What is NetSuite Customer Relationship Management (NetSuite CRM)?
NetSuite customer relationship management (NetSuite CRM) is a centralized repository of real-time customer information and data that’s seamlessly integrated with the rest of NetSuite. It provides visibility across the entire customer lifecycle—from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support. In addition to offering traditional CRM capabilities (such as […]
What is Customer Relationship Management (CRM)?
Customer relationship management, or CRM, technology helps create, store, automate and optimize customer and prospect data. A CRM system is a shared platform that enables sales, marketing and customer service teams to conduct business more effectively, providing visibility into the same information across each touchpoint of the customer journey. Ultimately, a CRM solution helps businesses […]
NetSuite for Media Companies – Sales & CRM
Learn more about NetSuite for Media Companies – Sales & CRM. NetSuite for Media Companies – Sales & CRM – YouTube
CRM for Manufacturing and Distribution
At NetSuite, innovation is at the core of what we do and how we deliver value to our customers. SuiteSuccess is a transformative customer engagement methodology that is designed with leading practices and years of experience in cloud ERP implementation and CRM knowledge to help our customers meet their organizational needs and requirements. CRM for […]
How to Extend Sage CRM
This short video tutorial is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Extending CRM Fundamentals badge. This lesson in particular will cover the knowledge needed to understand how in principle it is possible to extend Sage CRM using a wide range of […]
Sage CRM – Creating a Component for Sage CRM 2017 R2
This short video tutorial is designed to help the new System Administrator. It is part of a series of lessons that build towards gaining the Extending CRM Fundamentals badge. This lesson in particular will cover the knowledge needed to understand how to use the Component Manager to record customisations and create a component that can […]
Sage CRM – Creating a sales forecast
Forecasting lets you view all your current sales opportunities and helps you calculate the value of your pipeline. You can use forecasting to determine if you’re on track to meet your sales quota. http://help.sagecrm.com/ Sage CRM – Creating a sales forecast – YouTube
Sage CRM – Setting up an email template
Setting up email templates can help your users respond to customers in a consistent and professional way. Sage CRM – Setting up an email template – YouTube
Sage CRM – Setting up a new user
Set up new Sage CRM users and specify the features they can access such as creating reports and groups. Set up user templates defining user rights to speed up the administration process. Sage CRM – Setting up a new user – YouTube
ROI from CRM: 3 Dos and Dont’s to Transform Your Sales Process
Join Brian Gardner, author of “ROI from CRM: It’s About Sales Process, Not Just Technology” presents three dos and don’ts with CRM that will help you think differently about the sales process. ROI from CRM: 3 Dos and Dont’s to Transform Your Sales Process – YouTube
