NetSuite CRM Salesforce Automation
NetSuite CRM Salesforce Automation simplifies the entire sales process by automating lead management, opportunity tracking, and forecasting. Fully integrated with customer support and service functions, it enables a seamless flow of information across teams, helping to improve productivity, close rates, and customer satisfaction.
With complete visibility into customer data, your sales team can identify and act on cross-sell and upsell opportunities. The platform also supports quote management, fulfilment tracking, commission calculations, and more — all from a single interface.
You can establish structured workflows for your sales team, implement lead scoring, and monitor performance against quotas. Integrated reporting tools provide real-time insights into opportunities, pipeline health, revenue generation, and cost management.
Leads and opportunities can be automatically routed to the right salespeople for quicker engagement, while a centralised management console allows sales leaders to oversee, analyse, and report on all pipeline activity with ease.
Benefits of Using NetSuite CRM Salesforce Automation
- Empower your sales team to meet their targets and drive revenue
- Accurately report on pipeline and forecasting in real-time
- Enjoy a true 360-degree view of the customer
- Boost sales productivity and enable effective collaboration
- Improve your customer retention with better service levels
- View all your accounts in one place
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 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?
Features of NetSuite CRM Salesforce Automation
- Standardised sales processes for effective opportunity management and buying consistency
- Streamline your quote and order management complete with a quote-to-order, cash and fulfilment solution
- Provide visibility into accurate sales compensation calculation
- Predict your sales with confidence through real-time forecasting and a system of checks and balances
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.
