NetSuite vs Salesforce: An In-Depth Comparison Guide 2023

This content is reader-supported, which means if you click on some of our links, we may earn a commission at no extra cost to you.

Businesses are constantly looking for the best customer relationship management software to help them manage their customer interactions and sales. Most CRM solutions focus on improving sales, customer service, and productivity.

However, there are other features included in the software that makes it easier to manage the entire business. For example, some CRM solutions allow users to manage finances, inventory, marketing, and HR tasks from one dashboard. Some CRM platforms can also integrate with the ERP and other software solutions that you use to run your business.

While there are many options on the market, two of the most common customer relationship management solutions for large enterprises and organizations are Oracle NetSuite and Salesforce. Both CRM systems offer similar features and functionality, but each has its own unique set of advantages depending on the needs of your business. In this article, we’ll take a look at a comparison of Salesforce and NetSuite to help you determine which system is best for your organization.

NetSuite vs Salesforce: Similarities

  • Both platforms offer a wide array of products besides their CRM software.
  • Both platforms offer a broad set of complex features.
  • Both platforms offer extensive integrations.
  • Both platforms are highly customizable.

NetSuite vs Salesforce: Differences

  • NetSuite is an Enterprise Resource Planning (ERP) system, whereas Salesforce has a dedicated CRM software solution.
  • NetSuite CRM comes bundled with other products, while you can use Salesforce CRM separately.
  • Salesforce caters to businesses of all sizes, whereas NetSuite is more suitable for enterprise-level companies.
  • NetSuite also offers accounting software, unlike Salesforce.

What is Oracle NetSuite CRM?

Oracle NetSuite CRM System

Oracle NetSuite CRM is part of the platform’s ERP software. In other words, aside from its CRM functionalities, this platform aims to help businesses fulfill other daily activities, like accounting, risk management, project management, and more.

However, NetSuite’s CRM software is designed to manage partner relationships and customer service, facilitate sales force automation, and in-depth analytics as well as marketing automation tools.

Oracle NetSuite CRM Key Features

  • Tracking marketing campaigns and providing upsell recommendations
  • Sales forecasting and automation
  • Partner relationship management
  • Configure, Price, Quote (CPQ)
  • Order management

What is Salesforce?

Salesforce crm solution sales cloud

Part of Salesforce‘s product offering, the Sales Cloud is one of the most popular CRM software solutions currently on the market. This platform covers a wide set of advanced features like collaborative forecasting, opportunity scoring, and a customizable sales process, for instance.

The platform is also highly customizable, as users can tweak the UI by adding custom colors, logos, and more to help businesses better reflect their corporate identity. Additionally, users have access to thousands of integrations via the AppExchange. They can also build custom applications from scratch.

Salesforce Key Features

  • Contact management and lead management
  • Automatic lead assignment and routing
  • Opportunity management
  • Workflow and approvals
  • Sales forecasting

NetSuite vs Salesforce: CRM Features

Sales and Marketing Automation

Oracle NetSuite CRM

In short, this CRM solution goes pretty in-depth with its marketing automation tools. For one, you can automatically segment your audience and deliver targeted marketing campaigns. Meanwhile, you’ll get to track the prospects’ activity and determine which leads meet your buyer persona for more effective campaign management.

The platform supports multiple marketing campaigns, including email, direct mail, and event campaigns. Additionally, NetSuite allows you to deploy web-to-lead forms on your landing pages. Whenever a lead submits their contact information, all data will automatically port over to your CRM database. It can also route this data to the appropriate sales representatives.

As for sales, NetSuite can spare you from most manual processes. You can automate business processes from order management to upsells, opportunity management, contract renewals, and much more.

The platform also delivers real-time sales forecasts, which lead to identifying potential opportunities easier and improved sales performance. You can view these forecasts through fully customized dashboards with role-based access.

Salesforce

The Sales Cloud is also pretty solid in this regard. In terms of sales automation, users can easily automate business processes via a straightforward drag-and-drop interface via the Process Builder. You can also automate workflow approvals, automatically assign tasks as deals move through the sales pipeline, and more.

