For services companies, service delivery is at the heart of customer relationship management, yet project management has been left out of most CRM vendors’ solutions. Enter NetSuite. NetSuite CRM+ let’s you track projects and tie this directly to the customer record for real-time visibility.
That’s why NetSuite CRM+ lets you manage multiple types of projects, including time and materials, fixed price, and cost plus projects—all in real time. NetSuite CRM+ also organizes your tasks, calls and events, linking them to specific projects and clients. Best of all, NetSuite CRM+ manages project and client data in one, powerful and fully integrated system.
Benefits:
Make the most of your money and resources by tracking each job and sub-job in real time, and making adjustments as needed.
Manage and monitor all project-related data in one system, thereby improving internal efficiency as well as client service.
Give all stakeholders complete visibility across sales, service delivery and support departments, enabling them to make better, smarter business decisions.
Multiple-project jobs and sub-projects can be linked with customers as well as with opportunities, making complex many-to-many relationship structures easier to manage.
Features:
Track all your resources and assets in real time from a single, powerful platform.
Create project jobs or sub-jobs and link them to specific customers.
All records include start dates, estimated end dates, percentage of work completed, actual end dates, as well as income and expenses associated with each project.
Organize tasks, calls and events automatically, linking them to specific projects.
