NetSuite CRM

CRM information from your Outlook inbox- File a message in NetSuite from Outlook- Attach emails to a contact or lead in NetSuite- Open, create and edit the relevant NetSuite contact, lead, opportunity or other (custom) object without leaving the Outlook interface- Reply or Compose messages using email templates from NetSuite- Optionally automatically copy emails and attachments to NetSuite- Create rules for which emails get automatically synchronized- View and dial numbers using phone details from NetSuite from your mobileCalendar Integration Details- Automatically synchronize calendar items from Outlook to NetSuite- Automatically links calendar items with CRM Contacts or Leads- Create rules for which calendar items get synchronized (coming soon)This add-on is developed by iEnterprises. iEnterprises is an award-winning CRM vendor that has been in business for more than 20 years. Contact us at support@ienterprises.com for support issues or sales@ienterprises.com for enterprise licensing and pricing information. Compatibility/Requirements:NetSuiteOutlook, Outlook iOS or Android app for mobile functionalityApp capabilitiesWhen this app is used, itCan send data over the InternetThis app can access and modify personal information in the active message, such as the body, subject, sender, recipients, and attachment information. It may send this data to a third-party service. Other items in your mailbox can’t be read or modified.

8x8 Work and 8x8 Contact Center integration with NetSuite brings phone communication through a dialer to your NetSuite environment. The application launches conveniently from your NetSuite dashboard, allowing you to combine the benefits of NetSuite with the capabilities of 8x8 Work and 8x8 Contact Center, and interact with your customers via phone without having to switch to another app. Upon receiving an inbound call, the app tracks if the caller is an existing contact by searching your NetSuite contacts, and pops the matching record for you to preview and prepare for the call. This way, you gain full insight into communications with any returning caller. You can be better informed and prepared to answer calls by previewing relevant caller record details before accepting a call. Audience This guide is intended for NetSuite administrators who use version 3.1 of 8x8 Work and/or 8x8 Contact Center integration with NetSuite. Availability 8x8 integration with NetSuite is currently available in the United States, the United Kingdom, and Australia and New Zealand. Features 8x8 integration with NetSuite supports integration with 8x8 Work and 8x8 Contact Center. 8x8 Work for NetSuite offers the following features: Communicate with users via the voice channel and serve customers faster. Access data from your CRM through an integrated interface. Tap contextual information about the user and offer high-quality service. Be ready for any call by previewing matching contact record details before accepting a call, as well as see past interactions with the caller. Reduce the waiting time for the caller while you look up record details. Access contacts from your 8x8 Work contact directory for quick search and calling. Quickly and intuitively log call details into NetSuite and stay on top of communication with users. Improve customer service with advanced call handling capabilities, such as call transfer and multiple party calling. 8x8 Contact Center for NetSuite offers the following features: Communicate with customers via phone, voicemail, and chat channels. Access data from your CRM through an integrated (Undefined variable: 8x8VariablesSet.AgtConsole ). Tap contextual information about the customer and offer high-quality customer service. Perform warm/cold call transfers between agents. This feature is only available in Agent Workspace. Limitations The NetSuite integration can only be launched in a floating window. The NetSuite Home screen must be kept open while using voice channels. Browser requirements We recommend using Google Chrome to ensure a smooth experience. Supported CRM objects Integration with NetSuite supports: Customer Lead Prospect Employee Vendor Partner Case

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An easy to use full featured integration between Outlook Mail, Calendar and NetSuiteIntegrate your Outlook Mail, Calendar and NetSuite CRM in one easy step with virtually nothing to install. Now with full mobile support for the Outlook app on iOS and Android! - Provides a 360° view of your customers directly in Outlook. - Allows you to save emails directly to Contacts and Leads in NetSuite.It even allows you to reply and compose messages using NetSuite email templates. The connector also works in any modern browser including Chrome, Edge and Safari, so you can have the same functionality whether using a desktop or mobile platform.The add-on can be deployed to your entire company with a single click. Contact sales@ienterprises.com for details on enterprise licensing and deployment.The Connector for Outlook and NetSuite brings NetSuite to your inbox and calendar. When an email is received the connector automatically shows the details of the sender by fetching the full Contact information directly from NetSuite, including related objects such as Account, Opportunities, Activities, etc. It allows you to attach an email message or calendar item you have received to NetSuite with a single click. You can create leads and contacts directly from your inbox and calendar. In addition, you can reply to or compose messages using your NetSuite Email Templates. There is even an optional background sync that can automatically synchronize all your email messages and calendar information with the appropriate contact or lead in NetSuite. Email Integration Details- Provides a 360-degree view of