Customer Relationship Management (CRM)

With increased focus on customer loyalty in today’s competitive business environment, outdated customer relationship management (CRM) technologies just won’t cut it.

Business development, sales teams, marketing departments and customer service operations all need access to detailed client information to conduct business efficiently. You need a powerful solution customized to your company’s and your customer’s unique needs.

BPM can help your business transform its CRM-related processes by:

  • Helping you understand where your challenges and issues lie
  • Transforming challenges and issues into growth opportunities
  • Analyzing requirements
  • Implementing, optimizing, and customizing systems to meet identified requirements
  • Developing training programs to enable solution adoption

NetSuite CRM Delivers the Operational, Analytic and Collaborative Functionality You Need

NetSuite’s CRM delivers a real-time, 360-degree view of your customers. It provides a seamless flow of information across the entire customer lifecycle — from lead all the way through opportunity, sales order, fulfillment, renewal, upsell, cross-sell and support.

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Data Sheet

What is CRM?

Customer relationships make the business world go ’round, so formalizing customer relationship management processes is fundamental — especially as companies grow past the size where founders know all clients by name.

We Understand the Customer Experience is Critical

BPM is committed to delivering you the highest quality CRM consultation and implementation services. As a certified partner of Oracle NetSuite, BPM’s team knows all things NetSuite. But we don’t just bring the technical know-how. We also understand business.

BPM’s approach focuses on your unique business needs as we prepare your organization for change. We help to minimize the overall impact of implementation, and we train your team to own the solution moving forward. We partner with you to provide a solution that solves your current challenges, and that maximizes your investment by positioning you for future growth.

NetSuite CRM Benefits:

  • Streamline lead-to-cash processes.
  • Elevate productivity across the organization with a 360-degree view of your customers.
  • Improve sales performance through forecasting, upsell and commission management.
  • Manage global sales, marketing, services and partner organizations.
  • Remotely access CRM data on your mobile device.