Welcome today I'm going to take on the persona of the sales rep and the sales manager to illustrate NetSuite crm. During the demonstration I will cover lead management, the customer 360 and sales management reporting. Prior to implementing naturally most companies faces similar set of business challenges. Most companies have a separate system to store and manage leaving customer information. Sales reps each manage their activities in their own way causing a lack of visibility for sales management. Now the inability to target existing customers and manage sales opportunities and that's what's going to allow you to auto apply the best promotion to increase customer satisfaction. NetSuite has developed a set of leading practices based on our work with thousands of customers over the last 20 years. These leading practices are delivered out of the box and are delivered on day one. They were built to address many of the common challenges we see and lead in customer management. From flexible work clothes that scale with your business to the built-in dashboards designed specifically to manage leads. And customers real-time dashboards gives management insight into marketing programs, sales rep activity, and active sales pipeline.
NetSuite integrated CRM solution gives you a 360-degree view of your customers which helps drive customer satisfaction. Here I am logged in with my sales rep role and on my dashboard, I can easily create with one click a new lead, an opportunity, a quote, or sales order I also have reminders of items I need to take action on. I can also keep up with top selling items as well as track key performance indicators. Now let's look at creating new leads. People can go to my website and in a request for information and that will create them as a lead in NetSuite. Leads can also be imported and manually entered. Here on the lead form I have entered in the basic contact information for a new lead, company information as well as a request for information. Once I click Submit it will create that information NetSuite for me and redirect them to your predefined website. If we go back to my dashboard in NetSuite, I can see that my leads have increased from five to six and I can go and drill into that to see my list of new leads. I see the lead that I created frying Suns restoration and I can drill into that new lead. When I look at that new lead, I can see that they've received an automated email thanking them for their interest for me and I can send them another email, or I can go ahead and schedule a follow-up phone call. Click on the new phone call button into the information to follow up go ahead and schedule it and see. I'll look at my activities now I can see on my calendar that scheduled phone call change it from month view to daily view and I can see that phone call scheduled for 10:00 a.m.
Now let's go look at our customer and see the customer 360 using the global search, I can easily find and locate my customers. Let's go look at oz incorporated. With the customer 360 I can see all the information that's related and associated to this customer all in one spot. I can see some basic and primary contact information for the customer as well as if I scroll down have many tabs to see additional data and information about the customer. Another communication in tabs I can see any interactions that I have with that customer. Under the activity sub tab I see I have a series of activities I have a few phone calls and events. Any messages that have been sent to the customer can be viewed here if I drill and I can actually see the actual specific information that says thank you very much for the interest in our company.
So history and audit trail of the interactions with that customer there was any files that we may need to attach and any user notes that we have regarding the customer internally. On the sales tab I can see the open-air past opportunities that it had with that customer, see which ones I have, one or maybe lost theirs well as any items that they have purchased and when they last purchase those items and how many of they bought. Under the relationships I can see if they have any sub subsidiaries or sub customers associated with them as well as any of the many different contexts they may have associated with that company. On the address tab I can see if they have multiple addresses with me, default shipping addresses, default billing addresses and additional adjusters as well financial. App tab is going to give us key information about their financial status with our company, terms, price levels, credit limits, what's their balance information, what's a snapshot of their aging, if they have any credit cards on the file.
That type of financial information is key to the customer as well as we can see marketing events. So what market events have they been a part of here a new product introduction and ad that we ran there subscribed to, billing information, marketing information, newsletters, product surveys, and update as well as we can see not only what we've sold them in the sales side of the CRM but also the support site for our business. We can see if they have support cases if those cases are being attended to escalated and if they've been completed. So with that full view of the customer we can see all of the key information as well as we can click and go see a customer dashboard for that specific customer. So all the information on this dashboard is means specific to that customer. We can see the customers main information, balance information, as well as key performance indicators for that customer. Their sales are up 25%, that's great news, forecast pipeline orders, unbilled orders. I can drill into the information as well so I can go in and look at their current or previous sales and see a specific sale by customer report and then be able to drill into the details on that and see that it's consisted of two different invoices. Now I've switched to my sales manager role.
