© Copyright NetSuite Inc., All Rights Reserved. NetSuite CRM+ Puts the "Customer" in CRM

© Copyright NetSuite Inc., All Rights Reserved.

NetSuite CRM+Puts the "Customer" in CRM


NetSuite Company Overview

What We Do:• Provide integrated, web-based business

applications to growing and mid-sized businesses• Include solutions for Accounting/ERP, CRM, and

eCommerce• Over 5,400 customers – the largest base of integrated,

on-demand customers

Profile:• Founded in 1998 by Larry Ellison & Evan

Goldberg• 600+ employees• Publicly traded on NYSE: “N”• HQ in San Mateo, CA with 9 offices worldwide

Products:• Awesome products: every major award


The Top Benefits of NetSuite CRM+


Benefit #1:

Get a true 360° view of the customer


Traditional CRM Focused on Prospects not Customers

+

Lead

Prospect

Qualify

MeetQuote

Order

Service Delivery

Repurchase

Suspect

+

+

+

+ +

+

+

+

No orders, no transactions, no post-sale activities!


Problem with Today’s CRM: NO “C”

Nothing called “Customer”

in most so-called CRM applications


NetSuite CRM+: 360° View of CustomerComplete Customer Lifecycle Management

+

Lead

Prospect

Qualify

MeetQuote

Order

Service Delivery

Repurchase

Suspect

+

+

+

+ +

+

+

+


NetSuite CRM+ Provides the Missing Link

Order Management defines true CRM– Shows what each customer has bought – Full transaction visibility enables:

Forecast accuracy Real marketing ROI Upsell/cross-sell activities & campaigns Incentive compensation management automation

NetSuite CRM+ is the only on-demand CRM system with built-in order management

NetSuite CRM+ puts the “Customer” in “Customer Relationship Management”


Dashboards Provide Real-Time Visibility Across the Business

Customers!

Quotes & Orders!

Sales-specific KPIs

Industry’s Best Forecasting

Actual Sales


Benefit #2:

Sell better, forecast better


NetSuite CRM+ Provides Easy, Complete Sales Force Automation

Sales ManagementForecastingFunctional BreadthDashboardsOpportunity ManagementLead AssignmentQuota ManagementQuote GenerationQuote-To-Order Features

Discount ManagementCustomer & Partner PortalsOff Line ClientUser InterfaceLook and FeelPricing and ProductDocument ManagementSearch CapabilitiesDeployment Options

*Source: Leading Independent Analyst Firm

NetSuite Has Been Rated Highest in Core SFA Capabilities Versus Other Hosted CRM Systems*


The Industry’s Best Sales Forecasting

Easy to manage the sales forecast in real time– For the entire business, by sales team, by rep, by department,

by location, by class, by product, etc.

Provides answers to the common questions that sales organizations struggle with– Actuals vs. plan?– Forecast vs. plan?– Confidence level of forecast?– Key open deals we need to focus attention on?– Performance by team, line of business, rep?

More reliable, accurate forecasts– Includes true “actual” sales to date– Traditional CRM systems don’t have real transactions, and can’t

distinguish between pipeline and actuals


Great Ease of Use

“My mom could pick NetSuite up in about three or four minutes.” - CEO, Sunset Companies


Benefit #3:

Extend selling to online channels


Extend CRM to the Web and to PartnersThe Web Is Now a Critical Channel

CRM Customer Self Service Portal– Sales: View project status, outstanding quotes, order/contract

status, pertinent documents– Customer Service: Enter trouble tickets, see support/service

history, search knowledge base

CRM Website Tracking & Analytics– Online catalog for products & services, with dynamic pricing– Online marketing tools & tracking

• Lead capture, referral tracking, promotional URLs, search engine optimization

CRM Partner Management– Self-service website portals– Lead sharing, routing, & territory management– Joint sales process: update opportunities, forecasting visibility– “Front line” customer service


Benefit #4:

Improve marketing effectiveness


Natural Search

E-mail

Online Ad

Track Leads, Customers, Revenue by: Program Type Campaign Keyword Industry Company Size Country Etc.