Moreover, the platform leverages Machine Learning technology to deliver predictive forecasts based on your sales history. As such, you can gather insight into potential trends and where there might be room for improvement.

As for marketing automation, Salesforce Sales Cloud handles lead scoring and allows you to engage with potential customers through automated custom email campaigns. It also features lead-to-capture web forms.

Reports and Analytics

Oracle NetSuite CRM

This CRM system offers the ability to monitor performance across multiple departments, including sales, customer support, and marketing. As such, you can use the platform to pinpoint buying trends, overall sales performance, website visitor activity, customer acquisition costs, and much more.

The platform’s reports are highly customizable. Thus, you can have easy access to the metrics that matter to you the most. Additionally, you can narrow reports down to a specific territory, team, and individual.

SalesForce

The Sales Cloud also delivers top-of-the-line reports and analytics. You can use this CRM system to track revenue, email marketing performance, sales performance, team activity, and more. The platform’s reports are highly customizable. You can easily bring up key business metrics through an easy-to-use drag-and-drop filter.

You also have the option to add cross-filters and merge multiple reports to get an in-depth overview of your business processes.

There’s also Einstein Analytics, an optional add-on to the Sales Cloud, priced at $50/user/month (billed yearly). This functionality uses Machine Learning and Artificial Intelligence technology to gather detailed insights regarding business performance and deliver real-time suggestions.

This tool also analyzes previous sales performance to deliver precise forecasts.

Partner Relationship Management (PRM)

Oracle NetSuite CRM

Oracle Netsuite CRM Partner Relationship Management

This CRM solution includes a built-in PRM system. In short, it allows you to handle partner management and accelerate partner-focused sales. That said, you can easily monitor joint marketing campaigns, revenue, and more. Additionally, the system can automatically calculate and process partner commissions.

There’s also the Partner Center. This functionality gives your partners the ability to access marketing assets and sales enablement materials, place, manage, and track orders, as well as handle and monitor leads.

Another handy feature is the ability to pay both partners and employees within the same system. You can easily calculate employee commission with the same parameters as your partners’.

Salesforce

Salesforce CRM partner relationship management

The Sales Cloud PRM system comes as an optional add-on, which costs $25/user/month (annually), or $10/login/month (annually). Note that this add-on is only available to the Sales Cloud Enterprise and Unlimited plans.

Sales Cloud’s PRM works similarly to Oracle’s. It also allows you to track joint campaigns, hand partners over sales enablement materials, and let partners handle their activities on their own within the platform.

However, Sales Cloud cannot calculate and process commissions directly within the platform.

Customization Options

Oracle NetSuite CRM

This CRM solution is extremely customizable. Aside from creating custom reports and tracking personalized business metrics, NetSuite gives you the ability to create custom user experiences based on your employee’s location and preferences through a no-code approach.

You can optimize dashboards for specific use cases, add specific features, display custom data or add custom user roles, for instance. Moreover, you can also add modules by picking and choosing between NetSuite’s other products for building a solution that’s custom-tailored to your needs.

SalesForce

Sales Cloud is not much different. This platform also allows you to customize the CRM’s interface to better reflect your company’s needs and corporate identity. As mentioned, you can tweak colors, add logos, integrate specific features in certain dashboards, and more – all via a drag-an-drop-interface.

Furthermore, you can build custom applications through AppExchange. Lastly, you can seamlessly integrate Sales Cloud with other Salesforce products like Marketing Cloud and Service Cloud.

Customer Service Tools

Oracle NetSuite CRM

Oracle offers plenty of service tools designed to deliver increased customer satisfaction. For one, this CRM platform includes case management. You can easily access crucial customer information and assign as well as route customer support cases from multiple channels, like phone, email, web, and more.

Additionally, you can monitor support cases by tracking them based on customers, case types, products, or issues. As for analytics, the platform lets you assess call volumes and resolutions, case trends, subscription renewals, and overall customer satisfaction.

