The NetSuite forecasting feature is simple to use and available with little setup required. As sales reps create opportunities and close deals, NetSuite automatically includes these amounts in our sales forecast. The Calculated Forecast NetSuite calculates our sales forecast as the sum of the following: Opportunities with no estimates attached or with estimates that are… Continue reading Setting Up Sales Forecasting
Tag: Sales Force Automation
NetSuite Sales Force Automation
NetSuite CRM sales force automation capabilities power your sales organization with unified processes — from opportunity, upsell and quote management to sales forecasting, order management, fulfillment and commission payments. NetSuite intelligent item recommendations use AI to provide personalized product recommendations. Recommendations are configurable to prioritize aggregate buying behavior such as recently added items, items the… Continue reading NetSuite Sales Force Automation
Setting Up Sales Force Automation
The NetSuite SFA includes all the tools you need to efficiently manage your sales teams. NetSuite manages each stage of your selling process from lead generation to lead assignment, from opportunity to order. Setting Up Sales Teams The first step to manage sales with NetSuite is to set up your sales teams. Follow the below mentioned… Continue reading Setting Up Sales Force Automation
Tailored Online Forms for CRM and Sales
As part of your company’s efforts to streamline customer interactions and boost sales, you are seeking ways to effectively collect customer information and manage leads. You’ve decided to leverage both the CRM and Sales Force Automation features in NetSuite to achieve this. To provide a seamless experience for website visitors and ensure consistency with your… Continue reading Tailored Online Forms for CRM and Sales
Lead Source Management
Requirement: The requirement is to define and track the sources through which new leads come to the company. The system should allow for capturing lead sources in various scenarios, including marketing automation, online lead capture forms, lead imports, and manual tracking for different campaign channels. Summary: The company needs a robust lead source management system… Continue reading Lead Source Management