Unlock Efficiency with NetSuite’s CRM Specialized User Licenses

Posted by Sarah Buchanan on 12/9/24 10:15 AM

NetSuite’s new CRM Specialized User Licenses are now available, offering a cost-effective way to provide tailored access for employees in sales, marketing, and support. With predefined permissions, these licenses are perfect for team members who need to view and act on customer data without the overhead of a full general user license.

Why This Matters for Contivio Users

When paired with Contivio’s AI-powered contact center, these licenses unlock seamless integration between customer interactions and your CRM. Here's how:

  • Customer Information Access: Equip your agents with the ability to view customer records, contact details, and account history directly within Contivio.
  • Sales Pipeline Monitoring: Track leads and opportunities in real-time while managing communications from a unified platform.
  • Activity and Interaction Logs: Ensure a complete view of all customer interactions, empowering agents to deliver personalized service without missing a beat.

With this streamlined approach, Contivio transforms NetSuite CRM into a comprehensive contact center solution, ensuring every interaction drives value.

Learn More

Explore the full potential of CRM Specialized User Licenses and how they integrate with Contivio in our detailed NetSuite Infographic.

Written by Sarah Buchanan

Sarah Buchanan
Born and raised in the San Francisco Bay Area, Sarah now resides in Orange County, CA with her family. In addition to a strong background in sales and customer success, Sarah has 7 years of call center management experience. Her deep understanding of the crucial requirements for both users and supervisors within a contact center platform sets her apart, making her a valuable asset to the Contivio team.