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NetSuite CRM+
Sirius Decision Briefing
Rob Israch, Senior Director Marketing
Vishrut Parikh, Director Product Marketing
Why NetSuite
NetSuite Overview
CRM Strategy: Beyond the Expected
NetSuite Marketing
Q & A
2011
Worlds most deployed
cloud business suite
2008/2009
First global cloud suite
First vertical cloud platform
2007
IPO on NYSE
Ticker: N
2000
First cloud business
suite
NetSuite History
1998
Founded by Larry Ellison
and Evan Goldberg
12,000+
organizations
 Approx100
countries
Record Revenue
22% YoY Annual Revenue Growth
$236.3
NetSuite: Worlds #1 Cloud Suite
Worlds most deployed cloud
business management solution
Used by 12,000+ organizations
Fastest growing top 10 ERP
Used across approx 100 countries
Top 10 Cloud Companies
to Watch
Founded 1998
Publicly traded on NYSE: N
Offices in 10 countries
1200+ employees
$236M revenue in FY11
#1 Cloud Business Suite Industry Recognition
Background Performance
Best Financial Management
Best Relationship Mgt.
Best Business Software
Best Cloud Platform
Fastest Growing
Top 10 FMS Vendor
3rd Year Running
NetSuite Front Office Recognition
Codie Awards
 Best Relationship Management Solution
 Best Ecommerce Solution
 Best Business Software Solution
 Best Cloud Infrastructure Solution
Gartner Magic Quadrant  2008-11 Ecommerce Visionary
 Evaluation based on Completeness of Vision & Ability to Execute
NetSuite CRM :
Beyond the Expected
Solution Overview
For mid-size companies to enterprises
NetSuite: modular cloud business suite
 CRM, Ecommerce, PSA, ERP
NetSuite OneWorld: global management
Industry-specific editions
SuiteCloud platform
 Wholesalers, Manuf., E-tail, High Tech, Pro. Services
Why is NetSuite CRM Better?
360 degree
view of
customer
Automated
lead to cash
process
Built in sales
alignment
Ecommerce
and Self
Service
Integrated
Marketing
Global
business
management
Beyond Traditional CRM
Advanced
Forecasting
Product Catalog
Service Catalog
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
MeetQuote
Order
Service Delivery
Repurchase
Suspect
+
+
+
+ +
+
+
+
360 View of the Customers
Real-time Visibility across Enterprise
 Real-time data on sales, customers and inventory
 Customer 360 view
 Single system to view all CRM, Marketing, Ecommerce, ERP
 Access data anywhere/anytime
Powered by the Cloud:
Mobility
Distributed workforce, outsourcing,
contingent workers, any device
Self-Service
Submit web based time and
expenses and purchase requests via the web
Self-serve customers, vendors, partners
Visibility from Anywhere
Real-time role based dashboards,
Self-service reporting and analytics
Personalized
B2B Upsell & Cross-Sell Engine
Product correlations
automatically generated
based on buying patterns
Sales / services able to
apply upsell & cross-sell
recommendations from
transactions or customer
record based on items
selected / purchased
Upsell / Cross-sell Wizard
walks through campaign
creation
 Build ideal target list to
market product X to
 Determine best offer for
customers who bought Y
B2C Upsell Management
Detailed Purchase History
 Mine past purchases
 Total sales value
Segmentation Tools
 Expression builder
 Complex queries
Promotions/Offers
 Track ROI on promotional
messages, offers, discounts
 Automated e-mail campaigns
Multi-Channel Campaign Tracking
 Real-Time Statistics & Complete ROI
Lead Prospect Quote/Order Invoice/Rev. Mgmt. Service Delivery Support Upsell/Renew
Quote-to-Order Processing & Deep
Product & Pricing Management
One click convert
 Opportunity to Quote
 Opportunity to Order
 Quote to Order
Team Selling
Product & Service Catalog
 Multi-location inventory, time &
materials, non-inventory items
 Serial no., lot management,
bar coding, bin management
 Grouping, kitting, assembly
items, work orders, BOMs
Price Levels & Billing
 Complex discounting rules
 Multiple price levels, per
customer pricing, multi-currency,
multi-tax
 Billing schedules
Managing Accurate Forecasting
Increase Forecast visibility
with 3 modes: calculated,
mood ring, scenario-based
Dashboard provides easy
view of quota/calculated/
override/actual
 Direct drill-down to detail
Multiple quotas, multiple
forecasts possible
 ex: 1st Year of Subscription vs. Total
Bookings
Forecast Accuracy reporting
against Actual Sales made
Lead Prospect Quote/Order Invoice/Rev. Mgmt. Implement Support Upsell/Renew
Incentive Compensation
Rep visibility
 Dashboard KPIs increment with
every order placed
 Actual and estimated commission
reports
Commission schedules
 Extensive Schedule
Formula
 Accelerators, spiffs, etc.
