NetSuite For Dummies

  • 7h 49m
  • Julie Kelly, Luke Braud, Malin Huffman
  • John Wiley & Sons (US)
  • 2011

Want to streamline your business? This is your definitive guide to NetSuite, the customizable, Software as a Service (SaaS) system that will make your job easier. With tips on navigating the various parts of the system, using the "click, not code" capability, and extending and integrating NetSuite into other systems, this book will get you up and running.

  • Learn the basics — get started with setup, customization, forms and records, and terminology
  • Show me the money — explore bookkeeping, accounting, invoicing, and bill paying
  • Automate your sales force — develop leads and handle fulfillment, shipping, and customer projects
  • Attract and keep customers — learn to use NetSuite both as a marketing tool and to manage relationships and customer care
  • Set up and host your virtual storefront — plan your site, create content, take orders online, and integrate with other sites
  • Learn analytics features — master saved searches, key performance indicators, and reporting

Open the book and find:

  • Fundamentals of NetSuite
  • How to manage your organization's money more effectively
  • Tips for streamlining your sales force
  • Advice for providing excellent customer care
  • How to enable transactions on your site
  • Methods for producing real-time business intelligence
  • Strategies for accessing NetSuite's extreme adaptability
  • Ten strategies for successful NetSuite implementations

Learn to:

  • Apply the NetSuite CRM and ERP Web solutions
  • Become proficient with the various components of NetSuite
  • Configure NetSuite using the "click, not code" capability
  • Get organized and bring all the parts together

About the Authors

Julie Kelly is a consultant for a NetSuite solutions provider and has authored NetSuite technical documentation.

Luke Braud is a SaaS application engineer with multiple U.S. patents in SaaS delivery.

Malin Huffman is a Principal Product Manager at NetSuite, responsible for defining software feature requirements.

In this Book

  • Peeking Under the NetSuite Hood
  • Tailoring NetSuite to Your Company
  • Personalizing Your Suite
  • Grabbing Hold of the Dashboard
  • Bookkeeping Basics
  • Invoicing Customers and Paying the Bills
  • Managing Inventory
  • Building a Campaign: Marketing Automation
  • Setting Up Sales Force Automation
  • Turning Leads into Customers
  • Delivering the Goods: Fulfillment and Shipping
  • Managing Projects
  • Providing Excellent Customer Service
  • Planning Your Web Site
  • Adding Content to Your Site
  • Making Your Site Look Great
  • Let the Shopping Begin
  • Fine-Tuning Your Site
  • Realizing the Power of Saved Searches
  • Exposing Metrics on Your Dashboard
  • Reporting and Analytics
  • Ten-Plus Key Differentiators
  • Ten Tips for a Successful Implementation
  • Ten Frequently Asked Questions
  • Managing Partner Relationships
  • Hosting Your Site
  • Integrating an External Site
  • Creating Custom Fields, Tabs, and Tables
  • Writing Your Own Ticket with SuiteScript
  • Securing Your NetSuite Account
  • Exploring Advanced Topics
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