This course will provide a complete understanding of how to manage activities and messages in NetSuite. We will cover setting personal preferences for activities and signatures, examine the different CRM record types, and learn how to use the Create New toolbar. We will also review creating email templates and adding KPI's and reminders to the Dashboard.
Class Type:
Online via Web-conferencing –
schedule
now, fees apply
Duration: 90 min of instruction and
Q & A
Target Audience: All Users
This course will provide Sales Managers and Sales Administrators with a complete understanding of how to set up Sales Force Automation for your company; create sales rules and territories for routing leads; create and publish online lead capture forms; learn to track leads, opportunities, and customers; establish quotas and create sales forecast for your team, view historical sales metrics, and gain an understanding of the searching and reporting capabilities of NetSuite.
Class Type:
Online via Web-conferencing –
schedule
now, fees apply
Duration: 90 min of instruction and
Q & A
Target Audience: Sales Managers and Sales Administrators
This course will provide Sales Reps with a complete understanding of the sales flow in NetSuite; you will learn how to enter leads, opportunities, customers and contact records; how to utilize activities and messaging within NetSuite, how to edit your sales forecasts, and how to best utilize the searching and reporting capabilities of NetSuite.
Class Type:
Online via Web-conferencing –
schedule
now, fees apply
Duration: 90 min of instruction and
Q & A
Target Audience: All Sales personnel
This course will provide support managers with a complete understanding of how to "best" establish a service and support organization and how to create and manage support rules, territories and escalation assignments. You will learn how to manage customer cases effectively; how to attach a solution from the knowledge base to a case; how to set up and manage internal Help Desk cases from external customer cases, and how to customize reports and searches to find and analyze support data.
Class Type:
Online via Web-conferencing –
schedule
now, fees apply
Duration: 90 min of instruction and
Q & A
Target Audience: Support Administrators and Managers
Customer Support and Case Management for Reps
This course will provide support reps with a complete understanding of how to effectively manage customer cases, attach a solution from the knowledge base to a case, respond to and escalate cases, and manage internal Help Desk cases in addition to external customer cases. You will also learn how to use reports and searches to find and analyze support data.
Class Type:
Online via Web-conferencing –
schedule
now, fees apply
Duration: 90 min of instruction and
Q & A
Target Audience: Support Reps
Marketing Automation: Basics
This course is designed to provide a complete understanding of the basic Marketing Automation features in NetSuite. You will learn how to set up NetSuite Marketing features and create the various elements that go into an email campaign. We will create an email marketing campaign and examine the Campaign record, and then we will also review the available reports, such as Campaign ROI and Statistics.
Class Type:
Online via Web-conferencing –
schedule
now, fees apply
Duration: 90 min of instruction and
Q & A
Target Audience: Administrators, Marketing Administrators, Marketing Managers
Marketing Automation: Advanced
This course is designed to provide a complete understanding of the advanced Marketing Automation features in NetSuite. You will learn how to set up the Marketing features as they relate to Keyword marketing campaigns, and how to create or import a keyword campaign. We will discuss Promotional URLs, and examine a Lead record with Keyword marketing information. We will also review the available reports, such as Leads by Paid Keyword and Sales by Keyword.
Class Type:
Online via Web-conferencing –
schedule
now, fees apply
Duration: 90 min of instruction and
Q & A
Target Audience: Administrators, Marketing Administrators, Marketing Managers
SuiteFlex
Customization Basics
This course is designed to provide administrators with an overall understanding of customization including adding fields to entry and print screens, as well as customizing forms for use with different roles. We will outline best practices when customizing, and provide a complete understanding of the different customization options available and when to use each.
Class Type:
Online via Web-conferencing –
schedule
now, fees apply
Duration: 90 min of instruction and
Q & A
Target Audience: Administrators
Role Customization
This course is designed to provide users with an understanding of how to create custom NetSuite roles to fit your company's needs. This gives you additional flexibility in tailoring the level of access you want to assign to your users. You will learn how to set permissions and restrictions to let customers, vendors, partners and employees access specific areas of your data.
Class Type:
Online via Web-conferencing –
schedule
now, fees apply
Duration: 90 min of instruction and
Q & A
Target Audience: Administrators
