NetSuite CRM Marketing Automation
Streamline and Automate Your Entire Marketing Effort.
NetSuite CRM makes it easy to manage time-consuming tasks and drive more effective engagement.
The Marketing Automation module is part of the broader NetSuite CRM suite. It enables you to plan, launch, and optimise marketing campaigns that generate highly qualified leads. With detailed insights into lead behaviour, you can prioritise prospects based on their readiness to engage.
This cloud-based solution automates your entire marketing process, helping you align campaign efforts with your sales team more effectively. It removes the complexity from lead qualification and provides clarity across each stage of the conversion journey.
NetSuite includes built-in tools for targeting, building, executing, and measuring campaign success. You can track prospect activity, identify when a lead meets specific buyer-readiness criteria, and pass that lead to sales at the right moment—based on rules you define.

Benefits
- Streamline, organise and run your marketing campaigns across many channels, including websites, emails, social media, and events.
- Create a way for marketing and sales staff to collaborate to meet certain objectives, such as converting leads into clients as soon as possible.
- Reduce sales cycle length by providing prospects with highly relevant material at the right time, prompting them through the purchase process.
- Take your campaign to the next level with powerful analytics that gives you real-time insights into campaign performance and return on investment.
Features of NetSuite CRM Marketing Automation

- Create, manage, and track highly targeted marketing campaigns. Manage end-to-end mass email campaigns, including database management, target list development, email personalisation, and SPAM-compliant auto-unsubscribe capabilities.
- Get comprehensive knowledge of your marketing campaigns -by program type, lead source, and promotions-in real-time. Track lead-to-revenue performance to evaluate the return on investment of lead generation campaigns.
- Make use of a simple, drag-and-drop interface to develop landing pages and build forms for capturing quality leads. Create reusable templates to give your site a consistent appearance and feel. For quick sales follow up, form submission immediately generates leads in the CRM system.
- Search engine optimisation (SEO) for websites: Create search-engine-friendly sites that connect with your consumers in the early stages of the purchase process and get top ranks in search engines for dynamically generated web pages.
- Provide a smooth and seamless customer experience across your marketing channels. No matter how customers interact with you, through a web browser or a mobile app, you can track their behaviour and measure the success of each interaction.

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.
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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.