
NetSuite's Customer Relationship Management (CRM) software has a unique competitive advantage over similar applications. Unlike other CRM platforms, such as Salesforce and Hubspot, NetSuite CRM isn’t standalone and is an integral part of a unified, cloud-based system. By seamlessly integrating with NetSuite’s Enterprise Resource Planning (ERP), NetSuite CRM empowers sales, accounting, services, marketing, and support teams with the data they need to deliver exceptional customer experiences, drive business growth, and provide consistency throughout all business processes.
NetSuite ERP and CRM are designed to work together as a cohesive, integrated system. From the initial lead generation to nurturing loyal customers, every piece of data flows effortlessly between the ERP and CRM components. This unified architecture simplifies business operations and ensures every team can access the most current and relevant information.
Here are the key benefits of NetSuite's unified ERP and CRM System.
Seamless Integration by Design
NetSuite CRM and ERP are inherently integrated, removing the need for complicated data synchronizations or costly third-party integrations. This seamless connection allows businesses to operate more efficiently, directing their focus on growth instead of system management. As Thomas Löfblad, Vice President of Global Sales and Board Member at Handheld Group, states:
"We would not be where we are today without the unified CRM and ERP system that we have with NetSuite. If not for NetSuite, our business would not have scaled as it has."
Cost Efficiency
Opting for NetSuite’s unified system can result in significant cost savings by reducing the need for separate platforms and the associated training, maintenance, and integration costs. Companies like Hanover Direct, a retail and catalog company, have reaped these benefits. As Hanover Direct states:
"NetSuite is a great platform that's helping us accelerate our transformation from a mail-order company to multi-channel retail operations."
Enhanced User Experience
NetSuite’s unified system ensures that all users, regardless of department, access consistent, real-time information. This streamlined access reduces the need to switch between different systems, enhancing overall efficiency and making information navigation a breeze.
Superior Customer Experience
A comprehensive view of customer data enables sales, support, and service teams to offer consistent, relevant interactions. Real-time insights into customer history improve service quality, thus yielding increased satisfaction and loyalty. Dylan’s Candy Bar, a premier candy retailer, is a prime example of how this can translate into better customer experiences. As Dylan’s Candy Bar emphasizes:
"NetSuite is a platform that enables radical changes for organizations. If we didn't have a good handle on operations with NetSuite, our exponential growth couldn't happen."
Scalability and Adaptability
NetSuite’s cloud-based system is built to grow with your business. Its scalability means that as your business expands, the system can quickly adapt to meet new challenges without the burden of managing multiple platforms. This flexibility has been vital for companies like Dylan’s Candy Bar as they expand their retail operations.
Robust Security and Compliance
A unified system like NetSuite simplifies compliance with regulatory standards while ensuring robust security measures. This is crucial for businesses handling sensitive customer data, providing peace of mind and protecting against potential breaches.
Real-Time Insights and Analytics
Built-in reporting and analytics tools offer real-time insights into financial and sales performance, customer service metrics, and marketing campaign effectiveness. These insights help businesses stay agile and responsive to market dynamics, providing them with the necessary information to evolve in the most beneficial direction.
Improved Collaboration and Efficiency
The unified NetSuite platform fosters better interdepartmental collaboration by providing a single source of truth. Teams across sales, marketing, finance, and customer service can access up-to-date information, improving communication and coordination, making it easier to maintain a balance between departments, and optimizing overall performance.
Accurate Forecasting and Planning
Integrated NetSuite CRM and ERP data allow more accurate forecasting and resource planning. Real-time data ensures that inventory, sales, and demand forecasts are always based on the latest information, supporting strategic decision-making that can drive better business outcomes.
Streamlined Training and User Adoption
A unified platform like NetSuite simplifies and streamlines training and user adoption. This is especially beneficial for new hires or employees working across different departments, making them feel at home within the shortest possible time frame.
You can further enhance NetSuite CRM reporting capabilities by deploying a freely available CRM Analytics Workbook built by NetSuite’s Product Growth Strategy Team. The workbook includes more than 10 reports, charts, and pivot tables.

“Revenue by Sales Rep” pivot table from CRM Analytics Workbook
NetSuite CRM, fully integrated with NetSuite ERP, offers a comprehensive, scalable, and efficient solution to support and accelerate business growth. By eliminating the need for complex integrations and providing real-time insights, robust security, and seamless workflows, NetSuite helps businesses meet their current needs and adapt to future challenges. Companies like Handheld Group, Hanover Direct, and Dylan’s Candy Bar have demonstrated that embracing this unified platform can drive operational excellence, producing crucial efficiencies in all business areas.
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