As part of an ERP, there is a module called CRM (Customer Relationship Management) that is responsible for managing customer relationships, a part of this management is the activities (tasks, calls, meetings, etc.) a great unknown but no less important management of the most valuable, time.
A NetSuite implementation offers a series of tools and facilities to carry out the management of the different activities, which we will now list and detail along with their most outstanding characteristics.
Table of Contents
How to manage time with a CRM
Events/meetings: Correct planning of events/meetings is mandatory, the attendees, the place, the date and time and the resources are necessary so that time is not wasted, with a NetSuite consultant you can plan them based on their availability, the from your colleagues or with the necessary resources, if the entire sales network is organized there will be no conflicts.
Tasks: They represent the actions that we must carry out at a certain moment, for example, prepare an offer and send it to the client or assign a job to someone and remember it over time. Tasks have priorities and statuses so they can be tracked later.
Calls: Do not remember that you have to call, “record it”, the loss of a call, which may seem inconsequential, can lose a possible sale and your seriousness will be compromised. The NetSuite CRM platform can give you sufficient notice of the next call, and can even dial the number automatically if your telephony configuration allows it.
Calendar: All activities can be scheduled within the NetSuite CRM calendar, and can be synchronized with the Outlook calendar if necessary. The system can be programmed to notify when a task/event/call has been scheduled, being able in turn to send an email message or display a reminder window, from the same calendar you can access the activity.
All activities are managed from a single platform or a NetSuite mobile app, which shares times, spaces, and clients, in addition, you can have a control panel with all the activities in view, through which you can see your workload for different periods of time Finally, the system also allows you to create visit routes to further optimize time and offers you a wide range of statistics to evaluate your profitability.
There are a lot of NetSuite apps where you can manage your NetSuite CRM activities.
