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Below is a list of the main NetSuite SFA features. Because each application is extremely customizable, additional capabilities are possible as well. For more specific details, we recommend that you have a representative contact you.
Lead Tracking
- Ability to define sales territories
- Tracks leads, prospects and customers
- Tracks lead sources and allows referral code assignment
- Automatically assigns leads to appropriate territory
- Sales stage and status management
- Ability to define and publish a lead generation form on your Web site
- Leads are automatically converted to prospects based on the sales stage
- Prospects are automatically converted to customers when an order is placed
- Manages multiple contacts per company
- Tracks probability of close
Sales and Order Entry
- Sales people have the ability to enter estimates (quotes) and orders
- E-mail estimates
- Fax estimates
- Notifies you when deals are expiring
- Includes pipeline and forecast tracking and reporting
Customer Records
- Maintains complete history of all communications by contact
- Maintains complete transaction history by customer (estimates/quotes, orders, invoices etc.)
- Maintains a complete history of items purchased by customer
- Tracks tasks, events and notes by contact
- Tasks can be assigned to other users
- Calendar allows scheduling and tracking of events
- Automatically syncs with Outlook, ACT!, Goldmine, and Palm OS Devices
Experience these SFA features for yourself by starting a free Trial of any NetSuite application. Or schedule a live demo, where we'll guide you through the application components that interest you most. More questions? Have one of our representatives contact you.
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