Multi-tiered plans
 Includes rep and multi-
level management
 Retro-active supports changes
 Products, services, percent,
margin, more
Partner Relationship Management
Incorporate External Channels into Internal Processes
 Partner Self-Service Portals
 Lead Sharing
 Dynamic routing rules
 Territory management
 Register via online portal
 Joint Sales Process
 Update opportunities
 Shared product/service
catalog with restrictions
 Forecasting visibility
 Front Line Customer Service
 Joint case/ticket management
 Knowledge base
 Incentive Compensation for Partners
 Same robust multi-tiered plan engine as internal sales can be applied to partners
Multi-Channel Support
E-mail Case Capture
Web Hosting,
Ecommerce,
Lead Forms
Phone Support
360 Degree View
Fast, Accurate Resolution
Upsell +
Cross-sell
Opportunities
Lead Prospect Quote/Order Invoice/Rev. Mgmt. Implement Support Upsell/Renew
CRM / ERP
Escalation to
Meet SLA
Shopping Cart and One-Page Checkout
Based on
industry best
practices for
shopping cart
and checkout
Includes Fully
Customizable
Forms
Powerful
customization
with rich library
of Web Store
Objects and
APIs
Ignite Site and Ignite WebApps
Ignite Site provides cutting
edge, interactive sites
Ignite WebApps allow
deep customization:
Ignite Commerce API:
 Shopper session,
customer object and more
Webstore Touch Points:
 Login / Logout
 Cart and Checkout
 Registration
 Customer Center
SuiteScript Server Pages
Customer Self-Service Portal &
Knowledge Base
Password protected access
View Personalized content
 Project status
 Outstanding quotes
 Order/contract status
 Pertinent documents
 Products purchased, easily
re-order items
Customer Service
 Enter trouble tickets / cases
 Support/service history
Knowledge Base & Solution
Management
 Search based on keyword etc.
AMERICAS APACEMEA
Worldwide HQ
Global Business Management
ECOMMERCE
PSA
ERP
CRM+SINGLE DATA
SOURCE
Marketing
Managing Accurate Forecasting
Optimizing Programs with Real-time ROI Reporting
Performing Customer Segmentation with Universal Database
Target Campaigns Precisely Across Customer Lifecycle
Providing Sales with Real-time Ecommerce / Lead Information
Customizable Solution and SDN Network to Expand Capabilities
Optimizing with Real-time ROI Reporting
Stay on Top of Performance by Measuring Lead Contribution
Across Sources
Improve Lead Quality by Getting Visibility in to Real
Revenue Contribution by Program
Save Time and Improve Accuracy with Built-In Real-time
Reporting
Tracking Your Program Performance
Dashboards and KPIs
 Get a Quick Read on Performance from Your Home
Dashboard
 KPIs available  from standard reports
 Custom KPIs  from saved searches
Standard KPI's
Custom KPIs
from Searches
Tracking Your Program Performance
Lead Source Analysis
 Understand Lead Performance Across Your Program Mix
 Run Reports in Real-time
 Select Date Range and Format. Data Exportable
 Drill Down to Understand Status
Tracking Your Program Performance
Sales by Lead Source
 View Revenue Generated from Marketing Programs
 Run Reports in Real-time
 Select Date Range and Format. Data Exportable
 Drill Down to Understand Status
Tracking Your Program Performance
Almost Endless Customization Possible
Campaign Response Summary
 View key campaign performance statistics
 Summary and detail views
Analyzing Your Campaign Performance
Campaign ROI Analysis
 Profit = $ from lead source  program cost
 ROI = Profit / program cost
Analyzing Your Campaign Performance
Measuring Your Paid Keyword Performance
 Understand Lead and Revenue Performance by Keywords
NetSuites Universal Database
One Complete Repository of All Lead and Customer Interactions
All Information Accessible in Real-Time
All Data Sets Available Across Complete Customer Lifecycle
All Target Groups Can Be Dynamic and Static
Allows You to Perform Segmentation Analysis and Target By:
 Lead Count
 Opportunity Conversion
 Customer & Revenue
Conversion
 Lead Source
 Campaign Category
 Demographics
 Lead Date
 Campaign Response
 Offers
 Transaction Types
 Anything Thats In NetSuite
