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A Guide to Compact ERP & CRM Service

Updated: Apr 13, 2022

Many organisations recognise the value of NetSuite in managing Financial, Professional Service and Team’s day-to-day operations by its applications that span the corporate processes of multiple departments. And through times, demands started coming from these organisations to leverage the additional value of having a customer relationship management (CRM) system built on the same platform.

Imagine having a bunch of benefit from NetSuite’s flexibility, presenting capabilities in customer support service, better customer segmentation through lead scoring mechanism, and more practical collaboration among all the teams which leads to a vast improvement.

How Unified ERP and CRM Can Improve Your Business

Opting to use two or more different systems during day to day operation can be quite troublesome for many companies. Outside of the technical difficulties of having multiple operating systems, another potential downfall of using more than one operating system is sometimes seen in the attempt to have interdivision cooperation.

NetSuite as ERP and CRM

NetSuite ERP Solution is tailored to meet the needs of a business. NetSuite's ERP provides financial reports and data analytics for the business. Across business functions from financials, supply chain management to billing and beyond, NetSuite ERP gives companies clear visibility and control of your business.

NetSuite CRM Solution delivers powerful capabilities all in a single cloud solution, including sales force automation, marketing automation, customer service, and support. NetSuite CRM also includes powerful sales performance management, order management, and partner management which talks to NetSuite ERP and eCommerce suite.

1. Single Data Source

A single view of a customer across all channels provides complete visibility into all online, in-store and phone transactions and interactions.

2. Omni-channel Inventory

Eliminate inventory silos between channels and achieve the perfect product assortment. Avoid stock-outs, free up cash flow and deliver on promises with a unified instance of inventory data across all channels.

3. Increased Visibility

Integrating your CRM and ERP systems delivers a complete view of customers’ needs, order history, account standing, etc. to your teams. Providing real-time visibility into the business information, empowers your teams to deliver superior customer service and build stronger relationships with your clients.

4. Improved Financials

Accelerate the order-to-cash process, decrease inventory holding costs and enable omnichannel operations by tying sales, finance and order fulfillment to pricing, sales order management and returns management.

5. Streamlined Operations

Increase efficiencies, streamline operations and gain a better understanding of bottom-line costs while maintaining the right inventory mix across the business.

6. 360 business overview

Arm sales associates with a 360-degree omnichannel view of inventory and customer information to engage customers more effectively, drive more sales, fulfill orders and provide an outstanding shopping experience.

Interested in finding articles like this? make sure to check out other helpful tips, tricks, and updates our blog.

Whether you are looking for a one-stop-shop for all CloudERP service, or simply need answers to your questions, our experts are here to make your business better. Cloudmaven is only one call away to make your whole easy ERP journey comes true.

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