Netsuite CRM Salesforce Automation

NetSuite CRM Salesforce Automation

NetSuite CRM Salesforce Automation is a powerful, easy-to-use software platform from NetSuite CRM that integrates sales and customer support and streamlines your entire sales management process.

Gain complete visibility of your customer data enables your sales team to identify and close cross-sell and upsell opportunities, combined with quote management, fulfilment, commission payments and more.

Establish workflow processes for your sales team, introduce lead scoring and accurately measure performance against quota, with integrated reporting tools to track opportunities, pipeline, revenue and costs.

This software platform allows you to quickly allocate leads and opportunities to the right salesperson for faster closure, with a centralised management console to help managers to monitor and report on all pipeline activities.

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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 
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By purchasing NetSuite through FinanSys and/or being on our NetSuite support, you can take advantage of a unique offer that is not available through any other provider of NetSuite.

You will get a 1:1 license of UniFi at no additional cost.

With the UniFi subscription, you will receive a variety of features and apps, including Credit Based Users, Middleware & Integration Engine, HR, Enterprise Asset Management, Accounting Automation and Business Intelligence (to name a few!).

This is a great benefit for NetSuite users who typically have to 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 at no extra cost. Making FinanSys the most affordable provider of NetSuite.

Find out why UniFi was created here.

Ready to get started with the world’s most advanced Financial and Business Management System?

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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 


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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