Tying CRM to Ecommerce
Create Forms, Web Sites, and Web Stores Within NetSuite
All Web Site Activity Tied from Lead Through Purchase
Sales Reps Get Real-time Visibility in to All Web Activity
Tying CRM to Ecommerce
Create Forms, Web Sites, and Web Stores Within NetSuite
All Web Site Activity Tied from Lead Through Purchase
Sales Reps Get Real-time Visibility in to All Web Activity
Tying CRM to Ecommerce
Create Web Sites, Forms, and Web Stores Within NetSuite
All Web Site Activity Tied from Lead Through Purchase
Sales Reps Get Real-time Visibility in to All Web Activity
SuiteSocialmaking business data social
CEO
CFO
Sales Rep/
Manager
Support
Manager
Ecommerce
Manager
Project
Manager
息 NetSuite Inc. 2011
Social
SuiteApps
Financials
Sales
Service
Marketing
Projects
Ecommerce
SuiteSocial
Framework
Transactions
 E.g. orders,
opportunities,
invoices
Master data
 Customers
Dashboards
SuiteSocial Open Framework Orchestrates
Social Collaboration
Group Collaboration Around NetSuite
Transactions and Master Data
 Instantly collaborate with co-workers, customers, and partners
from the NetSuite record
Platform
SuiteCloud Platform:
Complete Customization & Development
Graphical customization
Workflow management
Open scripting
Web services
Analytics
Lifecycle management
息 NetSuite 2010 45
5,000+ Developers
150+ Select Partners
1,000+ SuiteApps
SuiteFlow: Business Process Customization
with Clicks, Not Code
 Workflow
orchestrates
business processes
 Initiated on any
customizable record
across back-office &
front-office (invoice,
SO, customer, lead,
campaign, case,
time, expense etc.)
Decision-tree branching, time-based delays or state transitions all handled
through graphical user interface
Custom objects can be embedded in workflows or serve as main record to
trigger workflow process
Can embed SuiteScript within workflow to call web services of other
applications or perform even more complex actions
SuiteFlow: Customer Usage Examples
息 NetSuite 2010 47
Shareholder
Representative
Services (SRS):
Case Categorization &
Lifecycle SuiteFlow
ESET:
Fraudulent Order
Management &
Customer
Notification
SuiteFlow
Thanks!discussion / follow up

More Related Content

Net suite+crm+++customer+presentation[1]

  • 1. NetSuite CRM+ Sirius Decision Briefing Rob Israch, Senior Director Marketing Vishrut Parikh, Director Product Marketing
  • 2. Why NetSuite NetSuite Overview CRM Strategy: Beyond the Expected NetSuite Marketing Q & A
  • 3. 2011 Worlds most deployed cloud business suite 2008/2009 First global cloud suite First vertical cloud platform 2007 IPO on NYSE Ticker: N 2000 First cloud business suite NetSuite History 1998 Founded by Larry Ellison and Evan Goldberg 12,000+ organizations Approx100 countries
  • 4. Record Revenue 22% YoY Annual Revenue Growth $236.3
  • 5. NetSuite: Worlds #1 Cloud Suite Worlds most deployed cloud business management solution Used by 12,000+ organizations Fastest growing top 10 ERP Used across approx 100 countries Top 10 Cloud Companies to Watch Founded 1998 Publicly traded on NYSE: N Offices in 10 countries 1200+ employees $236M revenue in FY11 #1 Cloud Business Suite Industry Recognition Background Performance Best Financial Management Best Relationship Mgt. Best Business Software Best Cloud Platform Fastest Growing Top 10 FMS Vendor 3rd Year Running
  • 6. NetSuite Front Office Recognition Codie Awards Best Relationship Management Solution Best Ecommerce Solution Best Business Software Solution Best Cloud Infrastructure Solution Gartner Magic Quadrant 2008-11 Ecommerce Visionary Evaluation based on Completeness of Vision & Ability to Execute
  • 7. NetSuite CRM : Beyond the Expected
  • 8. Solution Overview For mid-size companies to enterprises NetSuite: modular cloud business suite CRM, Ecommerce, PSA, ERP NetSuite OneWorld: global management Industry-specific editions SuiteCloud platform Wholesalers, Manuf., E-tail, High Tech, Pro. Services
  • 9. Why is NetSuite CRM Better? 360 degree view of customer Automated lead to cash process Built in sales alignment Ecommerce and Self Service Integrated Marketing Global business management
