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Sales Force Automation

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Sales Force Automation

Supercharge Sales Performance with Integrated Sales Force Automation Software

NetSuite’s Sales Force Automation (SFA) software powers your sales organization with integrated sales processes from opportunity, upsell and quote management to sales forecasting, order management, fulfillment, and sales commission.

Unlike other solutions, NetSuite’s SFA software gives your sales team unprecedented visibility into every aspect of the customer relationship, including support cases and back-office information such as contracts and inventory. With real-time dashboards, sales reps and managers gain better insight to sell, upsell, drive renewals, and properly set customer expectations.

Benefits

Boost Sales Productivity

Enable effective collaboration and team selling to streamline the sales cycle.

Gain Real-Time Visibility

Get visibility into pipeline and forecasts making sales more predictable.

Improve Customer Relationships

A true 360-degree view of the customer, including sales, support cases and financial transactions.

Efficient Accounts Management

Create a holistic view of all accounts and their contacts with related activities in a single view.

Features

Opportunity Management

Standardize best practices for winning deals by linking your sales process and the customer buying process.

Sales Forecasting

Make sales more predictable with real-time forecasting and a system of checks and balances that triangulates the sales forecast.

Quote and Order Management

Streamline the quote and order process with a fully integrated quote-to-order, cash and fulfillment solution.

Incentive Compensation Management

Provide visibility into accurate sales compensation calculation—ensuring the sales team spends more time selling and less time double-checking their commissions.

Enhance Your Customer Relationships with NetSuite CRM

  • Business requirements: The ERP system should meet your organization’s business needs and align with your operational processes.
  • Scalability: The system should be scalable to meet your organization’s future needs, including growth, expansion, and changing business requirements.
  • Customization: The system should allow for customization to meet specific business needs and integrate with other systems.
  • Integration: The ERP system should integrate with other systems and applications your organization uses, such as CRM, HR, accounting, and inventory management.
  • Ease of use: The system should be user-friendly and easy to use, reducing training costs and ensuring a smooth transition for employees.
  • Cost: Consider the total cost of ownership, including licensing, implementation, training, and ongoing maintenance costs.
  • Security: The ERP system should have robust security features to protect sensitive data and prevent unauthorized access.
    Vendor reputation: Choose a reputable vendor with a proven track record of delivering quality ERP systems and excellent customer support.
  • Support & maintenance: The vendor should offer reliable support and maintenance services to ensure smooth system operation and minimize downtime.
  • Industry-specific features: The ERP system should have industry-specific features that meet your needs, such as compliance with regulatory requirements or specific reporting capabilities.
  • Experience and expertise: Choose a vendor with a proven track record of delivering successful ERP implementations. Look for reviews, case studies, and references to evaluate the vendor’s experience and expertise.
  • Project management methodology: Check their project management approach and see how they manage risks, issues, and change requests.
  • Team composition: Ensure the vendor has the right team composition to deliver successful implementation, with skilled and experienced members having diverse expertise like functional, technical, and project management.
  • Customization capabilities: The vendor should have customization capabilities to meet your specific business needs and integrate with other systems.
  • Cost: Consider the vendor’s pricing structure, including implementation, training, and ongoing maintenance costs.
  • Training and support: Check their training and support processes and see how they will help you and your employees throughout the implementation and beyond.
  • Change management expertise: The vendor should have experience in change management, ensuring your organization can adopt the new system smoothly and efficiently.
  • Communication and collaboration: The vendor should have open and transparent communication channels and foster collaboration between their team and your organization.
  • Data security: The vendor should have robust security features to protect sensitive data and prevent unauthorized access.
  • Scalability: The vendor should have the capabilities to scale the system to meet your organization’s future needs, including growth, expansion, and changing business requirements