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How to Setup & Use NetSuite CRM (Leads, Opportunities, Workflow and more)

On-Demand

During this webcast, we will demonstrate how to setup and use the following capabilities in NetSuite CRM.

  • Leads and Opportunities
  • Customer Statuses
  • Sales Rules and Territories
  • CRM Workflow

We will demonstrate the advantages of using the capabilities of NetSuite CRM that fully integrated with NetSuite ERP.  Using NetSuite’s full capabilities, there is no need for integration or data migration, it’s all there and ready to flow directly into your Sales Order processes. In addition, data flow into your contacts, AR and straight to your GL.

Would you like to educate yourself and your company on all that NetSuite CRM can offer your company without additional CRM platforms?   Do you want to simplify your processes to fully utilize the capabilities of NetSuite?  Well, look no further than NetSuite!  Do you want to customize your CRM within NetSuite to meet your needs?  This is the webinar for you.

If you'd like to see any of our hundreds of recorded webcast, please visit the GSI Resource Center.


If you would like to see our complete webcast schedule, or register for upcoming educational webcasts, please visit www.getgsi.com/webcasts.

Please submit any questions, comments or feedback through the following Contact Us or webinars@getgsi.com.