Crm Tips Tricks

customer relationship management (CRM)

At CloudZone One we know how important it is to get the most out of your NetSuite System


CRM or Customer Relationship Management is a way of tracking your customer interactions in order to drive more sales and improve customer satisfaction. There are a lot of functions available in modern systems that allow us to keep track of this. Traditionally it has just been the relationship of the customer and the business but now it includes social media, marketing newsletters and support. When we are given all of these tools, it can be hard to figure out the correct way to use them for your business. This article will help you identify and think about areas of your CRM system that you might want to start using or change how you are using it to ensure you are maximising every sales opportunity and maintaining high levels of Customer Service.

In order to get the most out of your NetSuite CRM System we recommend you consider the following options:

  • Keep your Customer Records Up To Date
  • Consider using the Upsell Manager to increase Sales Values
  • Automate as many processes as possible
  • Segment your Customers to ensure you can target the right messages to them
  • Always Analyse every Campaign to ensure you know what is working
  • Use Online Forms to capture correct information on Leads
  • Consider Customer Service
  • Use NetSuite to produce quality templated emails

If you would like to find out more on this topic download our eBook below 

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Alex Murdoch
NetSuite Consultant - CloudZone One