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NetSuite CRM Software Overview











NetSuite CRM Software Overview

Sales Force Automation
Offline Sales Client


Offline Sales Client

You never know where a sales call will take you. But what if you can’t find an Internet connection while traveling? Regardless of whether or not they have readily available online access, your sales representatives need to stay productive while on the road.

With the Offline Sales Client in NetSuite CRM+, sales people can access and update their leads, prospects, customers and contacts without Internet access. They can even create new records. They can also access opportunity management features, giving them the power to edit key details such as status, probability of close, projected amount and expected close.



Benefits:
  • Keep your sales force connected and productive, regardless of whether team members are online or offline.
  • Enable sales force representatives to update, create, or edit records to reflect changes in the opportunity pipeline.
  • Benefit from seamless upgrades when new versions of the application are released.


Features:
  • Update records for leads, prospects, customers and contacts while offline.
  • Drill down into records, or create new records.
  • Use opportunity management features and edit key details.
  • View quotes, orders and invoices within tabs.
  • Use the activities dashboard to access task and phone call lists, quick-add portlets and advanced searches.
  • Upgrade to new versions seamlessly, without having to recreate databases or ship CDs to remote users.