NetSuite CRM Reviews & Product Details

You don't have to transform anything about your business to make Netsuite applicable and profitable. Netsuite will adjust to your precise necessities by enabling you to make new pages, new structures, new fields and tabs, new work processes, seeks and reports, etc

It is costly for any little or medium estimated business, be that as it may, this has demonstrated an extremely ground-breaking helper to guarantee all parts of the item are put to use in all business capacities. We constantly look at where we can begin to utilize Netsuite in new territories so as to improve that ROI.

Grow enough in-house skill and comprehension to have the option to make work processes and redid pages and structures. It will change your business and your business will develop through better utilization of innovation.

Lead age and prospect pipelines, buy orders, stock control and delivering coordinations, Supplier the executives, Payroll (with the unbounded cloud add-on), Financial reports, charging and client A/R, showcasing efforts, Suite trade and online structures, Support Cases.

NetSuite’s standard capability is easy to use and deploy. The expansion into mobile platforms is good although it could be better. They used to have Outlook integration which although buggy was an excellent method of ensuring all customer comms via email were accurately recorded in CRM

We were very early adopters of NetSuite and as such we’re forced in the beginning to custom develop much of the capability we needed simply because NS hadn’t yet created it. Over the years we’ve become reliant on this custom development which is stable but very slow, complicated and virtually impossible to support. Unwinding ourselves now to make use of the standard out of the box capability NS now provides is virtually impossible

Use standard capability and where possible buy off the shelf add-ons that integrate. Custom development creates only headaches and massive support overhead

Central, cloud-based management for our customer interaction systems along with integration into our backend systems. Being a global business, NS allows us to create really manage the application and yet gain real-time insights from a marketing, sales and support perspective.

Netsuite seems to have a host of options between CRM and ERP. It works fairly seamlessly for our sales and accounting teams simultaneously. It has a wide variety of functionality and allows for our customer records to be quite detailed. It's extremely convenient that Netsuite is in the cloud- this makes access much easier from any location. They also have an app that you can use for Expense Reporting and other simple activities.

Netsuite is user-friendly. The UI could be improved, but one is able to find what they need within a short time frame. Given the categories, you can quickly locate the information. This is a great tool to reduce the time spent searching for information.

Netsuite is incredibly clunky. It seems like it could be faster, smoother, and more efficient all around. It does not integrate natively with other software like other CRMs- we have had several occasions where our marketing automation tool cannot accurately pull data or is unable to pull data altogether, from Netsuite. This is not an issue for SalesForce or Sugar CRM. I also experience an unusual amount of time-out errors from Netsuite, and I have ruled this out as a WiFi or internet connectivity issue. This has happened to me while hard-wired, on WiFi, and across a variety of servers. Dashboards within NetSuite often have to be reloaded time and time again in order to see the correct information. Dashboards could be much more customizable, in my opinion.

Additionally, we have a difficult time generating the type of ROI reports that we need or would like to have for business purposes.

Consider what other tools may be used in conjunction with NetSuite CRM. Do your research to confirm that the programs will be compatible and that the information between NetSuite and other platforms can accurately communicate. I would also consider the time it takes to implement a CRM as complicated as Netsuite. There are other, more user-friendly systems available.

Netsuite provides an in-depth database for our customers, prospects, and leads. It allows us to develop detailed records of all interactions, and within certain applications, records these interactions automatically. Additionally, it is efficient that Netsuite provides CRM and ERP services within one platform, so I can submit expense reports and time logs while also browsing contact pages.

The inventory management system has been great especially for handling our products with serial numbers.

What I dislike the most about the CRM is the lack of function of the reporting for the warranty module.

Stop, Look and Listen to your Sales Rep. And then ask them the same thing with one added phrase..."ARE THERE ADD-INS THAT I WILL NEED TO PURCHASE IN ORDER TO MAKE THIS WORK FOR ME?" We were hooked in without being told everything properly and had we known everything in the beginning that we know how then we would have done things much differently. We would have done the additional add-in modules at that time and we would have had a lot fewer growing pains that we have experienced. So make sure you get the information that you really need when you get started!

