NetSuite CRM Partner Relationship Management

NetSuite CRM Partner Relationship Management

Gives you the tools to drive real-time collaborative channel management.

NetSuite’s Partner Relationship Management (PRM) gives you the tools to drive real-time collaborative channel management, with full control over every element of the partner-focused sales and marketing process, including lead management, sales forecasting, order processing, joint marketing campaigns, pipeline management, and partner commissions and royalties. 

As a fully integrated PRM system, the tool empowers partner management teams to quickly establish a flow of data that enables profitable relationships between your organization and partners. You’ll equip them with the tools and real-time information needed to achieve mutual objectives. 

You will benefit from real-time visibility across the entire partner marketing and sales process—from opportunity, to order, to commission—helping your company to cultivate an educated, enabled and productive channel that dramatically expands revenue and market opportunities. 

 

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NetSuite Partner Relationship Management delivers integrated functionality in the following areas: 

  • Lead management: NetSuite’s PRM enables vendors and partners to track partner leads and referrals within a single application, with built-in analytics to evaluate lead generation volume, conversion rates and ROI by lead source. 

 

  • Campaigns and promotional discounts: NetSuite’s PRM supplies a collaborative environment to set up promotions and discounts, as well as analyse key marketing data, including leads, closed sales and ROI from joint marketing. 

 

  • Commissions management: Vendors can calculate partner commissions based on the same parameters as employees, such as commission on sales, quantity, inventory, profitability, inventory total profit, and more.
  • Sales tracking and order management: Partners get the ability to place and track orders themselves and access up-to-the-minute volume and negotiated pricing, helping ensure pricing accuracy while minimising manual work by the vendor’s sales and support teams. 

 

  • Forecasting: Users have accurate up-to-the-minute partner sales forecasts that include the projected amount of sale, probability of close and weighted amount of each transaction providing visibility into potential revenue at each phase of the sales cycle. 

 

  • Sales and marketing library: Vendors can empower partners with on-demand access to a full library of sales and marketing resources, such as marketing collateral, competitive selling guides, presentations, product fact sheets and other sales tools. 
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By purchasing NetSuite or opting for enhanced support from FinanSys, you’ll 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’s 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.

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 Partner with a proven track record of success. We’ve been implementing ERP and financial management solutions for over two decades in a range of industries. To us, it’s not just work — we take pride in the quality of the solutions we deliver and we aren’t satisfied until your projects meet the highest standards. Our team takes keen interest in understanding your requirements and each project, large or small, is done with unmatched attention to every detail.

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