Paid Search

See the Results & ROI of All Marketing VehiclesBecause NetSuite sees all transactions


Example:

Results by Paid Search Keyword – Down to the Penny


Benefit #5:

Save money & hassles


On-Demand: Manage Your Business,Not Your Software

Manage It Yourself Style HARDWARE

License

Maintain

Patch

Replace

DESKTOP OS

License

Maintain

Patch

Replace

SERVER OS

License

Maintain

Patch

Replace

DATABASE

License

Maintain

Tune

Upgrade

APPLICATION

License

Back-up

Upgrade

Migrate

On-DemandHARDWARE DESKTOP OS SERVER OS DATABASE APPLICATION

Subscribe


Why On Demand Is In-Demand

Dramatically lower cost of doing business

Predictable cost – well-defined TCO

Ends IT hassles

Faster development cycles and innovation

Instant, anytime, anywhere access


Benefit #6:

Future Option: Can use NetSuite to manage

your back office too, for unprecedented integration


One, Integrated System to Manage Your Entire Business


“America’s Team”

Proven Customer Success

Revs > $2.0 BB

NYSE: PGIRevs > $500 MM

Revs > $1.6 BB


What Customers Say

“NetSuite is the 360 degree view of our business we needed. The others we looked at, including Salesforce.com and Siebel, didn't do that.”

– Managing Director, Qube Networks Ltd.

"Because of our move to NetSuite…our ability to forecast has improved at least 70 percent."

– VP Sales Operations, ViewSonic

"…NetSuite makes perfect sense. It lets you really understand your customers and their buying habits.”

– Marketing Manager, Oakland Athletics

“My mom could pick NetSuite up in about three or four minutes.”

– CEO, Sunset Companies


Live Demonstration


Summary Benefits of NetSuite CRM+

Get a true 360° view of the customerSell better, forecast betterExtend selling to online channelsImprove marketing effectivenessSave money and hasslesFuture option: Can use NetSuite to manage your back office too, for unprecedented integration


NetSuite CRM+Puts the “C” in CRM

Manage the entire sales process with one system

No true CRM without the customer– Orders define the

customer & purchase history

– Customer channel of choice today is the Web

The new standard for CRM solutions encompasses the customer, their orders and the Web– NetSuite CRM+ is the

ONLY solution available today to offer this

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Lead

Prospect

Qualify

MeetQuote

Order

Service Delivery

Repurchase

Suspect

+

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+

+ +

+

+

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Questions?

© Copyright NetSuite Inc., All Rights Reserved.© Copyright NetSuite Inc., All Rights Reserved.


EXTRA SLIDES


• Advanced Forecasting

• Product Catalog

• Service Catalog

Customer Lifecycle Management

• Integrated Quotes/Proposals

• Document Management

• Document Publishing

• Integrated Order Mgmt

• Bookings Dashboard

• Incentive Management

• Customer Portal

• Project Tracking

• Time & Expense

• Upsell/Cross-sell

• Website Hosting

• Search Engine Optimization

• Website Analytics

• Online Catalog

• Lead Dashboard

• Intranet Sales & Marketing Tools

• Mass E-Mail

• Group Calendaring

• Resource Availability

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Lead

Prospect

Qualify

MeetQuote

Order

Service Delivery

Repurchase

Suspect

+

+

+

+ +

+

+

+

Customers

Quotes & Orders

Sales-specific KPIs

ForecastingActual Sales


Forecasting Dashboard: At-a-glance

KPI’s Highlight Key Metrics

Sales Management Portlet With

Expand/Collapse

Pipeline & Forecast Funnel

At-a-glanceKPI Meter


Sales Management Portlet






Calculated Forecast

Stage StatusStage Status

Worst CaseWorst Case

Most LikelyMost Likely

UpsideUpside

Documents

© Copyright NetSuite Inc., All Rights Reserved. NetSuite CRM+ Puts the "Customer" in CRM