360 View vs NetSuite CRM
Last Updated:Our analysts compared 360 View vs NetSuite CRM based on data from our 400+ point analysis of CRM Software, user reviews and our own crowdsourced data from our free software selection platform.
Product Basics
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Product Assistance
Product Insights
- Cross-Selling: Users can send clear and constructive marketing messages with the ability to automatically track customer interests. They can make use of frontline interactions with effective cross-selling by using data-driven automation services. This helps identify what products or services are best to offer customers.
- Easy Lead Creation: 360 View helps streamline the lead management process, get efficient outcomes and grow the business by enabling users to mine customer data and create a list of leads based on that information.
- WealthEngine: This feature provides access to customer data such as demographic, wealth data, customer segmentation, prospect bifurcation and more. Leveraging it lets users focus on marketing and sales efforts with potential leads, as well as create strategic programs for customer retention.
- Goals and Incentives: Sales and marketing professionals can be tracked and rewarded for their performance. This makes it easy to attract, retain and empower motivated employees.
- Enhanced Team Performance: Teams are able to function in a more organized, productive manner by recording daily results, viewing payouts and customizing work schedules on employee scorecards.
- User-Friendly Integration: Ensure code-free integration with third-party cloud environments and on-premise applications leveraging SOAP, CSV and REST web services using the SuiteTalk feature. Create lightweight custom mobile apps and website-to-NetSuite integrations.
- Improved Customer Satisfaction: Boost retention by enabling customers to complete transactions, submit support issues, receive answers and update profiles. They can manage orders, view order histories, receive automatic confirmation for service requests and check support documentation.
- CRM Functionality on Mobile: Handle tasks from anywhere using mobile solutions for iOS, Android and Windows devices, including the SuitePhone app. Check forecasts, manage leads, create expense reports, generate quotes and orders, access reports, and manage activities and meetings. Also customize apps to unique business needs.
- Efficient Data Tracking: Sales, marketing and service team members can monitor personalized KPIs, call resolution time, call volume and trends through real-time, role-based dashboards. They can also access the latest reports, and analyze renewing maintenance and customer satisfaction.
- E-Commerce Integration: Streamline data flow and enhances accuracy by using a single system of record that houses customer interactions, information and transactions. Measure and monitor all online interactions with customers or prospects, automatically.
- Convenient Updates: Apple users never have to miss critical info or updates, with real-time key alerts to their Apple Watch.
- Seamless Case Management: Gain insights into the value of each customer, lead and client, ensuring better visibility into case management, with time tracking tied to customer records. Also, track the exact time spent by team members on individual interaction.
- App Store: Leverage capabilities for specific industry and business needs through a collection of bundles developed by NetSuite or by its third-party developer program. It’s also possible to develop customized solutions to match specialized requirements.
- Accurate Forecasting: Sales reps and managers can forecast deals accurately and compare against pipelines at each level. Capabilities like multiple forecasts help evaluate accuracy, while “Mood Ring” forecasts help capture prediction as an override. Additionally, calculate close probability, the weighted amount for opportunities and quotes, and projected amount.
- Improved Data and Decisions: Probability-based forecasting helps managers and sales reps understand pending orders, quotes and opportunities, and make necessary adjustments.
- 360-Degree View: The system lets users see customer details and activities on mobile. This allows them to use various CRM functions for analyzing relationships, products, services and profitability, as well as for meeting sales goals.
- Customer Tracking: The platform helps users follow and cater to customer needs, ultimately stimulating. They can do this by tracking new touchpoints that mark the customer journey.
- Custom Dashboard and Workflow: Users can leverage personalized settings, making the system’s functionality easy for every team. A set workflow saves time and helps teams work more effectively. Dashboards can be customized to fit the needs of companies outside the finance sectors.
- Pipeline Tracking: The system allows users to create and track pipeline deals to convert hot leads immediately. Users can also add referrals based on organizational standards.
- Loan Dues: Financial services such as managing and resolving requests and tracking loans due can be taken care of from one dashboard.
- Robust Reporting: The solution’s reporting feature facilitates accountability and helps drive results. Team members can create, manage and send reports.
- Opportunity Management: With detailed information and a complete pipeline view of opportunities, the sales team can streamline sales and customer buying processes. They can access prospect information, potential revenue, notes, meeting records and status.
- Contact Management: Centralized data makes it easier to manage and create contacts through sales portals, as well as view leads, tickets and the opportunities associated with them. A pipeline view facilitates lead tracking, along with full details of all interactions.
