G2

Javier M.

Sales Operations Manager

Small-Business (50 or fewer emp.)

10/13/2026

"Better Sales Visibility, but Some Workflows Could Be Simpler"

4.5/5

What do you like best about NetSuite?

What I like best about NetSuite is having customer information, opportunities, and quotes connected in one place. As a Sales Operations Manager, that visibility helps me track where deals stand, identify follow-up needs, and keep our team aligned.

For example, linking quotes directly to opportunities makes it easier to follow a deal from the initial discussion through the final outcome. I also appreciate the customization options. We use custom fields, sales statuses, and saved searches to organize information around our processes and highlight records that need attention. Review collected by and hosted on G2.com.

What do you dislike about NetSuite?

The biggest downside for me is the complexity of some sales workflows. In our configuration, certain status changes cannot be reversed, and revisiting a lead marked for future follow-up can require copying the record. That adds extra steps and makes maintaining a clear customer history more difficult.

I would like simpler navigation and more flexibility when handling everyday sales scenarios. The customization options are valuable, but they also require careful setup to keep the process straightforward for the team. Review collected by and hosted on G2.com.

What problems is NetSuite solving and how is that benefiting you?

NetSuite helps us keep track of sales activity across multiple people and accounts. By keeping customer records, opportunities, and quotes connected, it gives us a shared view of each deal and its progress.

For me, the main benefit is being able to identify opportunities that need follow-up, see where deals are getting stuck, and give management a clearer picture of the pipeline. Our sales statuses and saved searches help focus attention on records that need action.

Linking quotes to opportunities also makes it easier to track what was proposed and how the deal ultimately turned out. This supports more consistent follow-up and better sales reporting. Review collected by and hosted on G2.com.