Sales Manager has full visibility into their team's activity using real metrics and KPIs keep up-to-date on new opportunities by month or by day, track those new KPIs and performance indicators, new open opportunities, what is micelles gone up or down, as well as keeping tracking your top five sales reps by sales. From the shortcuts I get to my most commonly used screens and reports. Here let's take a look the sales activity by sales reps, summary report and I can see that Tracy and Mike have been active in creating activities. I can join into the details to see what activities Mike has completed and which customers he's working with and what transactions. I can even drill in and go look at the specific activity or the transaction as we know these reports they can be drilled into. They got to be printed they can be exported out to Excel, PDF, Word, they can also be emailed or scheduled. If we'd like to see this report on a consistent basis we can decide to go ahead and have it scheduled and sent to me at specific reoccurrences. Weekly, daily, monthly, depends on what you'd like.
From the sales manager dashboard we can look at a leads overview and look at an analysis of just how many leads were getting. When those quotes may be expiring and lead activity, seeing leads and prospects that haven't had sales activity in the last week, key performance indicators about my leads, and the activities on those leads. We can also look at in our opportunities overview, we can see great statistics on the opportunities that we're working, this sales pipeline, a charter of monthly new opportunities. Daily opportunities reminds us quickly adding a new opportunity, opportunities that don't have activity in the last week so we can follow up on them. It's a great way for sales management to track and stay on top of leads and opportunities inside of that suite. Now that you've seen how my company Netsuite efficiently manages part of these and customers let's discuss what this means for your business.
You can reduce duplicate efforts of input with real-time uploads of CRM information from our online lead forms and importer teams. There we increase decision-making capabilities due to better visibility and to leave prospect and customer information and trends you can increase sales and reporting through targeted marketing campaigns, promotional codes, and ROI analysis, use embedded CRM, and eliminates the need for multiple applications, and angular integration strategies, and tracking lead prospect and customer information. And remember once live on Netsuite leading practices there are plenty of advanced features and functionality to take advantage of when the time is right. So as your business grows NetSuite is there to scale with you.
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Welcome today I'm going to take on the persona of the sales rep and the sales manager to illustrate NetSuite crm. During the demonstration I will cover lead management, the customer 360 and sales management reporting. Prior to implementing naturally most companies faces similar set of business challenges. Most companies have a separate system to store and manage leaving customer information. Sales reps each manage their activities in their own way causing a lack of visibility for sales management. Now the inability to target existing customers and manage sales opportunities and that's what's going to allow you to auto apply the best promotion to increase customer satisfaction. NetSuite has developed a set of leading practices based on our work with thousands of customers over the last 20 years. These leading practices are delivered out of the box and are delivered on day one. They were built to address many of the common challenges we see and lead in customer management. From flexible work clothes that scale with your business to the built-in dashboards designed specifically to manage leads. And customers real-time dashboards gives management insight into marketing programs, sales rep activity, and active sales pipeline.
NetSuite integrated CRM solution gives you a 360-degree view of your customers which helps drive customer satisfaction. Here I am logged in with my sales rep role and on my dashboard, I can easily create with one click a new lead, an opportunity, a quote, or sales order I also have reminders of items I need to take action on. I can also keep up with top selling items as well as track key performance indicators. Now let's look at creating new leads. People can go to my website and in a request for information and that will create them as a lead in NetSuite. Leads can also be imported and manually entered. Here on the lead form I have entered in the basic contact information for a new lead, company information as well as a request for information. Once I click Submit it will create that information NetSuite for me and redirect them to your predefined website. If we go back to my dashboard in NetSuite, I can see that my leads have increased from five to six and I can go and drill into that to see my list of new leads. I see the lead that I created frying Suns restoration and I can drill into that new lead. When I look at that new lead, I can see that they've received an automated email thanking them for their interest for me and I can send them another email, or I can go ahead and schedule a follow-up phone call. Click on the new phone call button into the information to follow up go ahead and schedule it and see. I'll look at my activities now I can see on my calendar that scheduled phone call change it from month view to daily view and I can see that phone call scheduled for 10:00 a.m.
