Managing NetSuite CRM Is Easier Now

Managing NetSuite CRM Is Easier Now Now you can Make CRM (Customer Relationship Management) application easier to manage.

The following are some of the useful tips to make better and easy use of CRM features in Oracle NetSuite OneWorld.

Automatic Lead Assignment: Arrange the sales rules and sales territories after receiving leads and give the new leads to respective sales personals or teams.

Follow the latest data on the sales activity on contact, lead, and opportunity records to ensure that the prospects and the leads are properly followed.

Dashboard Reminders with Headlines guide the user in daily tasks quickly.

Make sure you set the Marketing Campaigns to "EXECUTE". This helps to process them at the designated time.

Prepare a flexible customer satisfaction Survey using Custom Records and the response will eventually be updated in Oracle NetSuite OneWorld. This can be easily tracked.