Table of contents
Finding a robust CRM solution is an essential consideration for modern businesses. However, with so many options out there, choosing the right tool takes time. Salesforce CRM and NetSuite CRM are two of the most popular CRM software solutions on the market, so we have put them head-to-head to see which is the best, so you don't have to.
This piece will compare each CRM system across various features and functions. By the end of the article, you should have a good idea of which solution is best for your unique business needs.
Salesforce CRM vs. NetSuite CRM: Which CRM Software Is for You?
When it comes to cloud-based business software, NetSuite and Salesforce are two of the biggest names out there. While NetSuite is perhaps best known for its ERP software solutions, NetSuite CRM is a credible alternative to Salesforce to help you manage deals, customers, marketing campaigns, and more.
There are a lot of elements that go into deciding on the right CRM software. It's not as simple as just picking the best one. Some of the factors that you should consider are:
- Your business size
- The average length of your sales cycle
- The products or services you provide
- Your goals and business objectives
- Whether you need additional functions beyond what CRM software can do.
Understanding your precise needs is impossible without taking a deep dive into your business. Seller Universe provides consulting services for NetSuite ERP and CRM software that can help you understand exactly how this software can transform your business operations.
Salesforce vs. NetSuite: Which Is the Best Customer Relationship Management (CRM) Solution?
Investing in a CRM system is a big decision. You need the right information and an awareness of your business processes, needs, and objectives. However, if you want to compare NetSuite with Salesforce, there is something we need to address immediately.
Oracle NetSuite is more than just CRM software. It also provides online ERP solutions alongside HR and business finance tools. The scope of the NetSuite ERP functions extends far beyond customer relationship management, so any NetSuite vs. Salesforce comparison must first acknowledge this point.
As such, we'll compare the features offered by NetSuite CRM with Salesforce Sales Cloud so that it's a fair fight.
1. Salesforce vs. NetSuite: Product Overviews
Salesforce Sales Cloud
Salesforce CRM has three major parts: Sales Cloud, Service Cloud, and Marketing Cloud.
Salesforce Sales Cloud is a sales, marketing, and customer success solution. It's ideal for B2B and B2C organizations of any size. It offers:
- Powerful sales forecasting tools
- Lead management
- Contact management
- Email integration
- Sales collaboration tools
Sales Cloud is adaptable and customizable and boasts AI-driven insights and excellent performance tracking.
NetSuite CRM
NetSuite CRM is a cloud-based solution for sales and marketing teams. Its primary benefits are that it provides a real-time view of customers with a continuous flow of important sales data. Some powerful functions the software possesses are:
- Marketing automation
- Sales force automation
- Quotes
- Order management
NetSuite CRM is intuitive to use and accessible from anywhere via mobile and desktop devices. It offers teams pinpoint forecasting tools and seamless eCommerce integrations. Like other NetSuite properties, it's highly customizable and perfect for third-party integrations.
2. Salesforce vs. NetSuite: Customer Management
Salesforce CRM software offers an excellent overview of key customer details. It provides a single platform to manage all customer interactions and communications, eliminating data silos and providing excellent collaboration opportunities. Additionally, it can integrate with a variety of social media platforms and offer valuable insights.
NetSuite CRM gives users real-time information to help with customer and opportunity management. By providing a single source of truth, teams can track data and communication with prospects, leads, and customers, resulting in a better sales process and increased customer satisfaction.
3. Salesforce vs. NetSuite: Artificial Intelligence Tools
One of the most notable features of Sales Cloud is its use of AI-based tools to support and analyze your campaigns. Its AI CRM assistant, Einstein, can help manage campaign performance, offer sales insights, and automate core business processes.
NetSuite CRM doesn't currently use AI. However, you can use the tool to automate business processes and perform insightful data analysis. As such, the end results are comparable.
4. Salesforce vs. NetSuite: Sales Performance Management
Sales Cloud offers excellent tools for monitoring the performance of your salespeople. Real-time leaderboards and sales forecasting capabilities, alongside Einstein AI's predictive analysis mean it's a powerful tool for sales teams.
NetSuite CRM uses probability-based forecasting to identify orders and sales opportunities. Some of the valuable features for sales teams are accurate predictions for sales closes and projected deal sizes. Overall, it's an excellent tool for helping sales managers know where they need to focus their energies for maximum efficiency.
5. Salesforce vs. NetSuite: Email Integration
Sales Cloud offers seamless integration with Outlook and Gmail. You can sync your inbox, calendars, and mobile device with the platform to get a thorough overview of your sales activities and progress. Salesforce Inbox is also available with Service Cloud and helps you log emails and events within the CRM platform.
If you want to integrate NetSuite CRM with tools like Outlook and Gmail, you need to use third-party integrations. While this functionality requires an extra step, it allows you to sync contacts, calls, events, and more.
6. Salesforce vs. NetSuite: Collaboration Tools
Sales Cloud is an excellent tool for team collaboration. The CRM solution is perfect for staying up-to-date with sales and marketing teams and keeping an eye on projects.
While NetSuite CRM doesn't feature in-built collaboration tools, centralized data helps teams boost efficiency and collaboration. When combined with existing internal communication tools, NetSuite CRM users are well covered.
7. Salesforce vs. NetSuite: Sales Quotes, Invoices, and Orders
Sales Cloud offers excellent quote features that allow users to automatically populate a quote with customer data and quickly generate a PDF. However, it loses points be overuse it lacks out-of-the-box quote-to-cash functions. To unlock these features, you'll need to purchase add-ons.
