No true CRM without the customer– Orders define the
customer & purchase history
– Customer channel of choice today is the Web
The new standard for CRM solutions encompasses the customer, their orders and the Web– NetSuite CRM+ is the
ONLY solution available today to offer this
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Lead
Prospect
Qualify
MeetQuote
Order
Service Delivery
Repurchase
Suspect
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© Copyright NetSuite Inc., All Rights Reserved.
Questions?
© Copyright NetSuite Inc., All Rights Reserved.© Copyright NetSuite Inc., All Rights Reserved.
© Copyright NetSuite Inc., All Rights Reserved.
EXTRA SLIDES
© Copyright NetSuite Inc., All Rights Reserved.
• Advanced Forecasting
• Product Catalog
• Service Catalog
Customer Lifecycle Management
• Integrated Quotes/Proposals
• Document Management
• Document Publishing
• Integrated Order Mgmt
• Bookings Dashboard
• Incentive Management
• Customer Portal
• Project Tracking
• Time & Expense
• Upsell/Cross-sell
• Website Hosting
• Search Engine Optimization
• Website Analytics
• Online Catalog
• Lead Dashboard
• Intranet Sales & Marketing Tools
• Mass E-Mail
• Group Calendaring
• Resource Availability
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Lead
Prospect
Qualify
MeetQuote
Order
Service Delivery
Repurchase
Suspect
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Customers
Quotes & Orders
Sales-specific KPIs
ForecastingActual Sales
© Copyright NetSuite Inc., All Rights Reserved.
Forecasting Dashboard: At-a-glance
KPI’s Highlight Key Metrics
Sales Management Portlet With
Expand/Collapse
Pipeline & Forecast Funnel
At-a-glanceKPI Meter
© Copyright NetSuite Inc., All Rights Reserved.
Sales Management Portlet
© Copyright NetSuite Inc., All Rights Reserved.
Sales Management Portlet
© Copyright NetSuite Inc., All Rights Reserved.
Sales Management Portlet
© Copyright NetSuite Inc., All Rights Reserved.
Calculated Forecast
Stage StatusStage Status
Worst CaseWorst Case
Most LikelyMost Likely
UpsideUpside