Your sales team is always on the go, but is their CRM keeping up? Often, the complexity of a full-scale CRM or ERP like NetSuite can be a roadblock, especially for sales reps who need quick access to key data without being bogged down by a complex interface.
At eXtendTech, we’ve found a new way to empower sales reps in the field. By leveraging our eXtendMobile no-code platform, we’ve created a custom, lightweight CRM solution that integrates directly with NetSuite, giving your sales team exactly what they need, wherever they are.
Why a Mobile & Flexible CRM is a Game-Changer
While many of our clients leverage our eXtendMobile SuiteApp to tackle specific use-cases in warehouse management, production floor operations, and some light-weight field services tasks, we’ve recently seen a unique and powerful use case: building a CRM for sales reps.
Instead of navigating the full NetSuite environment, sales reps can use a simplified, streamlined application with a simple user-interface to:
View Customer Information: Quickly access existing saved searches in NetSuite to find and view customer-related data, including address details and contact lists.
Track Sales Opportunities: Drill-down into open opportunities and sales orders to see what’s in the pipeline for each client.
Create New Transactions: From an existing customer record, reps can easily create new opportunities, quotes, or other transactions on the spot.
Make Quick Edits: Adjust and update records directly from their device, ensuring the data in NetSuite is always up to date.
This is all possible through a series of custom functions that we build within our no-code framework. Each form can be tailored to enhance & streamline the user interface. The best part is that those changes are performed with simple drag & drop types of configurations by your NetSuite administrator.
The Power of a Simplified UI
The beauty of this solution lies in its simplicity. We’re not giving your sales reps full NetSuite access; we’re giving them a lightweight framework to work with NetSuite data within a clean user interface. This is a game-changer because it:
Boosts Efficiency: Your team can quickly find, view, and update customer records without getting lost in the details of the full ERP.
Reduces Friction: The user experience is designed for a mobile, on-the-go workflow, which means less time spent on administrative tasks and more time selling.
Pushes Data in Real-Time: All information is pushed directly into NetSuite, ensuring a single source of truth for your entire organization.
The best part? This eXtendMobile SuiteApp can be accessed from a web browser, installed as a native iOS app onto your iPhone or iPad, or installed on your Android device from the Google Play Store. This cross-platform accessibility means your sales team members can work on their preferred device & platform, giving them a truly mobile experience.
By extending the use of eXtendMobile into a CRM context, we’ve unlocked a new opportunity for organizations to further their NetSuite investment and empower their sales partners with quick, easy access to the information they need to succeed.
NetSuite CRM Functions: Live and In-Action
In the following demonstration video, you will get a first-hand look at the CRM functions that were built for one of our clients with clicks, not code.
More than just a simple CRM
eXtendMobile is far more than just a tool to enable your sales team. It’s an intuitive, versatile platform that enables you to create custom mobile applications by seamlessly integrating NetSuite’s powerful functions and data. Whether it’s for inventory management, time tracking, building custom portals, or any other operational need, eXtendMobile empowers your team to quickly build and deploy tailored solutions. Its easy drag-and-drop interface and flawless NetSuite integration bring the power of NetSuite directly to your mobile device, driving efficiency and simplifying workflows across your entire organization, no matter the task.
If you are curious to learn more, feel free to contact us & schedule a demo today!