  • 11. Advanced Forecasting Product Catalog Service Catalog 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 MeetQuote Order Service Delivery Repurchase Suspect + + + + + + + + 360 View of the Customers
  • 12. Real-time Visibility across Enterprise Real-time data on sales, customers and inventory Customer 360 view Single system to view all CRM, Marketing, Ecommerce, ERP Access data anywhere/anytime
  • 13. Powered by the Cloud: Mobility Distributed workforce, outsourcing, contingent workers, any device Self-Service Submit web based time and expenses and purchase requests via the web Self-serve customers, vendors, partners Visibility from Anywhere Real-time role based dashboards, Self-service reporting and analytics Personalized
  • 14. B2B Upsell & Cross-Sell Engine Product correlations automatically generated based on buying patterns Sales / services able to apply upsell & cross-sell recommendations from transactions or customer record based on items selected / purchased Upsell / Cross-sell Wizard walks through campaign creation Build ideal target list to market product X to Determine best offer for customers who bought Y
  • 15. B2C Upsell Management Detailed Purchase History Mine past purchases Total sales value Segmentation Tools Expression builder Complex queries Promotions/Offers Track ROI on promotional messages, offers, discounts Automated e-mail campaigns Multi-Channel Campaign Tracking Real-Time Statistics & Complete ROI Lead Prospect Quote/Order Invoice/Rev. Mgmt. Service Delivery Support Upsell/Renew
  • 16. Quote-to-Order Processing & Deep Product & Pricing Management One click convert Opportunity to Quote Opportunity to Order Quote to Order Team Selling Product & Service Catalog Multi-location inventory, time & materials, non-inventory items Serial no., lot management, bar coding, bin management Grouping, kitting, assembly items, work orders, BOMs Price Levels & Billing Complex discounting rules Multiple price levels, per customer pricing, multi-currency, multi-tax Billing schedules
  • 17. Managing Accurate Forecasting Increase Forecast visibility with 3 modes: calculated, mood ring, scenario-based Dashboard provides easy view of quota/calculated/ override/actual Direct drill-down to detail Multiple quotas, multiple forecasts possible ex: 1st Year of Subscription vs. Total Bookings Forecast Accuracy reporting against Actual Sales made Lead Prospect Quote/Order Invoice/Rev. Mgmt. Implement Support Upsell/Renew
  • 18. Incentive Compensation Rep visibility Dashboard KPIs increment with every order placed Actual and estimated commission reports Commission schedules Extensive Schedule Formula Accelerators, spiffs, etc. Multi-tiered plans Includes rep and multi- level management Retro-active supports changes Products, services, percent, margin, more
  • 19. Partner Relationship Management Incorporate External Channels into Internal Processes Partner Self-Service Portals Lead Sharing Dynamic routing rules Territory management Register via online portal Joint Sales Process Update opportunities Shared product/service catalog with restrictions Forecasting visibility Front Line Customer Service Joint case/ticket management Knowledge base Incentive Compensation for Partners Same robust multi-tiered plan engine as internal sales can be applied to partners
  • 20. Multi-Channel Support E-mail Case Capture Web Hosting, Ecommerce, Lead Forms Phone Support 360 Degree View Fast, Accurate Resolution Upsell + Cross-sell Opportunities Lead Prospect Quote/Order Invoice/Rev. Mgmt. Implement Support Upsell/Renew CRM / ERP Escalation to Meet SLA
  • 21. Shopping Cart and One-Page Checkout Based on industry best practices for shopping cart and checkout Includes Fully Customizable Forms Powerful customization with rich library of Web Store Objects and APIs
  • 22. Ignite Site and Ignite WebApps Ignite Site provides cutting edge, interactive sites Ignite WebApps allow deep customization: Ignite Commerce API: Shopper session, customer object and more Webstore Touch Points: Login / Logout Cart and Checkout Registration Customer Center SuiteScript Server Pages
