Overview: Virtual Office for NetSuite

8x8 integration with a CRM 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 Virtual Office, 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 has an existing record by searching your NetSuite records. It pops the matching Virtual Office for NetSuite 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 agents who use version 3.1 of Virtual Office integration with NetSuite.

Availability

8x8 integration with NetSuite is currently available in the United States and the United Kingdom.

Features

Using Virtual Office for NetSuite you can:

Limitations

The NetSuite integration can only be launched in a floating window.

Browser Requirements

We recommend using Google Chrome to ensure a smooth experience.

Supported CRM Objects

Virtual Office for NetSuite supports the following objects in NetSuite: