Harnessing NetSuite CRM Features for Improved Customer Relationships

July 2, 2024
3d people standing in front of a graph, representing data analysis for improved customer relationships.

Ever wondered how leading businesses manage to deepen customer relationships while streamlining their operations effortlessly? 

Netsuite customization holds the key. 

As a versatile cloud-based ERP software, NetSuite isn't just about managing data—it's about transforming how businesses interact with their customers. 

Tailoring NetSuite to your specific needs unleashes a suite of tools designed to revolutionize customer relationship management (CRM), offering insights and efficiencies that redefine what's possible in modern business practices.

By customizing Netsuite to your business needs, you can take control of your business operations and improve efficiency across your organization.

Understanding NetSuite Customization

NetSuite provides extensive customization options crucial for maximizing CRM effectiveness. 

This includes leveraging SuiteScript and SuiteBuilder for automation and visual customization without coding, as well as utilizing custom records and fields to capture essential customer data.

The Role of SuiteScript and SuiteBuilder

SuiteScript empowers businesses to automate processes, customize forms, and integrate NetSuite with external systems. 

SuiteBuilder complements this by enabling intuitive customization of forms, fields, and workflows through a drag-and-drop interface, seamlessly enhancing CRM capabilities.

Custom Records and Fields

Custom records and fields within NetSuite allow businesses to create tailored data structures that align precisely with CRM needs. 

This flexibility ensures comprehensive data management and accurate customer insights, which are critical for fostering stronger relationships and improving operational efficiency.

Utilizing SuiteFlow for Workflows

SuiteFlow provides a visual workflow tool for automating business processes within NetSuite. 

It enables businesses to streamline lead-to-cash cycles, create custom approval workflows, and enhance the sales order process. 

SuiteFlow also facilitates personalized customer interactions through customized email notifications and reminders.

Leveraging NetSuite CRM for Enhanced Operations

NetSuite CRM offers comprehensive features that can help you streamline your business operations and improve customer satisfaction. 

Here are three key areas where NetSuite CRM can help:

1. Sales and Customer Service Management

NetSuite CRM centralizes sales and customer service operations, offering tools to manage customer interactions, track sales pipelines, and automate sales processes. 

Self-service options such as online portals and knowledge bases further empower customers, enhancing satisfaction and loyalty.

2. Marketing Automation and Reporting Insights

NetSuite CRM includes robust marketing automation capabilities for creating targeted campaigns, tracking marketing ROI, and gaining deep insights into customer behavior. 

This functionality supports data-driven decision-making and strategic marketing initiatives aimed at nurturing customer relationships.

3. Project and Data Management Capabilities

NetSuite CRM extends beyond traditional CRM functionalities to encompass robust project and data management capabilities. 

Businesses can efficiently manage projects from inception to completion, monitor progress, and collaborate effectively, optimizing customer service delivery and operational efficiency.

Download the Salary Guide to compare average salaries of top NetSuite ERP professionals.

Integrating NetSuite with Other Systems

Connecting NetSuite with external systems is pivotal for businesses aiming to optimize operations and enhance productivity. 

By seamlessly integrating with third-party applications, NetSuite expands its capabilities beyond internal functionalities, fostering synchronized data flow and operational synergy. 

Third-Party Applications and SuiteApps

NetSuite offers seamless integration with third-party applications through SuiteApps, pre-built connectors available in the SuiteApp Marketplace. 

These integrations, such as Salesforce Connector and Magento Connector, enhance CRM functionalities by enabling synchronized data flow and enhanced operational synergy.

SuiteTalk for Web Services Integration

SuiteTalk facilitates web services integration using industry-standard protocols like SOAP and REST, enabling businesses to connect NetSuite with diverse applications and programming languages. 

This interoperability supports streamlined workflows and enhances overall system agility and scalability.

Optimizing User Experience and Interface

Customizing your NetSuite user interface (UI) is essential for optimizing user experience and increasing productivity. 

By customizing dashboards and navigation, you can simplify tasks and streamline workflows. 

Customizing Dashboards and Navigation

Customizing your NetSuite dashboard is a great way to improve user experience. You can tailor the dashboard to display the most relevant information to each user. 

You can add or remove portlets, charts, and graphs. You can also customize the dashboard’s layout and design to suit your needs.

Navigation customization allows you to create shortcuts to frequently used pages and streamline the navigation process. 

You can also create custom menus, submenus, and links to help users quickly access the information they need. This can be especially useful for employees who use NetSuite daily.

Best Practices for UI Customization

When it comes to UI customization, there are a few best practices to keep in mind. 

First, it's important to keep the UI simple and easy to use. Avoid cluttering the screen with unnecessary information or features. Instead, focus on providing the most relevant information to each user.

Customize forms and fields to match your business processes. This helps streamline workflows and ensures data is entered consistently across the organization. Use color and font to highlight important information and make it easy to read.

Finally, test your UI customization with a small group of users before rolling it out to the entire organization. This can help you identify any issues or areas for improvement before making the changes available to everyone.


​​Harnessing NetSuite CRM features isn't just about managing data—it's about transforming how businesses interact with their customers. 

By customizing NetSuite to your specific business needs, you unlock a suite of tools that revolutionize customer relationship management (CRM), offering insights and efficiencies that redefine modern business practices.

Throughout this article, we've explored how NetSuite customization empowers businesses to streamline operations and enhance customer satisfaction. 

NetSuite provides robust capabilities tailored for CRM excellence, from leveraging SuiteScript and SuiteBuilder for automation and visual customization to utilizing custom records and fields for precise data management.

NetSuite CRM's integrated features span sales and customer service management, marketing automation, and comprehensive project and data management. 

These capabilities enable businesses to centralize operations, automate processes, and gain deep insights into customer behavior, fostering stronger relationships and operational efficiency.

Integrating NetSuite with third-party systems further enhances its functionality, enabling seamless data flow and operational synergy through SuiteApps and SuiteTalk. 

Meanwhile, optimizing the NetSuite user interface ensures a user-friendly experience, simplifies tasks, and enhances productivity across your organization.

Ready to Optimize Your Business with NetSuite? 

Contact Atticus Solutions today for expert assistance with your IT Staff Augmentation and NetSuite Services needs. 

Book a call now to discover how we can help you grow and succeed with NetSuite.

Long-Term Costs
Cost-effective for skilled talent
Cost-effective but needs initial investment
High, offers control and flexibility
Moderate, reduces overhead
Initial training and technology
Highest initial and ongoing costs
Access to nearby skilled talent
Large global talent pool
Maximum control over operations
Download the Salary Guide to compare average salaries of top NetSuite ERP professionals.
Key Differences
Not over PHP 250,000
Not over USD 434.49
Over PHP 250,000 but not over PHP 400,000
15% of the excess over PHP 250,000
Over USD 434.49 but not over USD 695.18
Over PHP 400,000 but not over PHP 800,000
PHP 22,500 + 20% of the excess over PHP 400,000
Over USD 695.18 but not over USD 1,390.36
Over PHP 800,000 but not over PHP 2,000,000
PHP 102,500 + 25% of the excess over PHP 800,000
Over USD 1,390.36 but not over USD 34,759.04

Frequently Asked Questions


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