Inventory Management

Reporting

Stalled Sales

The ability to have a huge database full of custom records and custom fields at your convenience.

Also the ability to customise forms on the fly is advantageous to say the least. You also have the ability to use workflows which a GUI based way of creating business workflows for your staff so that it restricts them from doing what they shouldn't and putting the information in to the wrong fields.

I can't say there is much I dislike except for the constant questions about how this works and how that works. This is from a NetSuite Administrators point of view.

I will say that sometimes i do dislike the fact that there is not many companies out there that are willing to integrate with NetSuite like MailChimp. Where they will integrate with others.

I would recommend trying to speak to as many other customers as possible and go to as many events as necessary to make up your mind. so at least you have a broader view form a bigger customer base.

We have been using NetSuite CRM since 2006 and after 11 years this is just normal everyday usage now. But NetSuite fixes the need to have multiple different software or an onsite server.

Everything we do now is fully in the cloud with no need for an on site server.

You do not need to change anything about your business to make Netsuite relevant & valauable. Netsuite will adapt to your exact requirements by allowing you to create new pages, new forms, new fields & tabs, new workflows, searches & reports and so on...

It is expensive for any small or medium sized business, however, this has proven a very powerful motivator to ensure all aspects of the product are put to use in all business functions. We continually examine where we can start to use Netsuite in new areas in order to improve that ROI.

Develop enough in-house expertise & understanding to be able to create workflows and customised pages and forms. It will revolutionise your business and your business will grow through better use of technology.

Lead generation and prospect pipelines, purchase orders, stock control & shipping logistics, Supplier management, Payroll (with the infinte cloud add-on), Financial reports, billing and customer A/R, marketing campaigns, Suitecommerce and online forms, Support Cases.

NetSuite is the leader when it comes to CRM software. They consistently release new and updated features allowing any business to grow and expand.

Sometimes the features are only partially functional meaning that they do not contain all of the flexibility other features have which is quite limiting at times.

NetSuite is not a cheap software however if you utilize it's features to the fullest it is worth every penny.

I would highly recommend taking NetSuite Training Courses before launching and take courses as needed there after.

If you do not have a staff member that knows how to write/read script it would hugely benefit you to bring one on-board or find a great third-party NetSuite Solutions company. This isn't something you have to do immediately.

Plan out you business strategies well before hand. Think long term as well as current and try to stay flexible as things always change over time.

NetSuite has a lot of great third-party integration companies. Don't be afraid to take a look to talk to them.

Wither you hire one or assign something within, designate a NetSuite Administrator and have that person be certified through NetSuite.

We have a clear understanding of how our business is doing overall and in specific areas. This helps us direct our attention to areas that may not be as well as others to see why they aren't and what we can do to improve them.

What I like about Netsuite is that once you understand how it works, it’s easy to manipulate to get certain reports you need and to search for them.

What I dislike is that it isn’t as user intuitive as other programs. For new users and new hires, it does take a year of daily use before you fully understand where things are and how to customize it to your needs because of how intricate it is.

Netsuite solved my company’s need to have several different programs throughout the company to hold information—now we have one place that holds all information for our books, publishing schedule, sales and finance information, marketing and PR reviews, etc. It’s great to have a cloud-based system and we do greatly enjoy having 1 place that holds everything!

NetSuite is very customizable with point and click automation, as well as more advanced options like SuiteScript, so if you do have the ability to write scripts, there's so much you can do to make NetSuite support your processes.

Because NetSuite is so customizable perhaps, it does require a fair amount of work and scripting knowledge to make things happen automatically that might otherwise be out of the box in other CRM's. It is also unfortunate that there are a limited number of products you can integrate NetSuite with out of the box. 95% of our integrations require a custom build because the integration partner's product will work with NetSuite, but not natively.

