1. NetSuite CRM+ Puts the "Customer" in CRM

2. NetSuite Company Overview
What We Do:
Provide integrated, web-based business applications to growing and mid-sized businesses
Include solutions for Accounting/ERP, CRM, and eCommerce
Over 5,400 customers – the largest base of integrated, on-demand customers
Profile:
Founded in 1998 by Larry Ellison & Evan Goldberg
600+ employees
Publicly traded on NYSE: “N”
HQ in San Mateo, CA with 9 offices worldwide
Products:
Awesome products: every major award

3. The Top Benefits of NetSuite CRM+

4. Benefit #1: Get a true 360° view of the customer

5. Traditional CRM Focused on Prospects not Customers
Suspect
Lead
Repurchase + + + +
Prospect
Service Delivery + +
The definition of a customer is someone who has bought something from you. Amazingly, traditional CRM applications can’t tell you what customers have bought. + +
Qualify
Order +
Quote
Meet
No orders, no transactions, no post-sale activities!

6. Problem with Today’s CRM: NO “C”
Nothing called “Customer” in most so-called CRM applications

7. NetSuite CRM+: 360° View of Customer Complete Customer Lifecycle Management
Suspect
Lead
Repurchase + + + +
Prospect
Service Delivery + + + +
Qualify
Order +
Quote
Meet

8. NetSuite CRM+ Provides the Missing Link
Order Management defines true CRM
Shows what each customer has bought
Full transaction visibility enables:
Forecast accuracy
Real marketing ROI
Upsell/cross-sell activities & campaigns
Incentive compensation management automation
NetSuite CRM+ is the only on-demand CRM system with built-in order management
NetSuite CRM+ puts the “Customer” in “Customer Relationship Management”

9. Dashboards Provide Real-Time Visibility Across the Business
Customers!
Sales-specific KPIs
Quotes & Orders!
Industry’s Best Forecasting
The Sales Management portlet on the Forecast Dashboard provides a single, hierarchical view of the sales organization that can be expanded to show details down to individual reps or can be rolled up for summary views of each sales team, by manager. So you know exactly how the sales team is performing, at every level.
Actual Sales

10. Benefit #2: Sell better, forecast better

11. NetSuite CRM+ Provides Easy, Complete Sales Force Automation
NetSuite Has Been Rated Highest in Core SFA Capabilities Versus Other Hosted CRM Systems*
Sales Management
Forecasting
Functional Breadth
Dashboards
Opportunity Management
Lead Assignment
Quota Management
Quote Generation
Quote-To-Order Features
Discount Management
Customer & Partner Portals
Off Line Client
User Interface
Look and Feel
Pricing and Product
Document Management
Search Capabilities
Deployment Options
NetSuite has all the capabilities you need to efficiently manage the sales process.
*Source: Leading Independent Analyst Firm

12. The Industry’s Best Sales Forecasting
Easy to manage the sales forecast in real time
For the entire business, by sales team, by rep, by department, by location, by class, by product, etc.
Provides answers to the common questions that sales organizations struggle with
Actuals vs. plan?
Forecast vs. plan?
Confidence level of forecast?
Key open deals we need to focus attention on?
Performance by team, line of business, rep?
More reliable, accurate forecasts
Includes true “actual” sales to date
Traditional CRM systems don’t have real transactions, and can’t distinguish between pipeline and actuals
Unlike most CRM systems, NetSuite CRM+ includes real “actuals”, so your forecasts are much more reliable

13. “My mom could pick NetSuite up in about three or four minutes.”
Great Ease of Use
“My mom could pick NetSuite up in about three or four minutes.”
- CEO, Sunset Companies

14. Benefit #3: Extend selling to online channels

15. Extend CRM to the Web and to Partners The Web Is Now a Critical Channel
CRM Ì Customer Self Service Portal
Sales: View project status, outstanding quotes, order/contract status, pertinent documents
Customer Service: Enter trouble tickets, see support/service history, search knowledge base
CRM Ì Website Tracking & Analytics
Online catalog for products & services, with dynamic pricing
Online marketing tools & tracking
Lead capture, referral tracking, promotional URLs, search engine optimization
CRM Ì Partner Management
Self-service website portals
Lead sharing, routing, & territory management
Joint sales process: update opportunities, forecasting visibility
“Front line” customer service

16. Benefit #4: Improve marketing effectiveness

17. See the Results & ROI of All Marketing Vehicles Because NetSuite sees all transactions
Natural
Search
Paid
Search
Track Leads, Customers, Revenue by:
Program Type
Campaign
Keyword
Industry
Company Size
Country
Etc.
Online Ad

18. Example: Results by Paid Search Keyword – Down to the Penny

19. Benefit #5: Save money & hassles

20. Manage It Yourself Style
On-Demand: Manage Your Business,
Not Your Software
Manage It Yourself Style
HARDWARE
License
Maintain
Patch
Replace
DESKTOP OS
SERVER OS
DATABASE
Tune
Upgrade
APPLICATION
Back-up
Migrate
On-Demand
HARDWARE
DESKTOP OS
SERVER OS
DATABASE
APPLICATION
Subscribe

