NetSuite, Inc. announced the launch of its new NetCRM-Services Edition, a CRM software solution designed specifically to meet the needs of service businesses. Services-based companies have CRM needs which go outside of the range of traditional CRM applications targeting the management of sales opportunities.

In addition to mainstay features, the new Services Edition provides a host of services-specific features, including:

  • Services Sales Management: Management of the complete sales cycle with complete end-to-end sales management and service planning with a single view of the client.
  • Services Item Catalog: Catalog of a services portfolio, including flexible client-specific price levels and discounting rules based on packages or units purchased for new prospect sales and recurring sales .
  • Project/Job Tracking: Management and tracking of multiple project or job types, with ability to link multiple-project jobs and sub-projects with customers as well as with opportunities.
  • Advanced Calendaring and Activity Time Tracking: Powerful group calendaring capabilities, enabling the smooth flow of business processes. Full activity time tracking linked at the client level, enabling individual management of schedules and managerial access.
  • Client Self-Service Center: Clients easily stay informed of the latest project status, past bookings, outstanding quotes, and even client-specific shared documents within a secure password-protected center. Clients have access to searchable knowledge base, FAQs and a trouble ticket system.
  • Service Personnel Specific Dashboards: Role-specific Dashboards for real-time visibility into services forecasting, revenue, status of projects, project alerts, client support incidents and more.
  • Document Management: Storage of a variety of file types, including MS Word, MS Excel, PowerPoint and PDF extensions, on a per-client, per-project or aggregate basis with the ability to organize and set access restrictions per folder. Powerful one-to-one publishing tools enable internal publishing to intranets and external publishing to corporate sites and client self-service centers using highly personalized content.
  • Client Support & Service: Ability to record and track all client contact by e-mail, the Web and phone along with time spent per incident. Automatic escalation rules enable service level agreements to be met while providing customer service personnel with knowledge management tools that expedite trouble ticket handling.

Link: NetCRM-Services