NetSuite Success

Custom reports have saved me hours and turned a tedious payroll submission into a simple, efficient and comfortable process. I access custom reports for specific Pay Periods and easily transfer the data to my ADP EasyPay payroll worksheet. All employees post their hours in NetSuite’s Weekly Time Tracking where they indicate hours for Holidays, Vacations, and Sick/Personal time off from work (Paid Time-Off Report). Read more »

When coming in to take over the invoicing duties at Blue Tent marketing we didn’t have a clear understanding of what payment methods our clients used. We offer clients three choices on how they can pay their Blue Tent invoices: pay by check, by credit card, or via ACH. We had no idea of how many open invoices were assigned to each payment method and didn’t really have clear visibility into when and how much would be processed and deposited into our checking account. Simply put, trying to manage cash flow was a challenge. What did we do about it? First we clearly labeled each customer Read more »

Netsuite CRM Use:
We are getting ready here to start a new marketing push to current clients to help the move forward with a Google Apps implementation.  I posted a few months back about our transfer to a single Google email system and in the weeks since our company has taken advantage of many of the collaboration documents and spreadsheets.  In the  last few months our IT director completed all the necessary steps to become a Google Apps certified consultant.  So now it's time to sell! We are working on a series of Netsuite reports to mine our customer data base for the most likely candidates to offer this service. This has been a great eye opener for our top level management .....  we always "thought" we were utilizing Netsuites software as a service CRM "well"....but we found we have a LOT of work to do! Two things came out of this next generation of CRM use..... First we see that as an organization we have to do a much better job of capturing information about our customers businesses. Read more »