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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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