Moreover, Oracle provides a customer portal. Customers can easily pay invoices, track order status, and communicate with support agents. Meanwhile, you’re able to view your clients’ past orders and support cases to deliver better service and enhance customer relationships.

Lastly, the CRM platform covers case management. In other words, you can create a knowledge base filled with training videos, scripts, and articles, so support reps have quick access to information that will help them do their job better.

Salesforce

Out of the box, the Sales Cloud includes case management and a read-only knowledge base. However, if you’d like to access more customer service tools, you’ll have to go for the Service Cloud, Salesforce’s dedicated customer service solution.

Starting from $25/user/month, the Service Cloud includes features like order management, case milestone tracking, the ability to set up an omnichannel customer support supervisor, and much more.

Verdict: Oracle NetSuite CRM Wins in Features

Although both CRM tools offer excellent functionalities, Oracle NetSuite CRM is the more complete solution. Aside from CRM-specific tools, this platform also includes out-of-the-box customer service and PRM-centric features.

These functions are only available with Salesforce via paid add-ons or by using the platform’s other products.

Salesforce vs NetSuite CRM: Ease of Use

Oracle NetSuite CRM

Oracle NetSuite CRM dashboard

Although Oracle is a highly complex product it still manages to deliver a user-friendly experience. The platform’s navigation is easy to follow, giving you quick access to essential features like reports, leads, or opportunities.

Meanwhile, its dashboards give you a quick overview of key metrics and team tasks. As mentioned, you can customize the platform’s interface in a no-code manner. Consequently, tweaking Oracle to fit your business needs is easy and won’t require any dedicated experts.

Moreover, since Oracle is an integrated cloud business suite, the need for third-party integrations is diminished. Oracle’s products come in multiple modules which are designed to seamlessly integrate with each other.

Salesforce

Salesforce CRM dashboard

The same thing goes with Salesforce. The platform also allows you to customize it to your liking with a straightforward drag-and-drop interface. Moreover, integrating the Sales Cloud with other Salesforce products doesn’t take any effort.

In terms of third-party integrations, the AppExchange makes enhancing the platform’s functionality easy. Simply download and install the app of your choice, and you’re done!

However, Salesforce might take less time to set up, and you get a CRM solution right out of the box. With Oracle, on the other hand, you’ll need to spend a little more time configuring the platform to your needs and merging it with other Oracle products.

Both Are Easy to Use 

Overall, both platforms are relatively easy to use, considering their complexity. That doesn’t mean they’re suited for beginners, though. Both Salesforce and NetSuite are highly complex products.

That said, businesses with no prior experience in CRM solutions will need to spend a considerable amount of time learning the ropes and how to make the most out of these platforms.

Salesforce CRM vs NetSuite CRM: Integrations

Oracle NetSuite CRM

Oracle NetSuite CRM Connector

As mentioned, the CRM system integrates seamlessly with other NetSuite products, like the platform’s payroll, workforce management, or accounting software, for instance.

There’s also the NetSuite Connector, which allows you to integrate NetSuite with various eCommerce platforms like Shopify, Magento, WooCommerce, Amazon, and more. Additionally, you can integrate the platform Point of Sale (POS) and logistics systems.

Salesforce

Salesforce CRM App Exchange

Again, the CRM integrates seamlessly with other Salesforce products like the Marketing Cloud, Sales Cloud, Service Cloud, etc. Meanwhile, AppExchange allows you to integrate Salesforce with thousands of other apps. Note that some apps are paid, while others come free of charge.

Salesforce Wins in Integrations

Considering the number of integrations, Salesforce wins in terms of third-party applications. There are thousands of apps to extend the platform’s functionalities. However, note that NetSuite still includes many out-of-the-box tools that aren’t otherwise available with Salesforce.

That said, with NetSuite, you likely won’t need to rely on integration as much as with Salesforce.

