NetSuite CRM – NetSuite Customer Relationship Manager
Unify sales, marketing, and service on one platform. Give every team real-time visibility into customer interactions, preferences, and history.
NetSuite CRM delivers powerful customer relationship management built on the same platform as your ERP. This gives your customer-facing teams real-time access to orders, inventory, financials, and support cases in one unified system.
From lead generation through sales, fulfilment, and ongoing support, NetSuite provides a seamless flow of information across your entire customer lifecycle without the complexity of integrating separate systems.
We work with businesses at every stage of growth. These are some of the situations we see most often, and how NetSuite CRM helps address them.
Customer data spread across multiple systems
When customer information lives in spreadsheets, email, and disconnected tools, teams waste time piecing together the full picture. NetSuite CRM brings everything into one unified view, so everyone works from the same real-time data.
Limited visibility into sales pipeline
Forecasting becomes guesswork when you can’t see what’s really in the pipeline. NetSuite CRM gives sales managers real-time visibility into opportunities, with probability-based forecasting that improves predictability.
Manual handoffs between teams
When sales closes a deal, does operations have what they need to deliver? NetSuite connects the lead-to-cash process so quotes convert to orders, orders trigger fulfilment, and invoices go out automatically.
Difficulty measuring marketing ROI
Campaigns run, leads come in, but tracking them through to revenue is hard. NetSuite CRM connects marketing activity to closed deals, so you can see exactly which campaigns are driving results.
Brimmond Group“Now we can see exactly what’s happening across the business at any given time. That visibility just wasn’t possible before.”
“The functionality NetSuite offered us to run our global businesses was unrivalled and Eureka Solutions’ experience in implementing similar systems for other exciting international businesses made them our obvious choice.”
CFO, Bounce Ping Pong
BounceCMSPI“What truly set our NetSuite implementation apart was the expertise and dedication of the Eureka Solutions team. Their deep understanding of our business and hands-on support made the entire process seamless.”
“NetSuite has far exceeded our expectations and has become our ‘one stop shop for all of our financial information. This, along with the excellent support we receive from Eureka Solutions means we are keen to use NetSuite as a platform for growth and we plan to work with Eureka Solutions to extend the system to cover other areas of the business such as project management and timesheets in the near future”
Jenelle De Peza, Director of Finance
Connect Managed ServiceBitBio“We wouldn’t be able to live without it now. After working with multiple ERP systems over 20 years, NetSuite is the best I’ve worked with and it’s the one I would recommend.”
360-degree customer view
Every interaction, transaction, and support case in one place. Sales sees order history. Service sees open quotes. Everyone has the full picture.
Real-time sales visibility
Track leads, opportunities, and forecasts as they happen. Dashboards update in real time, so managers can coach and course-correct quickly.
Integrated lead-to-revenue
One connected process from lead capture through quote, order, fulfilment, and invoicing. No re-keying, no dropped handoffs.
Campaign attribution
See which campaigns generate leads, which leads become opportunities, and which opportunities close. Track marketing ROI through to actual revenue.
Mobile access
Give your sales and service teams access to customer data, activities, and reports from any device, anywhere.
NetSuite ERP is modular. Start with what you need and add capabilities as you grow. Each can integrate seamlessly, sharing data in real time across your organisation.
Manage your entire sales pipeline from lead to close. NetSuite’s sales force automation gives your team visibility into every opportunity, with integrated quote management, probability-based forecasting, and commission tracking. Convert quotes to orders with a single click and track fulfilment through to payment.
Align your marketing and sales teams with automated campaign management. Capture leads from your website, score them based on engagement, and route qualified leads to sales automatically. Track campaign performance from first touch through to closed deal.
Give your service team the tools to resolve issues quickly and keep customers satisfied. NetSuite’s customer service management provides a complete view of each customer, automated case assignment and escalation, and a self-service portal where customers can find answers themselves.
