Book Image

NetSuite for Consultants

By : Peter Ries
Book Image

NetSuite for Consultants

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)
Section 1: The NetSuite Ecosystem, including the Main Modules, Platform, and Related Features
Section 2: Understanding the Organization You Will Implement the Solution for
Section 3: Implementing an Organization in NetSuite
Section 4: Managing Gaps and Integrations
Appendix: My Answers to Self-Assessments

Differentiating client leads, prospects, and customers

When we talk to clients about who their customers are, we usually want to help them break those lists down into the following three categories as a starting point, so we can easily map the lists into NetSuite:

  • Leads are people or businesses you've not sold anything to yet, but who you believe might be interested in your products or services.
  • Prospects are people you have started talking to but have not sold anything to yet.
  • Customers are companies or people you have made any sort of sales transaction with and whom you hope to sell to again in the future.

However, how your client thinks about their customers is typically going to start very differently. We find this is commonly an area where terminology gets confusing, as the client uses the terms they run their business with now, and consultants tend to use the terms NetSuite uses. As a good consultant, you must always be conscious of when you're...