21. Why On Demand Is In-Demand
Dramatically lower cost of doing business
Predictable cost – well-defined TCO
Ends IT hassles
Faster development cycles and innovation
Instant, anytime, anywhere access

22. Benefit #6: Future Option: Can use NetSuite to manage your back office too, for unprecedented integration

23. One, Integrated System to Manage Your Entire Business

24. Proven Customer Success
Revs > $2.0 BB
“America’s Team”
NYSE: PGI
Revs > $500 MM
Revs > $1.6 BB

25. What Customers Say
“NetSuite is the 360 degree view of our business we needed. The others we looked at, including Salesforce.com and Siebel, didn't do that.”
Managing Director, Qube Networks Ltd.
"Because of our move to NetSuite…our ability to forecast has improved at least 70 percent."
VP Sales Operations, ViewSonic
"…NetSuite makes perfect sense. It lets you really understand your customers and their buying habits.”
Marketing Manager, Oakland Athletics
“My mom could pick NetSuite up in about three or four minutes.”
CEO, Sunset Companies

26. Live Demonstration

27. Summary Benefits of NetSuite CRM+
Get a true 360° view of the customer
Sell better, forecast better
Extend selling to online channels
Improve marketing effectiveness
Save money and hassles
Future option: Can use NetSuite to manage your back office too, for unprecedented integration

28. NetSuite CRM+ Puts the “C” in CRM
Manage the entire sales process with one system
No true CRM without the customer
Orders define the customer & purchase history
Customer channel of choice today is the Web
The new standard for CRM solutions encompasses the customer, their orders and the Web
NetSuite CRM+ is the ONLY solution available today to offer this
Suspect
Lead
Repurchase + + + +
Prospect
Service Delivery + + + +
Qualify
Order +
Quote
Meet

29. Questions?

30. © Copyright NetSuite Inc., All Rights Reserved.

31. EXTRA SLIDES

32. Customer Lifecycle Management
Website Hosting
Search Engine Optimization
Website Analytics
Online Catalog
Lead Dashboard
Intranet Sales & Marketing Tools
Mass
Suspect
Lead
Repurchase + +
Upsell/ Cross-sell + +
Prospect
Advanced Forecasting
Service Delivery
Customer Portal
Project Tracking
Time & Expense + +
Product Catalog
Service Catalog
Integrated Order Mgmt
Bookings Dashboard
Incentive Management + +
Qualify
Order +
Group Calendaring
Resource Availability
Quote
Meet
Integrated Quotes/Proposals
Document Management
Document Publishing

33. Customers Quotes & Orders Sales-specific KPIs Actual Sales Forecasting
The Sales Management portlet on the Forecast Dashboard provides a single, hierarchical view of the sales organization that can be expanded to show details down to individual reps or can be rolled up for summary views of each sales team, by manager. So you know exactly how the sales team is performing, at every level.
Actual Sales
Forecasting

35. Forecasting Dashboard: At-a-glance
KPI’s Highlight Key Metrics
At-a-glance
KPI Meter
Sales Management Portlet With Expand/Collapse
Pipeline & Forecast Funnel

36. Sales Management Portlet
The Sales Management portlet on the Forecast Dashboard provides a single, hierarchical view of the sales organization that can be expanded to show details down to individual reps or can be rolled up for summary views of each sales team, by manager. So you know exactly how the sales team is performing, at every level.

37. Sales Management Portlet
The Sales Management portlet on the Forecast Dashboard provides a single, hierarchical view of the sales organization that can be expanded to show details down to individual reps or can be rolled up for summary views of each sales team, by manager. So you know exactly how the sales team is performing, at every level.

38. Sales Management Portlet
The Sales Management portlet on the Forecast Dashboard provides a single, hierarchical view of the sales organization that can be expanded to show details down to individual reps or can be rolled up for summary views of each sales team, by manager. So you know exactly how the sales team is performing, at every level.

39. Calculated Forecast Most Likely Upside Worst Case Stage Status
Calculated Forecast Forecasting tools in NetSuite CRM+ display all opportunities, quotes, and orders, including such key information as the projected amount, probability of close and weighted amount for each of these transactions. The Forecast Editor allows sales representatives to view their forecasts on a monthly basis, and make adjustments if needed, based on the changing nature of their deals.
With Advanced Forecasting sales reps have the ability to enter their forecast as a range. Opportunities, quotes and estimates include a forecast category enabling users to categorize the transaction appropriately as low, commit, or upside. You can even title these categories according to your business conventions, changing low to commit and commit to forecast for instance. When an opportunity or quote is placed in a forecast category, the corresponding amounts are calculated into the forecast, providing sales managers with the sales reps' most accurate forecast for that deal.