- Quote and Order Management: Streamline quote and order tasks with an integrated quote-to-order, cash and fulfillment solution. Automatically process quotes with back-end financials, convert those into approved sales orders and include shipping rate calculations, automated tax, and pricing and discounting rules. Also access sales and projections of recurring revenue in forecasts and variances.
- Quota Management Sales reps can create and track quotas by item, class, location or department. It’s also possible to set quotas based on company sales goals.
- Incentive Compensation Management: Integration with an incentive management module offers visibility into incentives through automated compensation management.
- Set up commission schedules monthly, quarterly, biannually and annually.
- Apply configuration rules to determine commission based on sales, quotas, profitability, quantity and more.
- Lead Management: Manage lead generation and measure campaign ROI by tracking lead-to-revenue score with aligned marketing and sales functions. Automate lead capture from multiple sources like search engines, websites, direct mail, email and events.
- Campaign Management: Create and track targeted marketing campaigns based on purchase trends, demographics, support histories and response patterns. Ensure personalized marketing using data segmentation, and analyze marketing campaigns such as direct mail, events, email and multichannel campaigns in a single application.
- SEO-Optimized Website: Optimize web pages with meta tags, image-alt tags, customizable titles and short search engine descriptive URLs for dynamic pages. It’s possible to preserve search rankings for both static HTML and dynamically generated web pages by creating permanent (301) redirects.
- Web Forms: Create landing pages with a drag-and-drop interface, capture leads directly from the website and populate them automatically in real time. A routing engine directs the captured leads to sales reps.
- Partner Management: Align partner activities in PRM with order management and sales activities in CRM using a single application. Partners can register, measure conversion rates and acquisition costs, and track leads and marketing campaigns. Resellers can place and track orders with transparency.
- Case Management: Offers online self-service with case submissions, tracking and routing of customer support cases, based on case type, product, partner, customer and issue.
- Enable greater availability and cater to customer preferences by routing across multiple communication channels such as phone, email, web and fax.
- Prioritize cases and track them through default statuses such as not started, escalated, in progress, closed and reopened.
Product Ranking
#206
among all
CRM Software
#39
among all
CRM Software
User Sentiment Summary
605 reviews
NetSuite CRM has a 'good' User Satisfaction Rating of 74% when considering 605 user reviews from 5 recognized software review sites.
Synopsis of User Ratings and Reviews
360 View shines for its focus on unifying customer data and driving actionable insights. Users rave about the "360-degree view" it provides, making it easier to personalize interactions and build stronger relationships. "With 360 View, I can see every touchpoint a customer has had with our company, which is a game-changer for tailoring my sales approach," remarked one user. This strength often wins it praise over CRM giants like Salesforce, where users sometimes feel "drowning in data without clear direction." However, 360 View's reliance on data quality can be a double-edged sword. While reviewers applaud its data-driven insights, some caution about the initial effort required to clean and maintain accurate information. "Getting your data right can be an upfront investment, but once it's clean, the insights are invaluable," explained one reviewer. Additionally, 360 View's customization options, while praised for streamlining workflows, pale compared to the sheer flexibility offered by more established competitors. Integration complexity is another point of comparison. Users appreciate the pre-built connections with popular platforms, but some wish for deeper integrations with niche industry tools. "360 View integrates well with my marketing automation platform, but I still need another tool to bridge the gap with my accounting software," said one user. Thankfully, the open API helps bridge some of these gaps. Overall, 360 View emerges as a powerful tool for organizations prioritizing a unified customer view and data-driven decision-making. Its ease of use and focus on insights appeal to smaller teams and businesses seeking a clear CRM transition. While data accuracy and initial integration setup require attention, the potential for personalized interactions and improved performance make it a compelling choice for businesses looking to streamline customer relationships and gain a competitive edge.
NetSuite CRM offers a 360-degree view of customers in real time. With a wide range of features, it ensures a continuous flow of information for opportunities, fulfillment, renewal, upsell, cross-sell and support. It’s highly customizable and integrates with major platforms, including BI tools for helpful visualizations, as most users note. However, there’s a steep learning curve and reviews note the system is highly complex. It can be sluggish at times, is a bit expensive and has some feature limitations to be fixed. Overall, it’s a complete CRM platform with robust functions best suited to larger companies that have the technical resources and budget to use it effectively.
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