NetSuite CRM is a powerful tool that can help businesses manage their customer relationships more effectively. Over time, it is easy for NetSuite CRM to become outdated and ineffective if it is not properly maintained and data updated in a timely manner. In this blog, we will explore some tips on how to keep your NetSuite CRM from becoming a dinosaur.

Regularly Review and Update Your NetSuite CRM

One of the most important things you can do to keep your NetSuite CRM from becoming a dinosaur is to regularly review and update it. This means taking a critical look at your CRM system and assessing its effectiveness in meeting your business needs. You should ask yourself questions like:

• Is the system still relevant to our current business needs?
• Are we using all the features and capabilities of NetSuite CRM?
• Are there any new features or modules that we could benefit from?

By regularly reviewing and updating your NetSuite CRM, you can ensure that it remains a valuable tool for your business.

Provide Ongoing Training to Your Employees

Another important factor in keeping your NetSuite CRM from becoming a dinosaur is to provide ongoing training to your employees. As your business evolves, your employees’ needs for using NetSuite CRM will also change. New employees may need training on the basics of the system, while existing employees may need training on new features or updates.

By providing ongoing training to your employees, you can ensure that they are using the system effectively and efficiently, which can help to boost productivity and improve customer satisfaction.

Customize Your NetSuite CRM to Meet Your Specific Business Needs

NetSuite CRM is a powerful tool, but it may not meet all of your business needs out of the box. To get the most out of your CRM system, it is important to customize it to meet your specific business needs. This may involve adding custom fields or creating custom workflows to automate processes or even installing third-party apps.

By customizing your NetSuite CRM, you can tailor it to your specific business needs, which can help to improve efficiency and productivity.

Integrate NetSuite CRM with Other Systems

Keep your NetSuite CRM from becoming a dinosaur by integrating with other systems. For example, you may want to integrate NetSuite CRM with your email marketing platform or your accounting system. By integrating different systems, you can create a more seamless experience for your employees and customers.

Embrace NetSuite CRM Adoption

By embracing NetSuite CRM adoption, you can ensure that your system stays up to date and remains a valuable tool for your business. This means you need to make updating your NetSuite CRM easy, encourage your employees to use the system and provide them with the support they need to do so effectively. You may want to create KPI reporting to make sure users are entering contacts and contact activities into your CRM.

To keep your NetSuite CRM from becoming a dinosaur, it is important to regularly review and update it, provide ongoing training to your employees, customize it to meet your specific business needs, integrate it with other systems, and embrace NetSuite CRM adoption. By doing so, you can ensure that your CRM system remains a valuable tool for your business and helps to drive growth and success.

Try ExtendSync integration for email and NetSuite CRM today!