NetSuite CRM Contract Management
NetSuite Contract Management is a native module that comes as a part of NetSuite CRM, designed to eliminate the manual effort involved in creating, issuing, and managing contracts.
This cloud-based solution automates the entire contract lifecycle, streamlining processes such as approvals, renewals, and returns. It improves document management and ensures greater accuracy, speed, and compliance.
With intuitive, real-time dashboards, you can track renewable and expiring assets, helping to maximise revenue and reduce missed opportunities. The system also enables you to identify potential for cross-selling and upselling, while delivering a consistent and professional experience to all stakeholders, including customers.
Benefits
- Automate renewals through an agile and powerful process that lets you track renewable assets and maximise renewal revenue.
- Reduce costs through better billing efficiencies, and drive revenue and customer retention.
- Gain real-time reporting and visibility into your renewal pipeline, as well as the status of renewal revenue, upsells and returns.
Features & Capabilities of the Contract Management Module
- Renewal automation for a flexible automated renewal process
- Multi-contract management in one platform
- Revenue recognition
- Uplift and discount management with the ability to arrange discounts on a per-customer basis
- Cross-sell and up-sell management capabilities for easily identifying cross-sell and up-sell opportunities to improve overall profitability and likelihood of reaching sales targets
- Reporting and real-time visibility that is essential to optimising recurring revenue streams
- Sales and service quote
- Pricing management
- Recurring invoices management
- Order to bill
- Customer self-service
Why subscribe to NetSuite via FinanSys?
By purchasing NetSuite or opting for enhanced support from FinanSys, you will receive one full UniFi user subscription licence for each supported user — valid for as long as you remain on support.
With the UniFi subscription, you will receive a variety of features and apps, including No-code Application Builder, Middleware & Integration Engine, HR, Enterprise Asset Management, Accounting Automation and Business Intelligence (plus many more).
This is a great benefit for NetSuite users, who typically purchase full user licences and implement various third-party software to meet these needs.
This offer from FinanSys provides a cost-effective solution for organisations looking to enhance NetSuite, automate their processes, and strengthen their reporting capabilities.
UniFi is an all-in-one solution that facilitates a limitless number of use cases. It is designed to reduce your tech stack, integrate all your systems for a single source of truth, reduce costs, eliminate data rekeying and automate any process.
You cannot get this 1:1 licence bundle by going to NetSuite directly, so please contact us to find out more.
A Few Examples of How UniFi Enhances NetSuite
- Reporting: UniFi comes with comprehensive business intelligence and reporting capabilities, which is a cheaper and simpler alternative to NetSuite analytics.
- Cost savings through user counts: For example, not everyone will need a NetSuite licence to approve or create a requisition. UniFi can provide a cheaper alternative for this.
- Simplified integrations: UniFi provides flexible and customisable data connectors that simplify integrations between business systems. UniFi Middleware can move huge volumes of transactions to NetSuite in a short space of time.
- Reduces manual data entry: Are you still entering data manually into Netsuite? UniFi can connect to NetSuite and automatically extract data, reducing the rekeying of information.
- OCR & AI for purchase invoice and expense apps: This allows you to automate invoice processing and expense management efficiently at no additional cost.
Find out why UniFi was created here.
Ready to get started with the world’s most advanced Financial and Business Management System?
WHY CHOOSE FINANSYS AS YOUR NETSUITE SOLUTION PROVIDER
FinanSys is a full-service NetSuite Solution Provider Partner with a track record of success. We have been implementing ERP and financial management solutions for over two decades in a range of industries. For us, every project is more than just a deliverable — it’s a partnership. We take genuine pride in the solutions we deliver and are only satisfied when your implementation meets the highest standards. Whether your project is large or small, our team applies meticulous attention to detail, taking the time to understand your unique requirements and business goals to ensure a tailored, effective outcome.
