Field sales and sales operations teams are responsible for a multitude of tasks, including getting communication with prospective customers into NetSuite for 360-degree visibility, creating and processing quotes, updating forecasts/purchase orders, talking to manufacturers, as well as negotiating shipping, tracking, and renewals.
With so many aspects to manage, often companies need a solution to help save their sales users time and increase productivity in creating and sending out customer quotes, tracking forecasts, and producing purchase orders as quickly as possible. Excel is highly productive and efficient because it reduces the likelihood of any costly errors compared to manually manipulating the data directly within NetSuite.
We will share how CloudExtend has helped other NetSuite customers with:
- Creating quotes: Technologent saved 7300 hours in one year creating 500-1500 line quotes directly in Excel
- Pipeline reporting/forecasting: MIND Research significantly improved the accuracy of the sales team’s forecasting and reduced IT support cases previously needed to produce them by 50%
- Adding email communication and files to NetSuite: Mentoring Minds removed communication silos and gained business insights, such as how many engagements led to converting a prospect to a customer
- Creating dashboards: Our team uses CloudExtend every day for sales dashboards and other reporting
General Manager, CloudExtend
Head of Sales & Customer Success, CloudExtend
Solutions Consultant, CloudExtend