User wants to create a Dynamic Contact Group of Customers that purchased a specific item. Solution Create a Customer Search: Navigate to Lists > Search > Saved Searches > New Select Customer Search Title: Insert a Title Click Criteria tab > Standard subtab Filter: Note: For every required field use the drop-down menu to select… Continue reading Create Dynamic Contact Group of Customers that Purchased a Specific Item
Category: Sales and Marketing
SuiteApp: SuiteSuccess CRM Workbooks
The SuiteSuccess CRM workbooks offer powerful views to any user looking for a deeper understanding of their CRM performance. This SuiteApp delivers specific workbooks built to highlight Activities, Opportunities, Estimates, Forecasts, and Sales. These workbooks provide a wide view of an organization’s overall CRM performance. Key Benefits Provides real-time CRM analytics Pre-configured sets of easily… Continue reading SuiteApp: SuiteSuccess CRM Workbooks
NetSuite vs. SAP ByDesign
SAP Business ByDesign is a midmarket product that most closely resembles NetSuite in terms of system architecture and the businesses it serves, but it is no longer a product SAP is actively investing in or developing. Effective April 2023, new development for ByDesign will be limited to critical security and legally required updates, with SAP… Continue reading NetSuite vs. SAP ByDesign
NetSuite vs SAP: An Overview
NetSuite and SAP have both developed widely used midmarket ERP systems. While NetSuite offers a single cloud-based ERP product, SAP has three distinct systems. NetSuite NetSuite is a business management system with a variety of modules that help businesses better manage their financials and operations and increase automation across the business. The resulting improvements help… Continue reading NetSuite vs SAP: An Overview
Selling NetSuite: Addressing Customer Pain Points for a Stronger Sales Pitch
Successful ERP selling relies heavily on the ability to empathize with and address customer pain points effectively. When selling NetSuite, a sales rep needs to identify the unique operational issues a company faces, such as disjointed financial systems, inefficient inventory tracking, or lack of business intelligence. By framing NetSuite’s capabilities as solutions to these pain… Continue reading Selling NetSuite: Addressing Customer Pain Points for a Stronger Sales Pitch
How a CRM Amplifies ERP Sales Efforts: Turning Prospects into Partners
A strong CRM platform is indispensable for ERP sales teams, as it helps streamline the complex and often lengthy sales process involved in selling systems like NetSuite. With a CRM, sales reps can track interactions, follow up promptly, and have insights into the entire sales pipeline. This ensures that nothing falls through the cracks—whether it’s… Continue reading How a CRM Amplifies ERP Sales Efforts: Turning Prospects into Partners
The Value of Expertise in ERP Sales: How NetSuite Knowledge Drives Success
In the ERP sales landscape, particularly with solutions like NetSuite, expertise is a powerful differentiator. Unlike traditional sales, selling an ERP involves in-depth knowledge of a business’s operational needs, industry-specific challenges, and technological roadmaps. Sales professionals well-versed in NetSuite can engage in consultative selling, where they identify critical business pain points and demonstrate how NetSuite’s… Continue reading The Value of Expertise in ERP Sales: How NetSuite Knowledge Drives Success
ERP Fundamentals: Part 2 – Implementation, Challenges, and Best Practices
In Part 1, we covered the basics of ERP systems, including their components, benefits, and types. In Part 2, we’ll look at the ERP implementation process, potential challenges, and strategies for a successful deployment and usage. 6. The ERP Implementation Process Implementing ERP requires strategic planning and phased execution. Here are the core stages: Requirement… Continue reading ERP Fundamentals: Part 2 – Implementation, Challenges, and Best Practices
ERP Fundamentals: Part 1 – Understanding the Basics
Enterprise Resource Planning (ERP) systems have become vital to the success of many businesses by streamlining processes and enhancing overall efficiency. For organizations considering ERP or those new to the concept, it’s important to understand ERP’s fundamentals, how it functions, and why it’s so valuable. 1. What is ERP? Definition: ERP, or Enterprise Resource Planning,… Continue reading ERP Fundamentals: Part 1 – Understanding the Basics
Best Practices for Selling SaaS Solutions: Part 2 – Advanced Techniques for Success
In Part 1, we covered essential foundational practices for selling SaaS solutions. Now, in Part 2, we’ll explore advanced strategies, including handling common objections, effectively managing pricing discussions, and fostering long-term client relationships. 6. Handle Objections with Confidence Every sales conversation will likely involve some objections, whether they’re about cost, implementation, or compatibility. Prepare responses… Continue reading Best Practices for Selling SaaS Solutions: Part 2 – Advanced Techniques for Success