Streamlining their business, how the process works, and bridging those gaps of how they’re currently doing those manual processes to get those reports and data is going to grab their attention. They will be very experienced in strategy and corporate development. We have the possibility if the CFO is still using the Excel and disparate… Continue reading CFO Insights: Persona, Mindset, Buying triggers, Challenges, Exploratory questions
Author: Sandhra Simon
CEO Insights: Persona, Mindset, Buying triggers, Challenges, Exploratory questions
In a sales process cycle, we will be facing mostly 2 common people, they are Buyers and Influencers. In that CEO plays a key role in buying the system. CEO has the highest ranking and is the one who makes major decisions in the company. There are also ones that manage the overall operations and… Continue reading CEO Insights: Persona, Mindset, Buying triggers, Challenges, Exploratory questions
Role of a Sales Manager
A sales manager is one who builds and nurtures a team. Communication skills is one of the most possible trait he should have. Before he speaks, should listen first, because he should understand what the sales rep is actually saying. The manager should be aware of the message that is transmitted to the sales rep… Continue reading Role of a Sales Manager
Negotiating NetSuite Licenses
Summary of the webinar conducted by the Oracle is given below. Beliefs, Skills, and Techniques If you are a practitioner in negotiating, you are more fear-free. In order to close the deal, we have to partner with the NetSuite team and close it. Not by negotiating against the netsuite. Think about why we are solutioning… Continue reading Negotiating NetSuite Licenses
Joint Execution Plan
Why JEP matters Helps Qualify deals Establishes process & timing expectations Uncover customer decision makers, influencers, Champion, etc Learn & anticipate steps in the customer buying process Holds both parties accountable Goals of JEP Provide a better buying experience and highlight the suite success methodology Provide a mutual understanding of the activities that need to… Continue reading Joint Execution Plan
7 Areas of Value Talk Track
1st … we need the “ Magic Phrase” … Sounds like you are interested in taking a closer look at NetSuite… Is this something you wanted to take a look at this year; or next year? ………………………………………………………………………………………………………………………………………………………….. Then we probe for the committee…………………….. Let’s take a few minutes to clarify your areas of interest and… Continue reading 7 Areas of Value Talk Track
Standard Searches and Reports vs. SuiteAnalytics Workbook
Both standard NetSuite searches and reports can be scheduled for future processing, and the results of both saved searches and reports can be emailed to other users. SuiteAnalytics Workbook does not currently support either capability. However, workbooks can be shared and charts can be displayed in special analytics portlets on user dashboards. Saved searches support… Continue reading Standard Searches and Reports vs. SuiteAnalytics Workbook
SuiteAnalytics Workbook
What is SuiteAnalytics Workbook? SuiteAnalytics WorkBook turns real-time data into easy-to-read data visualizations. Access to important data is critical when making important business decisions. Combines database queries and data visualizations in a single tool. Leverages a new Analytics data source for record/field metadata consistency. Diagnostics analytics allows you to identify why something is happening. Key… Continue reading SuiteAnalytics Workbook
Resource Skill Set SuitApp
Create a Skill Category A Skill can represent either knowledge or the ability to perform a task. For each skill, you can definedifferent expertise levels, such as basic, intermediate, and advanced.You can create Skill Categories to group related skills under the same classification.Steps1) Perform a Global Search to locate the New Skill Category page.2) Enter… Continue reading Resource Skill Set SuitApp
Enable Resource Allocation feature
To enable the Resource Allocation feature, navigate to Setup, Company, Enable Features. Under the Company subtab, scroll down to locate the Resource Management section. Select the Resource Allocations checkbox. NetSuite displays a notification that related SuiteApps will be available when you enable this feature. Click Save. Note that once the Resource Allocation feature is enabled,… Continue reading Enable Resource Allocation feature