As part of your company’s efforts to streamline customer interactions and boost sales, you are seeking ways to effectively collect customer information and manage leads. You’ve decided to leverage both the CRM and Sales Force Automation features in NetSuite to achieve this. To provide a seamless experience for website visitors and ensure consistency with your… Continue reading Tailored Online Forms for CRM and Sales
Tag: Sales Force Automation
Lead Source Management
Requirement: The requirement is to define and track the sources through which new leads come to the company. The system should allow for capturing lead sources in various scenarios, including marketing automation, online lead capture forms, lead imports, and manual tracking for different campaign channels. Summary: The company needs a robust lead source management system… Continue reading Lead Source Management