This course is meant for marketing and sales teams and project managers.
How to set up and manage preferences for sales force automation and order management, modify standard reports, set up and use Saved Searches and KPIs, trend graphs, meters and scorecards.
By the end of the training session, participants should be able to:
- Describe standard Sales Lead to Quote business process
- Describe standard Quote to Order Processing and Fulfillment business process
- Use standard reports, saved searches, KPIs, graphs, meters and scorecards to help managers analyze data and identify opportunities or problem areas.
We offer the NetSuite for Sales course both on site and remotely. The course usually lasts one day, though the exact duration of training is determined by the level of the class and your particular needs.