Netsuite CRM, on the other hand, provides sophisticated tools to turn quotes into sales orders easily. The CRM solution was designed to make the sales process seamless and efficient, with lots of time-saving features, like recommendations based on buying data. Automated workflows, online approvals, and a whole host of rules based on pricing, tax, and shipping make NetSuite CRM the superior option for order management.
8. Salesforce vs. NetSuite: Partner Management
Sales Cloud offers decent partner management functions, such as recruiting, onboarding, and training for partners, as well as collaborative marketing campaigns. Customizable channel programs and KPI tracking are other useful features.
NetSuite CRM offers enhanced partner management thanks to the real-time flow of information that creates high visibility and boosts collaboration. Offering full control over the partner sales and marketing process, NetSuite CRM provides an excellent pipeline between you and your partners, improving lead generation, sales forecasting, order processing, and even royalty and commission management.
9. Salesforce vs. NetSuite: Business Process Automation
Automating business processes is vital for boosting sales and marketing efficiency. Salesforce offers Process Builder, which is a visual, drag-and-drop tool to help automate a variety of business operations.
As you might expect, NetSuite CRM offers similarly powerful automation functions. A graphical point-and-click tool helps users quickly and easily automate a range of business processes, like lead generation, purchase order approvals, and more.
10. Salesforce vs. NetSuite: Integrations
Salesforce was designed to offer seamless integration with a wide variety of third-party software. It can connect with your ERP software, accounting software, document management tools, eCommerce platforms, CRM systems, and social media accounts.
NetSuite CRM is a highly flexible tool that offers lots of integration options with third-party tools and other modules in the NetSuite ecosystem. You can also connect NetSuite CRM with your website and build custom mobile applications. NetSuite integration possibilities are endless if you work with a NetSuite developer.
11. Salesforce vs. NetSuite: Reporting Tools
Sales Cloud offers users some excellent reporting tools. You can build custom dashboards and reports with sophisticated filters, groupings, and drag-and-drop fields. Users can access a whole host of metrics and data, like sales performance, opportunity management, and customer management and communication.
NetSuite CRM excels due to its highly customizable, real-time reports and dashboards. Sales managers can monitor pipeline data, forecasts, and sales performance alongside marketing and customer service data. With support for web analytics, lead conversion, and customer acquisition rates, NetSuite CRM offers organizations everything they need for a detailed overview of their sales and customer support operations.
12. Salesforce vs. NetSuite: Marketing Automation
Sales Cloud lacks marketing automation capabilities out of the box. You can purchase the Sales Engage add-on to unlock personalized messaging to clients. This tool provides users with a user-friendly dashboard with strong performance tracking capabilities, campaign templates, and, most interestingly, real-time alerts and history about prospects.
NetSuite CRM offers excellent marketing automation functionality as a standard. Teams can create multiple campaigns for direct mail and events, track them, and analyze them inside the platform. Additionally, marketing teams can get their campaigns out quickly with a range of pre-built templates available.
What's more, advanced segmentation tools allow teams to benefit from personalization. Finally, NetSuite CRM also provides database management and an auto-unsubscribe option that can meet data compliance needs.
13. Salesforce vs. NetSuite: Visualizations
Sales Cloud supports a considerable amount of visualization and allows you to build detailed charts to boost visibility and reporting. While it might not match the quality of other third-party visualization data, it's a useful built-in feature.
NetSuite CRM does not come packaged with visualization tools. However, you can unlock these capabilities if you integrate with SuiteApp's Analytics dashboard. Again, NetSuite CRM's flexibility does allow integration with your favorite visualization tools if presenting data in an accessible way is a central part of your work.
14. Salesforce vs. NetSuite: Landing Pages
Sales Cloud lacks out-of-the-box capabilities for landing pages and sales forms. You can access these critical lead-generation tools by purchasing the Marketing Cloud add-on.
However, considering how crucial this functionality is to collecting customer data, especially in an era where third-party data is becoming more tightly regulated, Sales Cloud customers are missing out.
NetSuite CRM offers users the ability to create forms and landing pages with an intuitive drag-and-drop interface. This feature lets organizations capture revenue-driving lead management information from websites and search engines. Automated lead management delivers pertinent information to your sales representatives, increasing revenue and conversions.
15. Salesforce vs. NetSuite: Conclusion
While Salesforce is currently the more popular CRM system, the tide is slowly turning. In large part, this is due to the myriad features that NetSuite CRM offers. Some big reasons businesses choose NetSuite over Salesforce are excellent data control and customer management. Additionally, it offers more opportunities to scale your business and integrate with NetSuite ERP.
NetSuite's stability and high level of customization options make it the more flexible tool. However, the drawback of extra features and functions is a steep learning curve. However, with the right training and support, NetSuite software allows you to achieve better business outcomes, sales, and customer satisfaction.
NetSuite CRM is the best choice for small to medium-sized businesses that want to collect and use data to boost performance, visibility, and decision-making.
Final Thoughts
Customer relationship management is essential for driving sales and retaining customers. NetSuite CRM and Salesforce Sales Cloud offer businesses practical tools for nurturing leads, monitoring sales performance, and taking care of the various communication and administrative tasks required to drive revenue.
Seller Universe provides experience and expert advice for organizations that want to unlock the benefits of CRM systems, including increased sales, customer satisfaction, and loyalty.
Get in touch today to learn how NetSuite software can help you bring your customer and partner management to the next level.
