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Mastering the NetSuite Customer Center: Tips and Tricks for Businesses

When you use an ERP system, its primary objective is to simplify your job by allowing you to perform complex tasks quickly. The same could be said about NetSuite. It provides various functionalities to achieve various business goals super quick. One of its remarkable features is the NetSuite Customer Center. In this blog, we will explain what it is, what it does, and why you should use it.

What is NetSuite Customer Center?

Let’s start with understanding what NetSuite Customer Center is. Simply put, it is a web-based platform enabling customers to interact with businesses easily. 

The Customer Center role in NetSuite provides a standard role for customers, allowing them to view their estimates, orders, invoices, and payments. You can customize this role to adjust the permission level for specific tasks in the center. 

For example, if you don’t want customers to make payments from the Customer Center, you can set the level for Customer Payments to None instead of Edit. 

The purpose of any customer center channel is to enhance the customer experience by providing quick and efficient interaction that leads to satisfaction. When this happens successfully, it also reduces the workload of customer support teams, as NetSuite Customer Center automatically takes care of many elements. 

As a result, a personalized experience is created for every customer, increasing customer loyalty. When customers’ loyalty increases, it positively impacts sales and various business channels. 

Why to Activate NetSuite Customer Center?

If you haven’t used the NetSuite Customer Center before, the first step is to enable it. We have highlighted the instructions below to make them easy to follow, and in no time, your Customer Support in NetSuite will be enabled.

Many users ask if NetSuite Customer Support is worthwhile, and the answer is yes, it is totally worthwhile. Clients gain autonomy by accessing their accounts, reviewing orders, and processing payments independently, which boosts customer satisfaction and reduces the burden on support teams. 

Additionally, businesses can enhance operations by automating tasks such as order processing and invoice generation. The automation provided by the customer center saves time and reduces the chances of manual errors. 

Therefore, it is worth using the customer center, as many businesses have been reaping its benefits. So, why not your company?

Activating NetSuite Customer Center

Now, let’s get into it. How do we enable the NetSuite Customer Center? Follow these below steps:

Step 1: Setting Up the Customer Center Role

  1. Create a New Role: Start by making a new role specifically for the Customer Center.
  2. Define Permissions: Determine what actions and data this role can access.
  3. Assign Users: Choose the users who will manage the Customer Center and assign them this role.
  4. Configure Settings: Customize layout, theme, and features to suit your needs.

Step 2: Assigning the Role to Users

  1. Access Administrator Role: Log in and go to the Administrator role.
  2. Manage Roles: Under Setup, navigate to Users/Roles > Manage Roles.
  3. Select Role: Choose the role meant for the Customer Center.
  4. Assign Users: In the Access tab, add users to this role.
  5. Save Changes: Confirm changes and exit the role management page.

Step 3: Configuring the Customer Center

  1. Access Setup Menu: From the dashboard, go to Setup.
  2. Manage Roles: Under Users/Roles, select Manage Roles.
  3. Edit Role: Find or create a role with access to the Customer Center.
  4. Permissions Tab: Go to the Permissions tab.
  5. Enable Access: In the SuiteCommerce Advanced section, enable Customer Center permission.
  6. Save Changes: Save the updated role settings.
  7. Company Settings: Under Company, go to Customers > Website.
  8. Enable Customer Center: Check the box to activate the Customer Center.
  9. Save: Confirm changes to apply them.

Step 4: Customizing Customer Center Pages

  1. Access Customization: Navigate to Setup > SuiteCommerce Advanced > Customer Center.
  2. Customize Pages: Click “Customize Pages” to open the editor.
  3. Select Page: Choose the page you want to customize.
  4. Add Components: Drag and drop components onto the page.
  5. Design Elements: Modify layout, colors, and branding to match your brand identity.
  6. Preview and Test: Ensure the changes meet your requirements.
  7. Save and Publish: Once satisfied, save and publish the changes.

By following these steps, you can efficiently set up and manage your Customer Center in NetSuite.

Amazing Features in NetSuite Customer Center 

User Friendly Dashboard 

You’ll see an intuitive dashboard interface within the Customer Center upon successful activation. This dashboard is the go-to for everything, including monitoring critical customer metrics. If you want to track sales activities or see the customer data in real-time, you’ll see it in the dashboard. The best thing about it is its user-friendliness. NetSuite’s dashboards are easy to navigate, making it easy to get used to them. 

Managing Customer Records

NetSuite Customer Center makes creating, changing, and organizing customer records easy for users. You can sort them out based on age, what they’ve bought before, and how they like to be contacted. Doing this lets your company have more personal and better relationships with customers. So, NetSuite makes it much easier to categorize things the way you want. 

Enhancing Sales Orders

The way the Customer Center works together with NetSuite’s sales order system is really amazing. It completely changes how you handle orders. Users can easily make and manage sales orders, check how orders are doing, and keep a close eye on how much inventory we have. This helps businesses improve their sales processes and gives customers a great buying experience.

Responding to Customer Inquiries

In today’s busy business world, talking to customers quickly and well is super important. The Customer Center gives us a special place to handle customer questions and issues. As a result, fixing problems and making customers happy becomes much more accessible. You can monitor all the questions, give tasks to the right people, and ensure we answer quickly. 

Advanced Search Filters

NetSuite has good search tools in the Customer Center to make finding information faster and work more efficiently. These strong search options help users quickly find particular customer records, sales orders, or support tickets using specific criteria. Using these advanced search filters, businesses can speed up finding data, make work smoother, and make intelligent decisions using the latest information.

Customizing the Customer Center Interface

NetSuite’s Customer Center is great because it lets businesses make it their own. You can change how it looks and feels to match your style and brand. Whether it’s adjusting the layout, picking colors, or adding your company logo, users can make the Customer Center feel unique and match their brand. This way, it gives a personalized and consistent experience for everyone using it.

Integrating Third-Party Applications

The NetSuite Customer Center goes beyond its built-in features by easily working with many other apps and plugins from different companies. Whether connecting with email marketing tools, CRM systems, or online stores, businesses can add more features to the Customer Center based on their needs. This makes it flexible and helps companies to work better, streamline tasks, and give customers an even better experience.

Best Practices for Customer Center Management

To make the most out of the NetSuite Customer Center, businesses should follow these helpful tips:

  1. Keep Customer Records Up to Date: Check and update customer information regularly to ensure it’s correct and complete.
  1. Use Automation Tools: Automation tools simplify repetitive tasks and boost productivity.
  1. Train and Support Users: Provide thorough training and support to users to get the most out of the Customer Center and use it effectively.
  1. Stay Informed: Keep up with the latest updates and improvements in the Customer Center by checking NetSuite’s official documentation, training resources, and support channels.

Overall, this was all about the NetSuite customer Center. A lot of businesses are already using it to their fullest potential. And now it’s your business turn. But ensure you first activate it using the steps we have highlighted above. Once activated, you are good to use it. See around the features. 

Look at the highlighted features – they’re the top ones, but there are many more to explore. NetSuite is an ERP that’s easy to use, so even if you start exploring by yourself, you’ll find your way around. That’s everything from us.
If you are interested in any NetSuite-related services, contact Folio3. We would be delighted to help and take you on board as our prestigious client.

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