Streamline your data management process with the NetSuite + RadiusBob 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.

RadiusBob is a lead management and customer relationship management tool specifically designed for insurance agencies and independent agents who need a navigable software that can increase their productivity and overall efficiency. RadiusBob allows agents to follow leads, track their commissions, establish work flows, and create highly customized marketing campaigns through emails, text messages, and more. RadiusBob also seamlessly integrates with a variety of third-party applications, ensuring you the maximum compatibility with the existing business software that an organization uses on a regular basis.

With RadiusBob you can send auto-responders in order to react as soon as a lead comes in. RadiusBob in fact, can be configured to send out different types of automatic messages, including immediate email responses, triggered email drip campaigns, and text messages. Through the RadiusBob interface, you have the ability to manage all of your clients and potential leads from the same convenient location. RadiusBob provides its users with a variety of tools that can be used to engage with leads and ensure that the sales process is handled smoothly. Users are able to establish work flows for common tasks that need to be accomplished, allowing you to stay focused on manual efforts elsewhere while the software works in the background to accomplish these tasks, requiring minimal oversight.

RadiusBob provides you with the ability to manage the agents that work at your insurance agency. For example, you will have the ability to recruit agents and manage them within the same system. You can store information about each agent just like you would be able to store information about clients and leads. Multi-user plans also allow you to set up automatic lead routing rules, send messages over to other agents, build an agency downline, and accomplish other tasks that are associated with having multiple agents working under your authority. Through these management features, you can automate even more aspects of the day-to-day tasks necessary for running an insurance agency. Moreover, RadiusBob, allows you to leverage marketing automation and reach your audience with the most relevant message for them.