  • 23. Customer Self-Service Portal & Knowledge Base Password protected access View Personalized content Project status Outstanding quotes Order/contract status Pertinent documents Products purchased, easily re-order items Customer Service Enter trouble tickets / cases Support/service history Knowledge Base & Solution Management Search based on keyword etc.
  • 24. AMERICAS APACEMEA Worldwide HQ Global Business Management ECOMMERCE PSA ERP CRM+SINGLE DATA SOURCE
  • 26. Managing Accurate Forecasting Optimizing Programs with Real-time ROI Reporting Performing Customer Segmentation with Universal Database Target Campaigns Precisely Across Customer Lifecycle Providing Sales with Real-time Ecommerce / Lead Information Customizable Solution and SDN Network to Expand Capabilities
  • 27. Optimizing with Real-time ROI Reporting Stay on Top of Performance by Measuring Lead Contribution Across Sources Improve Lead Quality by Getting Visibility in to Real Revenue Contribution by Program Save Time and Improve Accuracy with Built-In Real-time Reporting
  • 28. Tracking Your Program Performance Dashboards and KPIs Get a Quick Read on Performance from Your Home Dashboard KPIs available from standard reports Custom KPIs from saved searches Standard KPI's Custom KPIs from Searches
  • 29. Tracking Your Program Performance Lead Source Analysis Understand Lead Performance Across Your Program Mix Run Reports in Real-time Select Date Range and Format. Data Exportable Drill Down to Understand Status
  • 30. Tracking Your Program Performance Sales by Lead Source View Revenue Generated from Marketing Programs Run Reports in Real-time Select Date Range and Format. Data Exportable Drill Down to Understand Status
  • 31. Tracking Your Program Performance Almost Endless Customization Possible
  • 32. Campaign Response Summary View key campaign performance statistics Summary and detail views Analyzing Your Campaign Performance
  • 33. Campaign ROI Analysis Profit = $ from lead source program cost ROI = Profit / program cost Analyzing Your Campaign Performance
  • 34. Measuring Your Paid Keyword Performance Understand Lead and Revenue Performance by Keywords
  • 35. NetSuites Universal Database One Complete Repository of All Lead and Customer Interactions All Information Accessible in Real-Time All Data Sets Available Across Complete Customer Lifecycle All Target Groups Can Be Dynamic and Static Allows You to Perform Segmentation Analysis and Target By: Lead Count Opportunity Conversion Customer & Revenue Conversion Lead Source Campaign Category Demographics Lead Date Campaign Response Offers Transaction Types Anything Thats In NetSuite
  • 36. Tying CRM to Ecommerce Create Forms, Web Sites, and Web Stores Within NetSuite All Web Site Activity Tied from Lead Through Purchase Sales Reps Get Real-time Visibility in to All Web Activity
  • 37. Tying CRM to Ecommerce Create Forms, Web Sites, and Web Stores Within NetSuite All Web Site Activity Tied from Lead Through Purchase Sales Reps Get Real-time Visibility in to All Web Activity
  • 38. Tying CRM to Ecommerce Create Web Sites, Forms, and Web Stores Within NetSuite All Web Site Activity Tied from Lead Through Purchase Sales Reps Get Real-time Visibility in to All Web Activity
  • 42. Group Collaboration Around NetSuite Transactions and Master Data Instantly collaborate with co-workers, customers, and partners from the NetSuite record
  • 44. SuiteCloud Platform: Complete Customization & Development Graphical customization Workflow management Open scripting Web services Analytics Lifecycle management
  • 45. 息 NetSuite 2010 45 5,000+ Developers 150+ Select Partners 1,000+ SuiteApps