Choose a good implementation partner who can help you customize NetSuite to your needs

At the time of implementation, we required a single system as our solution for financials and CRM. This has helped us keep our customer information and financials tied together.

It was nice to have everything tied together in Netsuite. We had many different customers buying, returning, and replacing items. It was an easy way to customize our processes.

When I first started working at that company using Netsuite, it was a lot of different processes. It took me a little while to figure out all the exceptions and how to undo mistakes.

Make sure you have someone who knows what they're doing explaining the steps to you. If you have to figure it out alone it is very confusing. Having a person who knew the processes made learning the steps a whole lot easier

Netsuite was a uniform network that we could use for multiple situations in a retail function. It was nice to have clear steps to follow, so when explaining the steps to new people, you could just give them the list of steps and they could follow. It also had a very useful help feature for learning new skills on the program

It's based in the cloud. Our previous system required two different programs, that required servers of their own, in addition to a Web server so our remote users could use it. It was a paint to tie the two together, and when one of the 3 servers had a hiccup, we had major issues. NetSuite is a one stop shop for all our crm needs, it's customizable & scale-able. We have tweaked it to match our needs, in tracking the products we sell, who we sold it to, how much it costs, who's in charge at a customer site for the new sales, in addition to the renewal of the yearly contract. It's much easier to track our customers/contacts/sales.

There are limits to the level to which it's scale-able. We have had issues getting it to apply to all our circumstances.

The fear of giving your data to an outside source is minimal, as the security with NetSuite is top notch.

We used to have our database located in a server that we had to maintain, now that we've switched over to NetSuite, it's all in the cloud, anyone with internet access & an account can access the database. It's eased our overhead.

I am both a user and an administrator ff NetSuite. To be honest, we've had a love hate relationship with NetSuite CRM for a decade. I personally found it hard to use at first, but have grown to like the customization and workflow capabilities. I use the saved searches all the time, and they can be a powerful way to access data once you grasp how to get to the fields you need (less than intuitive). As time goes on and I learn more of what is possible and how to get what we need in and out of the system, I like it more and more.

While I like the customization and workflow capabilities, part of that is because we needed them to make NetSuite work well in our environment. The help system is extensive, but not very easy to glean practical advice from which means much trial and error to get the needed results. Lastly, we've found that not many third-party software providers (for marketing automation, quotes, etc.) integrate well (or at all) with NetSuite. When things don't work as expected, it can be very difficult and time-consuming to troubleshoot and fix.

Thoroughly map out your needs, especially when it comes to third-party add-ons. Make sure you have resources to help you learn and customize it to your business needs.

We use it mainly for managing and reporting on leads, prospects and customers through the lifecycle. Also use it for sales transactions and pipeline tracking and forecasting.

Netsuite is very versatile and friendly, it is a very powerful program and especially its function of development of reports and searches

The handling of cases and the integration of documents is one of the most fundamental of the system

The management of communications with customers and suppliers

With regard to customers, the ERP allow more information and higher quality that will allow to adjust production and purchase orders to their needs. On the other hand we will have a database on our clients segmented that will allow us to carry out marketing campaigns oriented to specific segments.

Or our operators will be able to dedicate themselves to more productive tasks that really are the ones that give us value. But what is more, as the human component is reduced, the number of errors will fall (although it will not be completely eliminated since some manual actions such as data entry will still be necessary).

Speed of response, Make the interface more intuitive

The design of more powerful reports with external tools

Customer Reports and Sales Reports on time

Information is consolidated on leads and accounts in a very clean format. I like the options to expand the views for what I'm looking for. That allows for less visual clutter. Data is organized in a few ways and the tabs are my favorite. This allows you to dive deeper into the account without having to refresh the page.

When dealing with vasts amounts of data, it takes forever for things to load. Not a fan of the search functionality. Needing to use certain ques in order to search for individual accounts or customers. When searching without the ques it makes it very hard to sort through the individual pieces of data.

