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NetSuite for Consultants

NetSuite for Consultants

By : Peter Ries
4.7 (7)
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NetSuite for Consultants

NetSuite for Consultants

4.7 (7)
By: Peter Ries

Overview of this book

NetSuite For Consultants takes a hands-on approach to help ERP and CRM consultants implement NetSuite quickly and efficiently, as well deepen their understanding of its implementation methodology. During the course of this book, you’ll get a clear picture of what NetSuite is, how it works, and how accounts, support, and updates work within its ecosystem. Understanding what a business needs is a critical first step toward completing any software product implementation, so you'll learn how to write business requirements by learning about the various departments, roles, and processes in the client's organization. Once you've developed a solid understanding of NetSuite and your client, you’ll be able to apply your knowledge to configure accounts and test everything with the users. You’ll also learn how to manage both functional and technical issues that arise post-implementation and handle them like a professional. By the end of this book, you'll have gained the necessary skills and knowledge to implement NetSuite for businesses and get things up and running in the shortest possible time.
Table of Contents (27 chapters)
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1
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
5
Section 2: Understanding the Organization You Will Implement the Solution for
11
Section 3: Implementing an Organization in NetSuite
21
Section 4: Managing Gaps and Integrations
1
Appendix: My Answers to Self-Assessments

How to set up customers in the account

With a typical client's implementation, setting up the customers should be straightforward, but getting this right is critical to the success of the project overall. In Chapter 7, Getting to Know the Organization's Customers, Other Entities, and Items, we gathered the client's requirements for these entities. With those specific requirements in mind now, we need to help the client start defining their customer records correctly so that they can be used for activities, transactions, support cases, and so on.

I want to call out how important doing this well is to your client's success, since a business' customers (and their needs and wants) should always be central to its operations. How can a business be successful without happy customers? As you're setting up these screens and the data in the account, ensure you're enabling your client's customer service reps to help people quickly and efficiently. When...

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NetSuite for Consultants
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