Driving CRM Adoption
This is it: You’ve finally made the decision to add a customer relationship management (CRM) system to your business. …
Tis the Holiday Sales Season
The holiday season is upon us! All is merry and bright . . . unless you’re struggling to manage…
Boost Your Document Management in NetSuite (While Saving Money, Too!)
Document management is just as crucial a part of managing your business as data management is. What documents you…
Quick Ways to Improve Sales Collaboration with Finance—and Vice Versa
It’s become an unfortunate reality for many companies that the relationship between finance and sales is more confrontational than…
Sales Tools for Success: How to Empower Your Team with CRM
Raise your hand if you’ve ever heard this proverb: “If you give a man a fish, you feed him…
Improving Data Quality: The Key to CRM Success
Recent studies show that companies using customer relationship management (CRM) software can have an increase in sales of about…
Managing Holiday Sales Planning with NetSuite Integrations
The holidays are coming, the most wonderful time of the year for a retailer’s bottom line. Sales abound and…
Building Business Intelligence with NetSuite . . . and Excel?
Modern businesses now have access to more data about their customers, products, websites, social media presence—you name it—than ever…
Overcome Budgeting Process Challenges by Linking Excel and NetSuite
It’s that time of year again: budgeting season. Every department of the business is reviewing and submitting income and…
Make Your NetSuite Dashboards Work Even Better for You
Like a dashboard in your car shows speed, RPMs, and gear all at a glance, dashboards in business are…
Working with NetSuite Saved Search: Basic and Advanced Techniques
Earlier in the year, we gave you an introduction to NetSuite saved searches, which help users analyze NetSuite data…
Save Time on NetSuite CSV Imports with These Tips
CSV imports. Did you cringe just reading that? We understand: CSV imports are absolutely necessary for updating large quantities…