Make sure marketing does a good job scrubbing old data or at least filtering duplicates.

Customer data in a single pain of glass to drive more sales, quicker than traditional methods. Keeping a recorded list of data helps ongoing sales efforts when cold calling. Passing along valuable notes to others in the or much later in the sales process. Tracking old sales success and failures and how to improve outreach.

Importing and exporting data isn't as terrible as working with the rest of the system. And while it's definitely not the main purpose, I will say that using it to manage our expenses was the easiest part about it - actually much easier than our new expense process with Concur.

But as an actual CRM system, I guess the greatest benefit of Netsuite is that it sure can hold a whole lot of data, pretty much everything we need it for. As a B2B organization, it's pretty helpful in organizing data about our client organizations and individual contacts. But I don't even have a whole lot of positives to say about that.

Just about everything! The user interface is outdated and depressing, to begin with. It just really, really needs a facelift. It's 2018 - it's okay to have business software that looks good and is intuitive to use! But as far as the system's functionality, it really doesn't play well with other systems which is why we are moving away from it. It's just clunky, difficult to use, and somehow I get a headache every time I log in.

Just get Salesforce.

We were using it to keep track of clients'. It does give some visibility into where clients are in the implementation process, who they have been communicating with (and about what), which products they have, what organization they work for, how to contact them best, etc. As far as actually storing and managing that data, it's okay as a central resource for the whole company to get information from. But it could be way, way better.

NetSuite has a lot of potential for customization and enhancement.

The documentation is poor and each year the service is decreased while the costs go up. I was just quoted 20k to continue using something that was included as part of our contract up until now.

Unless something changes, be prepared to shop for a used car when purchasing this solution. The numbers they quote are meaningless and will change by 50% in a ten minute conversation. If you use one of their basic solutions, still paying 30k a year, you'll be treated like a second rate customer. Every renewal will be about upselling you. If you go for their SuiteCommerce Advanced package, be prepared to pay big for maintenance and changes.

The attempt is to solve the central source of data issue. We have not arrived.

I love how organized and thorough NetSuite is. The base package covers a staggering amount, as it should considering the cost, but if it isn't covered there are always extra packages that can be purchased the just make NetSuite that much better.

The only part that I really disliked about NetSuite is that the software has an extremely steep learning curve. You are not just going to pick this software up and start using it without months of training, which I did.

Be prepared for intensive training and months if not years to fully be fluent using this software.

The problems I always had was trying to keep all my clients and their info connected to their individual companies and projects and keeps the project managers associated to each of their projects but not overlapping and giving me to much information. Just works for organization.

Customization of fields, ease of tracking, recording notes, fits our processes for prioritizing clients/customers with case priority. Easy reporting and charts to measure team success. Great opportunities to fine-tune the views/dashboards to your needs.

Somewhat clunky UI in the download manager, poor search capabilities. Sometimes can be a pain to navigate through, especially if you are in a hurry.

Be wary of the some clunky UI but overall it will not upset the employees who use it.

Self monitoring is extremely easy with this software, especially as an end-user. I am a big fan of the dashboards and customization options there. Extremely flexible and able to meet the needs of a small support team supporting a vast number of clients.

Ability to track opportunities and proposals, ability to customize different dashboard views, ability to customize the program (we created an opportunity record based off of our IMPACT training), ability for prospects to use once they become customers to track invoices and support cases.

Character limits when adding notes, events, etc. Sending emails out of Netsuite sometimes do not make it to the prospect (end up SPAM or JUNK email or blocked by AV/security software). No social media integration. Difficult/too many steps in creating new email campaigns. It often crashes, is down, and/or is having some sort of issue.

Tracking and following up with leads/prospects, tracking and managing sales opportunities, creating proposals and sending out contracts, manage customer billing, manage customer support cases.

