CRM QuickView

Provides sales managers with visibility of their sales teams’ activities at the customer level, without the need to run a series of reports.

To get started with NetSuite and explore how we can assist you. Come say Hi

CRM QuickView for NetSuite is a godsend for sales managers who want visibility of their sales teams’ activities,
without the need to run a series of reports.

CRM QuickView gives you instant figures and statistics right at the customer level, so you can see when the last contact was made and what follow-ups are planned. In addition, CRM QuickView offers advanced per-customer activity metrics, an in-depth order history functionality, including last opportunity, last estimate, last sales order, and last invoice.

CRM QuickView will free up sales manager’s time, so that they can spend their time maximising the benefits that NetSuite's sophisticated CRM and ERP functionality offers, rather than being bogged down in reporting.

Example of how it would look within NetSuite.

ERP Experts (Europe) Limited, registered in England and Wales. Company Number: 10196491. Dalton House, Lakhpur Court, Staffordshire Technology Park, Stafford ST18 0FX.