Lead to Order Flow in NetSuite


NetSuite is a very powerful tool when it comes to tracking pre-sales. It is not just a system where you record and track all transactions, but you can set up some really excellent functions within which will prove beneficial for business clarity. You can establish quotas for sales reps, forecast your sales depending on those set quotas. And something which is even cooler is that you can also compare whether the forecasted revenue matches the established quotas. Here’s how it looks like:

Lead-to-order-in-netsuite

Tracking newly generated leads within NetSuite is very easy. Converting leads to prospects, and prospects to customers is not difficult either. NetSuite is proficient in managing pre-sales transactions like opportunities and quotes. It is also easy for one to create a sales transaction from the opportunity or quote. No need of repetitive data entry, or creating a new transaction from scratch every single time. Once you generate an opportunity, creating quotes, sales order or even invoices through it is very simple.

NetSuite can also help you set the sales reps on transactions. It can also auto pull the sales rep as per the rule defined. Not just that, we can have sales teams and devise their contributions for a sales activity. We can manage sales commissions within NetSuite as well.

Customer Centre:

Did you know NetSuite can let customers have access into your system? You can have a customer dashboard for your Clientele to see all that they need to. Not just they can see their open balances, last sales activities but also they can order new items or ask for quotes, record payments or deposits. What more – they can also register for support cases through their very own dashboard. Here’s how a customer dashboard looks like:

Lead-to-order-flow

You can request us for the demo of any other module in NetSuite; Email your requirement on sales@bistasolutions.com or call us at USA: 858 401 2332 Other Region: +91 897 609 8988

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4 Comments on "Lead to Order Flow in NetSuite"

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Laweren Cegillen
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Laweren Cegillen
3 years 9 months ago

What a material of un-ambiguity and preserveness of valuable knowledge about unexpected feelings.

Brian Hain
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Brian Hain
3 years 9 months ago

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3 years 3 months ago

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1 year 2 months ago

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