How NetSuite CRM Improves Sales Force Automation

Sales Force Automation (SFA) simply means automating redundant tasks in sales functions so that sales teams can concentrate more on generating leads, building relationships and closing deals. As you know Sales are so critical to any business in this fast-paced environment, with expanding competition. An example of this being the NetSuite Customer Relationship Management (CRM), providing an array of sales force automation features to increase productivity, encourage precision and enhance both top- and bottom-line performance.

NetSuite CRM to Optimise Sales Force Automation and Result in Best Outcomes for a Business

1. Lead and Opportunity Management Automation

Businesses can then automate lead management with NetSuite CRM, from lead generation to conversion. These leads are canned automatically from email marketing, web forms, and other lead sources into the system. These leads can be captured, scored and prioritized to ensure that they are assigned to the right sales representatives (based on rules set in advance – for example by the territory or industry). This allows sales teams to prioritize opportunities that lead to higher value and avoid wasting time on prospects who are not qualified.

Further, opportunity management allows to access the sales pipeline easily in NetSuite CRM, tracking entries from initial contact through to close. Enable sales reps to immediately see the status of all opportunities, predict and forecast future sales and react at precisely the right time level for each lead — increases conversions.

2. Streamlining Sales Activities

Quite simply, NetSuite CRM can take the role of a team of workers whose full-time job is to eliminate the headaches that come from needing salespeople to spend hours upon hours every day on basic tasks. Using Cortical.io, ITShop branches have automated routine CRM tasks (appointment scheduling, follow-up emails, record updates…) and freed sales representatives up to concentrate on more important work like relationship nurturing and deal closing.

For instance, if a sales representative sends an email to a potential customer the system automatically tracks that activity, sets up a reminder for follow-up and even suggests best next action based on the interaction.

3. An Improved Forecasting and Reporting

Proper forecasting is also important for them to plan and execute sales strategies properly. NetSuite CRM is highly predictive and offers real-time sales performance insights through robust forecasting. It consolidates sales data across your touchpoints such as customer interactions, order history and deal stages to create your most precise sales forecasts.

With the integrated CRM system, you can also generate sales reports and insights on sales activities, team performance, and customer trends. Reports can be tailor-made so that sales managers are able to view their most important KPIs and plan your strategies in a way that adapts. Improved data insights allow companies to recognise trends, anticipate market changes and make fact-based decisions, in support of revenue growth.

Source: vnmtsolutions.com

4. Deliver usability to increase On-the-Go Sales

NetSuite CRM is accessible via mobile, giving sales reps instant access to vital information on the go and whenever they need it. Sales reps can update opportunities, view lead status, and access prospect information in real-time — all from a mobile device while sitting in meetings with clients or on the road. This further enables sales teams to move quickly and reduce cycle time resulting in better customer delight.

5. Much Superior Integration with Your Other Business Processes

Dynamic CRM can be simply synced with different NetSuite modules like Enterprise Resource Planning (ERP), eCommerce, and Customer service. This integration results in a 360-degree view of the customer, affecting how sales teams access the totality of customer data. Sales reps can also see customer purchase history, preferences, and support tickets so they can approach the sale strategically. This complete understanding is establishing customer relationships and high retention rates.

Conclusion

Sales Force Automation (SFA) — NetSuite CRM—this module provides a robust set of Sales Force Automation tools that allows sales people to quickly and easily manage leads, cross-sell opportunities and other sales related information, this results in increased team productivity since manual tasks are automated. Automating routine tasks and ensuring sales data is streamed in real time across the organization helps businesses improve productivity, win sales performance, and credit revenue. Sales force automation is a critical task for companies seeking to gain an edge in the rapidly-changing marketplace, and NetSuite CRM provides these growing companies with tools that enable them to quickly scale sales teams up while continuing to add value.

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