NetSuite CRM vs Salesforce CRM: Pricing

Oracle NetSuite CRM

Oracle NetSuite CRM System Pricing

NetSuite‘s pricing is not disclosed. You’ll need to get in contact with the sales team to get a custom quote based on your business needs. However, note that pricing comes under an annual license fee and can cover other NetSuite products besides the CRM.

There’s also a one-time set-up and implementation fee. According to user reports the platform is quite expensive and you might be subject to price increases over time.

Since NetSuite also takes care of other business processes besides CRM, you should make sure that you’re ready to be committed to the platform in the long term to get your money’s worth.

Otherwise, you may risk losing money, while switching back to other platforms may be a headache.

Salesforce

Salesforce CRM System Pricing

Salesforce covers four pricing plans:

  • Essentials – $25/user/month (annually): Get access to basic functionalities like lead management, contact management, case management, simple automation, and more.
  • Professional – $75/user/month (annually): Unlock the platform’s Configure Price Quote (CPQ) features, along with collaborative forecasting, pipeline management, and more.
  • Enterprise – $150/user/month (annually): Get access to unlimited automation, roles/permissions and unlock opportunity scoring, advanced reports, etc.
  • Unlimited – $300/user/month (annually): Unlock lead scoring, AI-driven conversation insights, Sales Insights, and more.

There’s also a 30-day free trial for all pricing plans.

Salesforce Wins in Pricing

Salesforce takes the cake here. Its pricing packages are straightforward and you can upgrade or downgrade your plan at any given time. There are also no frequent price increases, unlike Oracle.

Salesforce vs NetSuite: Customer Support

Oracle NetSuite CRM

Users report that customer support is mostly hit-or-miss. Most common complaints revolve around slow long wait times and generally unhelpful advice. Meanwhile, other users praise NetSuite‘s support for its promptness and professionalism.

However, keep in mind that customer support is tiered and can cost extra.

Salesforce

All pricing plans give users access to standard support. This includes a self-serve knowledge base, access to the Trailblazer Community, and basic technical support.

There are also three other customer support tiers. They will give you access to 24/7 phone support, coaching, and more. Pricing is not disclosed.

As for user reviews, people generally regard Salesforce’s support as prompt and helpful.

Salesforce Wins in Customer Support

Although both platforms put additional customer support behind a paywall, which is a massive drawback, Salesforce gets the winning edge. Users are generally satisfied with the platform’s support teams. You can find a massive library of documentation to help you troubleshoot and fix issues.

You can also get in touch with other Salesforce users and get help through the Trailblazer Community.

NetSuite vs Salesforce: Pros and Cons

Now that we’ve had an in-depth look at each platform, let’s briefly summarize and examine each solution’s strengths and weaknesses.

Oracle NetSuite CRM Pros

  • PRM and customer service tools are included
  • Highly customizable
  • Excellent reports
  • Highly versatile

Oracle NetSuite CRM Cons

  • Customer support may leave to be desired
  • Susceptible to regular price increases
  • Pricing is not disclosed

Salesforce Pros

  • Thousands of integrations are available
  • Pricing is transparent
  • Highly customizable
  • Highly scalable

Salesforce Cons

  • PRM and advanced customer service tools are add-ons
  • Additional customer support levels will cost extra
  • Not as versatile as Oracle

NetSuite CRM vs Salesforce: Conclusion

Salesforce Sales Cloud and Oracle NetSuite CRM are highly advanced CRM platforms. However, these tools vastly differ from one another.

More specifically, Oracle NetSuite CRM is meant to be used along with other NetSuite products to accommodate multiple business processes like accounting, workforce management, financial management, inventory management, etc. Consequently, NetSuite might be the better choice for enterprise-level companies looking for an all-in-one solution that they can use across their entire organization.

In contrast, you can use the Salesforce Sales Cloud by itself, making it a more affordable option. However, you can also use other Salesforce products, like Marketing, Sales, or Service Cloud, once the need arises.

This makes Salesforce a much more flexible and scalable option. That said, the platform is suitable for companies of all sizes looking for a solid CRM system with the possibility to extend to other tools once business needs start to grow.

Share the Post:

Related Posts