NetSuite CRM is very efficient in tracking or processing sales and even in reporting. We use NetSuite CRM in marketing and advertising. We input data to this tool and it's very detailed and organized. Once we create accounts of our customers, there's a lot of things we could do in this tool. You can also process a sale here, or you can modify or edit the things that are already entered on the system. From inputting information of your customers to this tool, to processing a sale, to tagging a status of a certain transaction, to shipping an order to your customers! It's really awesome!

One of the things I dislike in NetSuite CRM is that because it is very detailed, I tend to get lost as where to find something or what to do next in whatever I am doing in the tool. For me, it was a bit confusing at first. But isn't everything hard or confusing at first?

I highly recommend NetSuite CRM as it is very effective in tracking your transactions especially in Marketing and Advertising. From creating a profile of your customers, to processing your sale, to shipping what you sell to the doorstep of your customers. Two thumbs up!

NetSuite CRM helps us track our sales, and transactions. It also helps us identify the things we should be getting from the customers to be more effective and efficient in our job as sales consultants in our company.

The software itself is very intuitive and flexible. If I need to look up a case number, email, transaction, etc...I just type it up on the field section and it pulls all info relating to certain keywords. It's also very granular which I like so that you can drill in information and history. When you pull up the results you can also expand and collapse the tree results.

Sometime's you have to put in specific keywords to pull up contact info. The interface I thought could be a bit better. From what I understand is that you are not able to integrate this with other products such as HubSpot according to our IT person.

Looking up customers history orders, contact info and transactions. That it's almost a one software solution for what we use it for.

Ability to access data from any internet connection location. Real-time data available to all users. Very strong security and reliable platform. Easy to create targeted reports and searches to view data for decision making. Financial reporting very strong.

Mass uploading of record antiquated and needs improved. Too easy to upload duplicate records as if 1-character in nae different, a new record is created. Email deliverability not reliable.

All-employee access to real-time information. Ability to deliver reports automatically on critical KPI's to targeted individuals or groups of employee's. Support not free and expensive add-on.

Provides great out of the box functions, Standard layouts, custom fields. The most used and liked feature was saved search which provided an easy way to monitor backlog and keep a check via email subscriptions. Data import was simple and easy. Once fields are mapped, it worked like a charm.

The standard functions doesn't meet all needs, Ex - Customer Portal was a something that needed to be coded via third party apps. there wasn't even a basic portal framework for support service organizations.

I would recommend Netsuite if we have services dollars to spend building up on a robust foundation. the platform is great and scalable to build add ons to meet your support services needs

Using Netsuite service for support operations. provides good basic functionality but mostly requires customization.

Customization is key with NetSuite. They allow you to tap into everything, making it easy to work with any business. Their workflows and scripting capabilities are endless.

The marketing piece needs work. It lacks the necessary tools to effectively market to our audiences. This has forced us to use other vendors for that area.

NetSuite can handle pretty much anything you need with it's customization abilities through SuiteScript and Workflows. The SuiteScript logic is super easy to pick up for anyone with JavaScript background!

Having a centralized location for all of our data is a beautiful thing. NetSuite allows us to easily see all of our leads and how they funnel through the opportunity process. It's the key area for all our sales reps to get the information they need.

The Platform first design is what makes NetSuite the BEST system of its kind. They do not presume that there is one way to do things. Other systems prescribe their "Best way" and later on give you a very convoluted way of customizing things that they don't support. NetSuite was designed from the very beginning to be customized by the customers and it just works

documentation and first line support could be better. Deep UI Navigation needs improvement. Server level Mail and Calendar Integration is sorely needed. Most of the marketing pieces are protected (hidden) from the customization tools so it can be hard to work with for custom marketing processes.

Look at the total cost of ownership. NetSuite is a fully connected front and Back office solution. Other solutions may have 1 or 2 features that are better, but consider the time and cost of connecting those features to your other systems

Lead tracking and reporting as well as Nation and local Do not call lists. Collecting and tracking express written consent for direct contact.