Empower your sales team to configure complex products, apply accurate pricing, and generate professional quotes in minutes rather than days. NetSuite CPQ connects directly to your inventory and pricing data, ensuring every quote is accurate and every order can be fulfilled.
NetSuite’s powerful. It’s also complex. The difference between an implementation that transforms your business and one that becomes an expensive headache? Your partner.
We’ve delivered 100+ NetSuite implementations across multiple sectors, click the button below to see how we can help you grow with NetSuite.
“We weren’t set up for home working in any way. From a remote access point of view NetSuite has absolutely been seamless, particularly with all the elements of integration that Eureka Solutions have worked on – accounts payable, raising invoices and all those kinds of tasks would have been much more difficult.”
– Thomas Schofield, Finance Director
Match day costs and analysis instantly visible
Elimination of paper from finance processes
Integration of finance function across the business
Easy user-adoption with intuitive, role-based dashboards
“The Eureka Solutions team had the confidence to challenge us on our processes where necessary, and the result is that we get much more out of the system than we otherwise would have… it was clear from our first conversation that their knowledge of NetSuite and their pragmatic and practical approach meant they really understood our requirements.”
– CFO
Complete and consolidated financial visibility of the global business.
Elimination of spreadsheets and manual processes from core accounting tasks.
Ability to concentrate on growing the business, making effective decisions based on reliable data.
Ease of expansion into new geographical territories.
“NetSuite has saved us a considerable amount of time at month-end and unlocked new reporting capabilities. While it requires effort to set up processes properly, the outcomes generally justify the additional resource.”
50% reduction in time for month end
100% removal of spreadsheets for project, grant and department tracking
Full integration of all critical back-office functions
Non-finance users empowered with the analysis they need
“The functionality NetSuite offered us to run our global businesses was unrivalled and Eureka Solutions’ experience in implementing similar systems for other exciting international businesses made them our obvious choice.”
– CFO, Bounce Ping Pong
Eliminated duplicate data entry
Simplified multi-subsidiary accounting;
Enhanced customer insights
“We chose to work with Eureka Solutions as they clearly understood our business problems. Implementing NetSuite has increased the efficiency of our business, enabling us to strengthen customer relationships.”
Month end close 75% faster
Manual/duplicate data entry eliminated
Expense allocation time reduced 50%
“It’s been a game-changer in helping us deliver accurate, timely reports without the burden of manual intervention.”
– Company Secretary, Tomatin Distillery
50% reduction in time taken for month end close
Reduced report lead time by 2 weeks
Elimination of manual processes
Whether you’re looking to improve sales visibility, align marketing with revenue, or deliver better customer service, we can help you understand how NetSuite CRM fits your needs.
A conversation with our team is the best place to start. No pressure, just honest guidance on whether NetSuite CRM is right for you.
Prefer to talk now? Call our NetSuite specialists directly:
01355 581 960
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What is NetSuite CRM, and does NetSuite really have a built-in CRM?
Yes. NetSuite CRM is customer relationship management built into the same cloud platform as NetSuite ERP. It unifies sales, marketing, service, and back-office data so customer-facing teams get real-time access to orders, inventory, financials, and support cases in one system.
How does NetSuite CRM support the full lead-to-cash process?
It connects every step end to end: capture and score leads, route qualified leads to sales, manage opportunities and quotes (including CPQ for complex products), convert quotes to orders with a click, trigger fulfilment, and send invoices automatically. Dashboards and forecasts update in real time throughout.
What common challenges can NetSuite CRM help us overcome?
It tackles four big issues:
Which features are included in NetSuite CRM?
Core capabilities include:
What results have customers seen, and why partner with Eureka Solutions?
Clients report faster closes, clearer visibility, and streamlined operations, for example, 50% reductions in month-end close (Heart of Midlothian FC, Tomatin), 75% faster month end (Cambridge Cognition), elimination of spreadsheets and duplicate entry, and seamless remote access (Luton Town FC). Eureka Solutions has delivered 100+ NetSuite implementations across sectors, with customers praising their deep expertise and hands-on support.