Now let's go look at our customer and see the customer 360 using the global search, I can easily find and locate my customers. Let's go look at oz incorporated. With the customer 360 I can see all the information that's related and associated to this customer all in one spot. I can see some basic and primary contact information for the customer as well as if I scroll down have many tabs to see additional data and information about the customer. Another communication in tabs I can see any interactions that I have with that customer. Under the activity sub tab I see I have a series of activities I have a few phone calls and events. Any messages that have been sent to the customer can be viewed here if I drill and I can actually see the actual specific information that says thank you very much for the interest in our company.
So history and audit trail of the interactions with that customer there was any files that we may need to attach and any user notes that we have regarding the customer internally. On the sales tab I can see the open-air past opportunities that it had with that customer, see which ones I have, one or maybe lost theirs well as any items that they have purchased and when they last purchase those items and how many of they bought. Under the relationships I can see if they have any sub subsidiaries or sub customers associated with them as well as any of the many different contexts they may have associated with that company. On the address tab I can see if they have multiple addresses with me, default shipping addresses, default billing addresses and additional adjusters as well financial. App tab is going to give us key information about their financial status with our company, terms, price levels, credit limits, what's their balance information, what's a snapshot of their aging, if they have any credit cards on the file.
That type of financial information is key to the customer as well as we can see marketing events. So what market events have they been a part of here a new product introduction and ad that we ran there subscribed to, billing information, marketing information, newsletters, product surveys, and update as well as we can see not only what we've sold them in the sales side of the CRM but also the support site for our business. We can see if they have support cases if those cases are being attended to escalated and if they've been completed. So with that full view of the customer we can see all of the key information as well as we can click and go see a customer dashboard for that specific customer. So all the information on this dashboard is means specific to that customer. We can see the customers main information, balance information, as well as key performance indicators for that customer. Their sales are up 25%, that's great news, forecast pipeline orders, unbilled orders. I can drill into the information as well so I can go in and look at their current or previous sales and see a specific sale by customer report and then be able to drill into the details on that and see that it's consisted of two different invoices. Now I've switched to my sales manager role.
Sales Manager has full visibility into their team's activity using real metrics and KPIs keep up-to-date on new opportunities by month or by day, track those new KPIs and performance indicators, new open opportunities, what is micelles gone up or down, as well as keeping tracking your top five sales reps by sales. From the shortcuts I get to my most commonly used screens and reports. Here let's take a look the sales activity by sales reps, summary report and I can see that Tracy and Mike have been active in creating activities. I can join into the details to see what activities Mike has completed and which customers he's working with and what transactions. I can even drill in and go look at the specific activity or the transaction as we know these reports they can be drilled into. They got to be printed they can be exported out to Excel, PDF, Word, they can also be emailed or scheduled. If we'd like to see this report on a consistent basis we can decide to go ahead and have it scheduled and sent to me at specific reoccurrences. Weekly, daily, monthly, depends on what you'd like.
From the sales manager dashboard we can look at a leads overview and look at an analysis of just how many leads were getting. When those quotes may be expiring and lead activity, seeing leads and prospects that haven't had sales activity in the last week, key performance indicators about my leads, and the activities on those leads. We can also look at in our opportunities overview, we can see great statistics on the opportunities that we're working, this sales pipeline, a charter of monthly new opportunities. Daily opportunities reminds us quickly adding a new opportunity, opportunities that don't have activity in the last week so we can follow up on them. It's a great way for sales management to track and stay on top of leads and opportunities inside of that suite. Now that you've seen how my company Netsuite efficiently manages part of these and customers let's discuss what this means for your business.
You can reduce duplicate efforts of input with real-time uploads of CRM information from our online lead forms and importer teams. There we increase decision-making capabilities due to better visibility and to leave prospect and customer information and trends you can increase sales and reporting through targeted marketing campaigns, promotional codes, and ROI analysis, use embedded CRM, and eliminates the need for multiple applications, and angular integration strategies, and tracking lead prospect and customer information. And remember once live on Netsuite leading practices there are plenty of advanced features and functionality to take advantage of when the time is right. So as your business grows NetSuite is there to scale with you.