Spend less time compiling background information on a client and spend more time managing clients. Act quickly to the needs of your customers and set your sales staff up for success with NetSuite’s CRM+ from Kodella.
NetSuite delivers fast and reliable client information, which means that reps can confidently communicate and close more deals. Plus, it’s all-in-one interface allows them to answer any technical questions quickly—whether its confirming shipping, verifying scheduled service, or availability.
Find out how Kodella's NetSuite CRM+ can help your business!
Create and track quotas for sales reps by item, class, location, or department. Keep track of performance with sales forecasting that can give you an accurate view of the health of your business.
Provide Unmatched Customer Service
Free up time that reps are searching for answers for clients with a centralized database that centralizes answer and builds stronger client relationships.
Unify Marketing Strategies
Using NetSuite CRM+, Kodella can integrate your entire marketing process across multiple channels – allowing you to align campaigns with your sales efforts.
NetSuite CRM+ Highlights
Unmatched Customer Service
NetSuite CRM+ enables you to serve customers quickly and efficiently with 360° customer reporting. An updated knowledge base points your support team to the answers they need.
Centralize data for delivery and schedule appointments.
Centralized information so that representatives will always be up to speed.
Maintain all contact history from opportunity to customer and beyond.
Centralize Information
Give your sales team all-in-one tools to capture detailed interactions so that no data is lost between representatives.
Unify the data gathered throughout the sales cycle process on a particular client.
Manage key contacts and opportunities across a status.
Magnify potential revenue streams.
Upsell, Quote and Order Management
Easily convert quotes into approved sales orders using NetSuite CRM+ and update the following from an all-in-one system.
Upsell orders easily with note-taking to keep track of room for improvement opportunities.
Navigate quotes effortlessly within the integrated platform that combines notes from multiple sales representatives.
Easily answer questions about the status of a client’s order with order management.
Customer Lifecycle
Allows the sales team to manage key contacts, opportunities across status, potential revenue sources, notes, and related documents.
Sales managers have access to a complete view of all leads and opportunities in the pipeline.
Powers the sales team to convert more opportunities into quotes with one click.
Centralized information within one database that answers a customer’s question with ease.