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Three Tips for Better use of the Netsuite Customer Relationship Software (CRM)



By: bluetent Tuesday, December 29, 2009 - 3:56pm

Three Tips for Better use of the Netsuite Customer Relationship Management Software (CRM) Functions

I know that many of us are still shaking off the dust from what I hope was a fun and safe holiday season. Many of us are putting the final touches on planning for what we all hope will be a solid 2010. As I finalize plans for our marketing and sales teams we have tried to boil down our three most specific needs in regards to use of our Netsuite CRM tool set.

Here they are:

1- It starts with the data...... I know many of us are used to hearing the "garbage in ... garbage out" line, but now more than ever it's so important to have a standard set of data points so that your entire organization can make the most of the customer data. We saw this year how things like a sales representative not getting the prospects addressed entered correctly into Netsuite would blow up the invoice when that prospect became a customer. There is no way our marketing team can send specific messages to specific customer groups if the data is not in the system. SO...... start with a clean and precise system for entering data. You will NEVER have a real CRM without this process.

2- Dissect your customers. Our customers; needs are becoming more and more specific. For example if we work with a real estate company in Cabo, they are going to have much different needs than a non-profit organization in Aspen. In this step be sure to map out your customer needs by being as specific as possible about their business model.

3- Go for it! Now that you have a tool set as robust and flexable as Netsuite....go ahead and target your customers in a way that will blow them away with your love and insight into their specific needs and business process.

Good luck in 2010 and check back often for more tips on how to use Netsuite's Customer Relationship Software to help take your business to the next level.

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