Business Operations
The CRM Experience
Improving communication between sales, services and customers.
We Simplify NetSuite CRM
Our CRM experience brings everyone together from start to finish, automating sales and adding value at every step of the customer’s journey.
We engage and connect with you.
We take time to understand.
Our CRM approach is personalised.
What we do
How we do it
Benefits
We’ve used NetSuite CRM for more than ten years to boost customer service.
Our team of service professionals knows how to make NetSuite focus on people.
We tailor a platform that simplifies your customer management.
Simplified sales
We simplify your sales process with workflows from lead to cash, speeding up sales cycles and reducing customer acquisition costs.
Sales force automation
We are experts in digitising your opportunities and sales management, we customise alerts, reports and key performance indicators (KPIs).
Customised quoting process
Create quotes and estimates from opportunities, keep versions for negotiation, and auto-apply customer-specific pricing and discounts.
Optimised reporting and forecasts
We set you up with dashboards to track individual, team, and territory targets and give tools to forecast accurately based on real-time data.
Smart customer insights
Achieve a full picture of your customers with key stats, financials, and service performance so you can see their journey and lifetime value.
Enhance customer experience
Increase loyalty and profitability by creating service workflows, alerts, and upsell opportunities at every step of the customer journey.
Improved communications
Streamline and automate Electronic Direct Mail (EDM) communications, from marketing to sales, invoicing and all customer transactions.
NetSuite CRM Features
- Sales Force Automation
- Service Management
- Sales Team ProductivityOptimise your sales team with powerful tools that for funnel and opportunity stages, tactics and process.
- Quotation and EstimatingCustomise the quoting process with detailed opportunity and client based information.
- Quote to Order ManagementStreamline the quote generation process with automatic alerts for fulfillment and sales order progression.
- Sales ForecastingForecast, fine-tune and report on the sales process and continually optimise it based on relevant and real-time data.
Sales Force Automation
- Sales Team ProductivityOptimise your sales team with powerful tools that for funnel and opportunity stages, tactics and process.
- Quotation and EstimatingCustomise the quoting process with detailed opportunity and client based information.
- Quote to Order ManagementStreamline the quote generation process with automatic alerts for fulfillment and sales order progression.
- Sales ForecastingForecast, fine-tune and report on the sales process and continually optimise it based on relevant and real-time data.
Sales Force Automation
- Account ManagementCustomisable dashboards that allow you to pinpoint precisely where a customer is in their customer journey.
- Case ManagementA fully configurable inbound support and communication platform with service level reporting.
- Knowledge ManagementTraining and support is simplified with a buildable library of knowledge posts and information.
- Customer PortalBetter customer communications with knowledgebase, online portal, and service request capability.
Service Management
- Account ManagementCustomisable dashboards that allow you to pinpoint precisely where a customer is in their customer journey.
- Case ManagementA fully configurable inbound support and communication platform with service level reporting.
- Knowledge ManagementTraining and support is simplified with a buildable library of knowledge posts and information.
- Customer PortalBetter customer communications with knowledgebase, online portal, and service request capability.
Service Management
Unifying Teams
We bring everyone together with ERP—inventory, operations, accounting, warehouse, and more—into a single source of truth, whether you’re starting or expanding with NetSuite.
Got a Field Team?
We thrive on collaborating with service companies, syncing customer service and field operations seamlessly with NetSuite’s CRM and FSM. It’s what we do best!
Enable your technicians to sell
We empower technicians with on-site tools to upsell service level agreements, preventive maintenance, and consumables.
360-Degree customer view
See everything about customers in one place: history, preferences, requests, warranties. This means better service, smarter decisions, and happier customers.
Quick service response
Online service requests are turned automatically into job orders with a map location. Schedulers and technicians know where to go, making things smoother for everyone.
Live customer communications
Technicians receive job specifics, customer and warranty details, plus live site updates for rapid escalations and immediate customer support coordination.
Simplified customer reporting
Real-time visibility of service performance, technicians’ productivity, customer feedback, and job and maintenance contract profits. Make better decisions and work smarter.
Industries We Know Well
Machine Movers
Are you struggling with customer information? Klugo uses NetSuite CRM to provide a full picture of your leads and customers, including key stats, quotes, contracts, machine history, service performance, and compliance alerts, showing their journey and lifetime value.
Installers
Struggling with managing vendors, suppliers, contractors, quoting, invoicing, and customer service? With NetSuite CRM, Klugo streamlines vendor interactions and automate quoting, invoicing, and customer support for better project management.
Maintenance
Managing multiple customers, service contracts, and complex quotes can be a headache. Klugo uses NetSuite CRM to centralise all service contracts, enabling easy tracking of customer interactions and service history and improving response times and overall efficiency.
On-Site Auditing
Scheduling multiple audits is complex. Communications, sales, billable hours, and upsells can be overlooked. Klugo uses NetSuite CRM to enhance customer interaction, manage sales, and streamline follow-ups, ensuring better retention and satisfaction.