When CRM and ERP are separate, sales cannot see invoices, service cannot see orders, and finance argues with sales about the numbers. NetSuite CRM runs on the same records as NetSuite ERP, so the customer view is complete without an integration in between.
We implement NetSuite CRM for sales, service and marketing teams, configured to how you sell and connected to the order and billing processes it feeds.
Sales, service and marketing on the ERP's own records.
Opportunity, order, invoice and payment on one customer.
Configured before customised.
Where Salesforce is the right CRM, we integrate it instead.
NetSuite CRM is most valuable where sales and service depend on order, stock and billing data. These are the areas we configure.
Lead capture, qualification, assignment rules, opportunity stages and pipeline views by team and region.
Stages match how you actually sell, not a template.
A pipeline people keep up to date.
Estimates with pricing rules and approvals, converted to sales orders without re-keying.
Discount approvals enforced in the system.
Quotes that become orders cleanly.
Sales forecasts by rep, team and period, with forecast categories and manager overrides.
Forecast and actual on the same platform.
A forecast finance can reconcile.
Case management, routing, escalation, knowledge base and customer self-service.
Service sees orders, shipments and invoices.
Cases resolved without switching systems.
Campaigns, email marketing, lead source tracking and campaign ROI.
Revenue tied back to the campaign that produced it.
Marketing spend measured on revenue.
Partner relationship management and commission plans calculated from actual invoices.
Commissions on cash, not on promises.
Fewer commission disputes.
How a NetSuite CRM rollout runs
Typical NetSuite CRM scope and the ERP data each area uses.
| Area | Scope | ERP data used | Model |
|---|---|---|---|
| Sales | Leads, opportunities, quotes, forecasts | Items, prices, stock | Project |
| Service | Cases, routing, knowledge | Orders, shipments, invoices | Project |
| Marketing | Campaigns, email, tracking | Revenue by customer | Project |
| Partners | PRM, commissions | Invoices, payments | Project |
| Support | Admin, changes, reports | All | Managed |
Separate CRM and ERP systems mean an integration to build, monitor and argue about. For many growing businesses NetSuite CRM removes that integration entirely.
Where a business needs the depth of Salesforce, we say so and integrate the two instead. Our Salesforce team is in the same firm.
Plan a NetSuite CRM rolloutScope follows the process mapping.
NetSuite CRM suits businesses that want sales, service and billing on one platform with less integration. Salesforce suits larger sales and service operations that need its depth. We implement both.
Yes. Customers, contacts, open opportunities and cases are migrated, deduplicated and reconciled.
Yes. CRM runs on the same item, price and inventory records as the ERP, controlled by role.
Yes. Case management, routing, escalation and a knowledge base are included.
Yes, as part of NetSuite managed support.
Tell us how sales, service and billing work today. We will show what NetSuite CRM changes.