  • 46. SuiteFlow: Business Process Customization with Clicks, Not Code Workflow orchestrates business processes Initiated on any customizable record across back-office & front-office (invoice, SO, customer, lead, campaign, case, time, expense etc.) Decision-tree branching, time-based delays or state transitions all handled through graphical user interface Custom objects can be embedded in workflows or serve as main record to trigger workflow process Can embed SuiteScript within workflow to call web services of other applications or perform even more complex actions
  • 47. SuiteFlow: Customer Usage Examples 息 NetSuite 2010 47 Shareholder Representative Services (SRS): Case Categorization & Lifecycle SuiteFlow ESET: Fraudulent Order Management & Customer Notification SuiteFlow

Editor's Notes

  • #4: Backup for worlds most deployed.PaulThe only other major cloud solutions are SAP BBD (<1000 customers), Intacct (<5000 customers)According to Gartner NetSuite is the most successful ERP suite SaaS provider operating in terms of active customers, international presence and functionality offered across the product. June 2011According to April Gartner market share report, no other cloud ERP vendors with larger revenue
  • #6: If youre not familiar with NetSuite: NetSuite offers a complete business management solution all running in the cloud at NetSuites data center. Weve experienced dramatic growth since our founding in 1998 growing double digits Were on the vanguard of cloud computing as it gains acceptance in the enterprise just recently we entered the Top 10 financial management / ERP solutions according to Gartner and IDC. Our cloud business management solution runs mission critical applications across finance, CRM and Ecommerce for over 6,600 companies small and medium size businesses, and divisions of global enterprises., A key foundation to NetSuites success is the architecture, performance, security, and reliability of our data center .It provides a level of performance that is practically and economically impossible for a business to achieve with in house/on premise business applications In this presentation youll hear what you can expect from NetSuites data center, why you can trust NetSuite to run your business processes in the cloud, and how NetSuite sets the benchmark for the cloud data center.
  • #41: Add people to the actions (ex: sales rep, AP etc.)
  • #48: SRS has created workflows to manage support case assignment and enforce different business rules for each type of case. Their main workflow categorizes cases based on the inbound email address or properties of the case form, and assigns them to a particular queue. This workflow has 4 states, each with a separate function such as evaluation, categorization, or starting another workflow.Once in a queue, a separate workflow manages the lifecycle of each case, including the custom form, field visibility, and approval routing.Using workflow allows them to clearly segment/organize their business processes, and provides easy flexibility and scalability - they have a 3-level categorization of case queues, so they can modify and add to this categorization without having to change the main routing process. As they create new queues, they can add a workflow to manage the unique business process for each one.ESET has created a couple of workflows to handle potentially fraudulent sales orders. Their main workflow integrates through SuitePayments with Cybersource Decision Manager (a partner of ours) which identifies orders that may be fraudulent (based on address/credit card info). The workflow sends scheduled emails to the customer to try to resolve the order's status. The workflow operates on the sales order record, and there are 7 states that send emails to the customer, wait for responses, and eventually confirm orders as fraudulent, if appropriate. In that case, a second workflow takes care of marking the customer as fraudulent and removing their license and login access.Using workflow eliminates the possibility of user error and automates a process that incurred labor expense- previously it was managed manually by the finance team. This business process is important because it reduces unnecessary costs caused by processing fraudulent orders.