Streamline your data management process with the NetSuite + Pipeliner CRM integration

NetSuite is a business management software, which also includes an ERP (Enterprise Resource Planning) solution. NetSuite is a scalable solution, suitable from companies from midsized businesses to large enterprises. NetSuite manages the entire organization processes, including financial, asset, revenue, order, supply chain, and inventory management.

NetSuite offers multiple benefits that can be exploited by users who use it, for example, the first benefit is the scalability in terms of functionality because NetSuite allows you at any time to expand its functionality by having complete customization through full compatibility between releases. The second NetSuite's benefit is given by the scalability in terms of infrastructure and managed volumes, guaranteed by the use of an S.a.a.S. that allows, through the adoption of the most modern technologies, to have a system always correctly sized.

An excellent reason to use NetSuite is certainly the automation services. NetSuite offers these services that can cover any aspect of sales processes (including billing and invoicing) and include project management and accounting systems, the management solution expenses, and a reliable analysis platform that provides advanced and detailed performance and forecast data. Surely a massive plus for a Business Management Software.

Pipeliner CRM is an intuitive software for managing customer relationships, strongly focused on sales activities. It prioritizes the engagement between salespeople and leads/opportunities, including visual sales reports/insights accessible in real time and collaboration tools. In this way, sales team leaders can easily monitor all the team activities and the entire sales process.

Pipeliner CRM separates the contacts management in sections, splitting up the entire contacts database based on the deal stage. You’ll have several sections: account, contacts (useful for B2B businesses), leads and opportunities. Another section has been designed for the activities management, in order to organize all the steps that should be taken to turn leads in opportunities. For all of these sections, Pipeliner CRM provides automation features available for nurturing purposes, tasks and activities, as well as for move the contacts from stage to stage in an automatic way.

The Sales Pipeline includes the whole sales cycle, starting from lead generation and lead management up to closed deals and further. It offers detailed visual insights that also concern sales velocity, health of the pipeline(s) and performances against the goals.