CRM QuickView is an invaluable NetSuite add-on that provides instant customer insights and metrics right within account records. It enhances NetSuite's built-in CRM capabilities for more informed and productive customer interactions.

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Key benefits include:

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• At-a-glance visibility into the last customer contact date, planned follow-up activities, days since last contact and other KPIs on account records to enable more meaningful engagements

• Detailed per-customer activity analysis on sales opportunities, estimates, orders, invoices, support tickets and more to understand relationship history

• Customisable dashboard views of key customer metrics for sales managers to optimise decision-making

• In-depth order analysis including last opportunity, estimate, sales order and invoice details

• Instant access to actionable data within NetSuite screens to eliminate toggling between reports and records

• Freeing up sales managers from manual reporting so they can focus on high-value activities

 

By surfacing key customer details and trends directly within NetSuite account records, CRM QuickView transforms customer engagement and productivity. Sales and services teams are empowered with comprehensive, real-time customer intelligence to have more relevant, timely conversations.

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Additionally, sales management has the customer insights they need without having to pull manual reports. This enables faster, data-driven decisions on sales activities, promotions and customer strategy.

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With CRM QuickView enhancing NetSuite's CRM capabilities, organisations can build deeper customer relationships, boost satisfaction through personalised interactions, and ultimately drive sales performance.