Using NetSuite to improve your company’s efficiency, but not sure where to start? Look no further, as we give you the top automation tips to save time and money for any company from a large manufacturing organization to a small nonprofit.
Automatically send monthly statements to customers
Save time in your A/R department by automating the monthly billing. This can be full statements or only open items.
Create tasks on lead creation
Using the CRM functionality, set up an auto task for the sales rep listed on a lead to follow up weekly, bi-monthly, monthly, or in a few months.
Email customers that have not purchased recently
If you create a saved search for customers that have not purchased in “x” amount of time, you can tie this to a workflow and automatically have an email sent from your sales rep.
Send a late payment reminder to customers
Tired of having your accounting department chasing down late payments? Use workflow and a saved search to send a templated email and the invoice to your customer.
Welcome letters to new employees
Set up a saved search and workflow once again for new employees once they’re added to NetSuite. Have them receive an automated email with SOPs, information, and whatever else you would like.