CRM Requirements Checklist & Free Template

“CRM Requirements Checklist & Free Template” “22955” Blog Credit: Austin Caldwell, March 7, 2022 (CRM Requirements Checklist & Free Template | NetSuite) A customer relationship management (CRM) system can be a game-changer for almost any business. By centralizing customer information and automating marketing, sales and customer service functions, a CRM solution can help drive sales,…

What Is AP Automation and How Does it Work?

“What Is AP Automation and How Does it Work?” “22943” Blog Credit: Scott Beaver, September 25, 2020 (What Is AP Automation and How Does it Work? | NetSuite) As most finance teams know all too well, a manual accounts payable process can be tedious and error-prone. Working through piles of paper invoices, individually contacting relevant…

CRM Dashboard: KPIs, Examples & Template

“CRM Dashboard: KPIs, Examples & Template” “22941”Blog Credit: Austin Caldwell, March 7, 2022 (CRM Dashboard: KPIs, Examples & Template | NetSuite) Sales teams have used metrics to track progress and success for decades. But the reports of yesterday were static, overwhelmingly detailed and incompatible with how the human brain converts information into insight. Today, data-oriented…

What Is an Inventory Item?

“What Is an Inventory Item?” “22937” Blog Credit: Abby Jenkins, March 7, 2022 (What Is an Inventory Item? | NetSuite) Some businesses make things, some sell things, and some do both. Each of those “things” becomes an inventory item for a company, and all of them together constitute a company’s inventory — usually physical assets…

What Is Order Management? The Ultimate Guide

“What Is Order Management? The Ultimate Guide” “22934” Blog Credit: Abby Jenkins, March 11, 2022 (What Is Order Management? The Ultimate Guide | NetSuite) Order management begins as soon as a customer places an order. For a small business, order management can be a relatively simple and manual process — a few orders picked from…

What Is Item Master Data?

“What Is Item Master Data?” “22928” Blog Credit: Abby Jenkins, March 11, 2022 (What Is Item Master Data? | NetSuite) When it comes to product information, there is one place in a company’s enterprise resource planning (ERP) system that supply chain analysts and operations employees alike can look to find a product’s suppliers, materials used…

14 SaaS Metrics for Financial, Marketing, Sales and Customer Success

“14 SaaS Metrics for Financial, Marketing, Sales and Customer Success” “22922” Blog Credit: Austin Caldwell, March 07, 2022 (14 SaaS Metrics for Financial, Marketing, Sales and Customer Success | NetSuite) We share everything you need to know about metrics relevant to software-as-a-service (SaaS) firms, including the most important measures, formulas, examples and calculations, as well…

12 Core ERP Features: Benefits and FAQ

“12 Core ERP Features: Benefits and FAQ” “22917” Blog Credit: Justin Biel, August 12, 2020 (12 Core ERP Features: Benefits and FAQ | NetSuite) Looking to make the finance team more efficient and improve business operations? Today’s enterprise resource planning (ERP) systems integrate and automate essential financial and operational functions and provide a trove of…