Services firms typically cobble together and then juggle several different business applications —and numerous spreadsheets—to manage the intricacies of the services industry. It’s time to stop wasting precious resources managing multiple “silo” systems, NetSuite is the one intelligent, integrated, customizable application to unify your client management and business processes, increase visibility for better decision making, and extend processes to your clients for enhanced collaboration.
NetSuite manages the end-to-end lifecycle business processes in one system with marketing from suspect to lead, sales from prospect to proposal to contract, project tracking and billing throughout service delivery, support for products and services sold and upsell/add-on intelligence to ensure ongoing relationships with valued clients.
With complex billing and revenue recognition, NetSuite manages the intricacies of services financial management.
One integrated system (Accounting/ERP+CRM+Ecommerce) delivers a single, real-time view of the client across all projects, departments and locations.
NetSuite is designed from the ground up to run a services business.
NetSuite’s on-demand model provides lower cost and anytime/anywhere access.
Client-facing processes extend self-service via the Client Portal.
NetSuite is easily extended through SuiteFlex customization, Web services, and SuiteScript.
From senior executive or partner, through project manager, to technical consultant, NetSuite gives you role-specific Dashboards for real-time visibility into services forecasting, revenue, status of projects, project alerts, client support incidents and more. Dashboards help service-based companies keep a finger on the pulse of their business, freeing individuals to focus on the client to garner their business, deliver on promises, manage the engagement for profit and maximize client service.
KPIs, with tailorable period comparisons and out-of-tolerance notifications, give you a real-time, at-a-glance view of your projects and your company’s performance.
Real-time visibility of projects status, utilization, realization rates, support issues and more.
Saved searches give users rapid, repeatable ad hoc reports right on their dashboard.
Calendars for individual and group scheduling.
RSS content feeds from your choice of providers.
Real-time updates, direct drill down to greater detail and transaction management directly from the Dashboard.
CRM can make or break a services company, and a top analyst firm recently ranked NetSuite CRM services #1 in Sales Management, Forecasting, Opportunity Management and Dashboards. Why? Unlike standalone CRM applications, NetSuite CRM services is seamlessly integrated with financials and your back office systems, giving you a 360 degree view of the client.
One integrated system (Accounting/ERP+CRM+Ecommerce) delivers a single, real-time view of the client across all departments and all locations.
With closed-loop marketing, you can see revenues, costs and ROI for all campaigns in real-time.
NetSuite manages the complete lead to order process in-system.
NetSuite’ Service Item Catalogue lets you organize your portfolio of service offerings, facilitating the sales process. As prospects move to preferred clients, you can provide standard pricing to target segments and personalized pricing for recurring and contracted services. The Service Item Catalogue also manages discounting rules for accounts contracting volume or multiple services.
NetSuite automates the complete order to cash lifecycle with integrated order management serving as the critical pipeline between client facing CRM, PSA, and back office Accounting/ERP and financials. Order management integrated with Advanced Billing allows you to accurately account for projects. It also provides histories for inquiries, support and upsell and cross-sell of products and services.
You have visibility into multiple forecasts, such as calculated, upside case, base case, downside case, and override, enabling you to easily, accurately triangulate forecasts.
NetSuite is the only Web-based CRM system to offer commissions tracking, which is critical for motivating sales teams through real-time visibility, reduced errors, and accurate, timely payment. Managed in-system, integrated commissions reduce overhead in sales operations, and eliminates shadow tracking by sales representatives.
Financials are complex in any industry and often very complex for services providers. The stumbling block for most services companies is managing billing schedules, and ensuring compliance. Few financial packages provide these tools, forcing companies to manage these complexities offline in spreadsheets or in third party standalone packages. With NetSuite you have one financial system that manages accounting and complex billing—so there’s no more
double entry.
Quality of services and support can make or break a services company— both early on during implementation and over time for client satisfaction and retention. High levels of service can be costly, and that’s why NetSuite gives you the tools and a choice of channels to provide the right level of service to the right clients at the best cost.
Superior multi-channel service with all client interactions—live, online, e-mail and in-person—are tracked to a single client record.
NetSuite’s self-service Client Center gives clients low cost, high availability service 24/7 around the globe.
Getting Started
Leverage inoday methods, tools, and extensive experience with customer implementations across diverse industries and geographies. Tight integration across Consulting, Development, Support, and Global Delivery puts the entire inoday team behind your success. To learn more, contact inoday Consulting representative.