SuiteSuccess CRM Add-On Brings New Roles, Dashboards & Workbooks

The NetSuite Podcast

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2y ago 29:23

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Learn more about NetSuite CRM functionalities here: https://bit.ly/3w2O3Qz

Host Kendall Fisher joins the outbound product manager for NetSuite CRM, Laralyn Ellsworth. They begin by discussing the basics of customer relationship management, or CRM (1:48), as well as the big challenges businesses typically face with it (3:24) and how a CRM system helps in overcoming them (5:37). Then, they discuss NetSuite CRM, how it differs from basic CRM software (7:12) and why being part of a unified business suite not only helps in acquiring and retaining customers (9:28) but also in meeting your organization’s needs in today’s climate (12:23). Ellsworth then unveils our all new SuiteSuccess CRM add on, which includes new pre-built CRM roles, dashboards and Workbooks SuiteApp (15:33). After diving into the new roles (16:41), Ellsworth reveals the KPIs and topics included in the new Workbooks (19:55). Finally, she explains which customers and businesses are a good fit for the add on (22:05), which are NOT (23:33), and how to get more information about it (24:28). Tune in for all of that and more!

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Laralyn Ellsworth: https://www.linkedin.com/in/laralynellsworth/

Oracle NetSuite

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