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© Copyright NetSuite Inc., All Rights Reserved. NetSuite CRM+ Puts the "Customer" in CRM.

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Presentation on theme: "© Copyright NetSuite Inc., All Rights Reserved. NetSuite CRM+ Puts the "Customer" in CRM."— Presentation transcript:

1 © Copyright NetSuite Inc., All Rights Reserved. NetSuite CRM+ Puts the "Customer" in CRM

2 © Copyright NetSuite Inc., All Rights Reserved. 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 © Copyright NetSuite Inc., All Rights Reserved. The Top Benefits of NetSuite CRM+

4 © Copyright NetSuite Inc., All Rights Reserved. Benefit #1: Get a true 360° view of the customer

5 © Copyright NetSuite Inc., All Rights Reserved. Traditional CRM Focused on Prospects not Customers + Lead Prospect Qualify Meet Quote Order Service Delivery Repurchase Suspect + + + + + + + + No orders, no transactions, no post-sale activities!

6 © Copyright NetSuite Inc., All Rights Reserved. Problem with Today’s CRM: NO “C” Nothing called “Customer” in most so-called CRM applications

7 © Copyright NetSuite Inc., All Rights Reserved. NetSuite CRM+: 360 ° View of Customer Complete Customer Lifecycle Management + Lead Prospect Qualify Meet Quote Order Service Delivery Repurchase Suspect + + + + + + + +

8 © Copyright NetSuite Inc., All Rights Reserved. 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 © Copyright NetSuite Inc., All Rights Reserved. Dashboards Provide Real-Time Visibility Across the Business Customers! Quotes & Orders! Sales-specific KPIs Industry’s Best Forecasting Actual Sales

10 © Copyright NetSuite Inc., All Rights Reserved. Benefit #2: Sell better, forecast better

11 © Copyright NetSuite Inc., All Rights Reserved. NetSuite CRM+ Provides Easy, Complete Sales Force Automation 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 *Source: Leading Independent Analyst Firm NetSuite Has Been Rated Highest in Core SFA Capabilities Versus Other Hosted CRM Systems*

12 © Copyright NetSuite Inc., All Rights Reserved. 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

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

14 © Copyright NetSuite Inc., All Rights Reserved. Benefit #3: Extend selling to online channels

15 © Copyright NetSuite Inc., All Rights Reserved. Extend CRM to the Web and to Partners The Web Is Now a Critical Channel CRM  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  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  Partner Management –Self-service website portals –Lead sharing, routing, & territory management –Joint sales process: update opportunities, forecasting visibility –“Front line” customer service

16 © Copyright NetSuite Inc., All Rights Reserved. Benefit #4: Improve marketing effectiveness

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

18 © Copyright NetSuite Inc., All Rights Reserved. Example: Results by Paid Search Keyword – Down to the Penny

19 © Copyright NetSuite Inc., All Rights Reserved. Benefit #5: Save money & hassles

20 © Copyright NetSuite Inc., All Rights Reserved. On-Demand: Manage Your Business, Not Your Software Manage It Yourself Style HARDWARE License Maintain Patch Replace DESKTOP OS License Maintain Patch Replace SERVER OS License Maintain Patch Replace DATABASE License Maintain Tune Upgrade APPLICATION License Back-up Upgrade Migrate On-Demand HARDWAREDESKTOP OSSERVER OSDATABASEAPPLICATION Subscribe

21 © Copyright NetSuite Inc., All Rights Reserved. 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 © Copyright NetSuite Inc., All Rights Reserved. Benefit #6: Future Option: Can use NetSuite to manage your back office too, for unprecedented integration

23 © Copyright NetSuite Inc., All Rights Reserved. One, Integrated System to Manage Your Entire Business

24 © Copyright NetSuite Inc., All Rights Reserved. “America’s Team” Proven Customer Success Revs > $2.0 BB NYSE: PGI Revs > $500 MM Revs > $1.6 BB

25 © Copyright NetSuite Inc., All Rights Reserved. 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 © Copyright NetSuite Inc., All Rights Reserved. Live Demonstration

27 © Copyright NetSuite Inc., All Rights Reserved. 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 © Copyright NetSuite Inc., All Rights Reserved. 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 + Lead Prospect Qualify Meet Quote Order Service Delivery Repurchase Suspect + + + + + + + +

29 © Copyright NetSuite Inc., All Rights Reserved. Questions?

30 © Copyright NetSuite Inc., All Rights Reserved.

31 EXTRA SLIDES

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

33 Customers Quotes & Orders Sales-specific KPIs Forecasting Actual Sales

34

35 © Copyright NetSuite Inc., All Rights Reserved. Forecasting Dashboard: At-a-glance KPI’s Highlight Key Metrics Sales Management Portlet With Expand/Collapse Pipeline & Forecast Funnel At-a-glance KPI Meter

36 © Copyright NetSuite Inc., All Rights Reserved. Sales Management Portlet

37 © Copyright NetSuite Inc., All Rights Reserved. Sales Management Portlet

38 © Copyright NetSuite Inc., All Rights Reserved. Sales Management Portlet

39 © Copyright NetSuite Inc., All Rights Reserved. Calculated Forecast Stage Status Worst Case Most Likely Upside

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