Request: How can I enable and utilize the Team Selling feature in NetSuite to associate sales transactions and customers with sales teams?
Solution: The Team Selling feature in NetSuite allows you to associate sales transactions and customers with sales teams comprised of various employees. This feature enhances collaboration and streamlines the sales process by involving not only sales reps and managers but also engineers, account managers, and other employees who contribute to sales efforts. To enable and utilize the Team Selling feature, follow these steps:
- Enabling the Team Selling Feature: go to Setup > Company > Enable Features > CRM.
- Key Changes and Functionality with Team Selling: Once you have enabled Team Selling in NetSuite, the following changes and functionalities will be available:
- Sales Rep Field Replacement: The Sales Rep field on sales transactions and customer records will be replaced with a Sales Team subtab. This allows you to associate sales teams with transactions and customers instead of individual sales reps.
- Sales Rep Box Replacement: The Sales Rep box on employee records will be replaced with a Sales Role field. This change enables the assignment of appropriate sales roles to employees participating in sales teams.
- Automatic Sales Role Assignment: Existing employees who were previously marked as sales reps will be assigned the Sales Rep sales role to maintain their association with sales activities.
- Enhanced Group Creation: The Create Group page will have an additional option called “Select Sales Team Members.” This option simplifies the process of creating and assigning members to sales teams.
- Sales Reports: NetSuite provides reports such as Sales by Sales Team Summary and Detail and Sales Orders by Sales Team Summary and Detail. These reports allow you to analyze sales performance based on sales teams.
- Data Organization: Sales reports will be grouped by default, organizing data by sales rep and sales team for a comprehensive overview of sales activities.
- Impact on Existing Transactions and Customers: The Team Selling feature affects existing transactions and customers as follows:
- Existing customers or sales transactions associated with a single sales rep will display the sales rep on the Sales Team subtab. NetSuite designates this rep as the primary sales rep.
- Existing customers or sales transactions associated with a sales group created before Team Selling was enabled will display the group members on the Sales Team subtab. NetSuite does not assign a primary sales rep by default in this scenario.
By enabling and utilizing the Team Selling feature in NetSuite, you can leverage the power of collaborative sales teams and streamline your sales processes. It allows for the efficient assignment of leads, prospects, and customers to sales teams using sales territories. Additionally, it provides enhanced reporting capabilities to analyze sales performance at both the individual sales rep and sales team levels.