Best practice includes the use of industry-standard email authentication through DomainKeys Identified Mail (DKIM) and campaign email domains. Best practice also includes the careful maintenance of recipients lists who have elected to receive your email messages. Both practices work to increase your deliverability, and reduce the incidence of your email messages being reported as spam. … Continue reading Email Best Practices – Marketing Automation
Author: Diniya A J
Linking Customers and Campaigns for Insights
As your business runs marketing campaigns to engage customers and drive revenue, it’s essential to track the impact of these campaigns on customer interactions. Associating customers with specific campaigns helps in understanding the generated revenue, as well as the number of leads, prospects, and customers resulting from these campaigns. Whether you’re manually selecting lead sources… Continue reading Linking Customers and Campaigns for Insights
Enhancing Campaign Notes and Files
In your efforts to effectively manage marketing campaigns, it’s essential to maintain comprehensive documentation and provide access to relevant resources. Notes and files associated with campaigns help ensure that campaign-related information is well-documented and easily accessible to the relevant stakeholders. Whether you’re jotting down campaign insights or attaching crucial files, the ability to add and… Continue reading Enhancing Campaign Notes and Files
Organizing and Analyzing Marketing Campaigns
As your business conducts various marketing campaigns to engage with customers and drive sales, you need a structured way to organize and analyze these efforts. You want to categorize campaigns based on their types for better reporting and analysis. This categorization helps in understanding the effectiveness of different campaign strategies. Additionally, you aim to capture… Continue reading Organizing and Analyzing Marketing Campaigns
Tracking and Analyzing Online Form Engagement
As your business actively collects leads and customer data through online forms, it’s crucial to gain insights into the effectiveness of these forms. Understanding how often these forms are accessed and completed helps in optimizing lead generation strategies. Additionally, you want to utilize standard reports to analyze the sources of leads coming into your company,… Continue reading Tracking and Analyzing Online Form Engagement
Crafting Your Form’s Look and Feel
As your company aims to optimize its online presence, you recognize the significance of user experience in capturing leads and customer information through online forms. By tailoring the appearance of these forms, you can provide a cohesive and visually appealing interaction that aligns with your brand identity. Whether you’re utilizing NetSuite’s default template or a… Continue reading Crafting Your Form’s Look and Feel
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
Advanced SaaS Metrics
Advanced SaaS Metrics SuiteApp lets you inspect and analyze recurring revenue for contract-based and software as a service (SaaS) business setups. The SuiteApp creates contract transaction records from sales orders, invoices, or CSV imports and then processes them for viewing as metrics on the dashboard. You can do the following from the Saas Metrics dashboard: View tiles for… Continue reading Advanced SaaS Metrics
Invoice Groups Feature Updates
NetSuite allows invoice grouping only for invoices that use the same A/R account. Invoices using different A/R accounts can no longer be in the same invoice group. You can now view the A/R account information in several locations: Invoice Group record – Under Primary Information, Account is a required and read-only field. This field is now… Continue reading Invoice Groups Feature Updates
How to plan a successful marketing campaign
There are six steps to plan a successful marketing campaign.1 1. Identify and understand who your target audience is Before you start the tactical planning process, you need to understand who your customers are and where to reach them so you can anticipate what actions they will take and when they will take them. If… Continue reading How to plan a successful marketing campaign