NetSuite Training Courses
NetSuite CRM and Sales Management Training – ART03
Course Overview
You should be sending someone if:
• You are embarking on a new NetSuite implementation as having at least one project team member attend this course prior to the implementation will deliver substantial in-house capability that will ensure that the full range of Netsuite Sales and CRM functions are considered when determining how Netsuite can best assist this vital function; or,
• You have had staff changes that have resulted in a new senior Sales management who need to become fully aware of the sales and CRM capabilities of Netsuite.
• You feel you should be taking advantage of more of the exception Sales and CRM functions of Netsuite and need Senior Sales management to be the lead agents for this.
The attendee will be learning:
The attendee will be learning:
• Setting up core aspects that provide the foundation for the full NetSuite CRM ecosystem.
• Processes available in the Lead capture and assignment process.
• Configuring and managing the Pipeline process.
• Sales Teams and Sales Rep activity tracking.
• Reporting Analytics and Dashboard configuration
Leading the users through the hands-on experience, the Trainer will ensure that the participant will become well versed in the array of configuration elements of NetSuite, where they can be found, and how they should be implemented or modified on an on-going basis.
The course involves two days of direction by the Trainer with extensive instructor-led assignments that will provide a practical, hands-on experience that will reinforce the knowledge gained.
Course Location
• On the client site, with a minimum of two attendees.
• At the AVT Training facility as part of a private course with a minimum of two attendees.
• At the AVT Training facility as part of a public course.
Prerequisites
Each attendee will be provided with:
• A digital Workbook to be used during the course.
Please note that users should bring their own laptops for the course; WiFi access will be provided.
Fees
AUD $3,200 per attendee for a minimum of two attendees.
Course Duration
2 day course
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ART02 – NetSuite Finance Training
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