As you work with your customers, issues will come up for your customers that you need to address and resolve. In NetSuite, these issues are called cases, and the individuals in your company who handle cases are called support reps. Understanding how to set up and use...
Setting up lead routing and lead conversion in NetSuite is only the beginning of the potential that the NetSuite sales process provides. An accurate understanding of how to establish quotas and how to do forecast reports is also key. Generating quotas and forecasts in...
The sales force automation capabilities in NetSuite provide businesses with an invaluable asset. As we looked at in our previous post, one of these advantages is the ability to manage lead routing, whereby new leads are automatically assigned to designated sales teams...
How well do you understand the sales process in NetSuite? Over the next several blog posts, we will be digging deeper into the sales process so we can have a well-rounded understanding of how sales work in NetSuite. But first, we need to understand some big-picture...
Did you know you can send emails directly from NetSuite? While this information is likely not news to you, chances are you may not be using this feature to its fullest potential. The ability to use email in NetSuite, whether you’re contacting vendors and customers,...
