New NetSuite for iPhone coming soon....
The all-new NetSuite for iPhone app will enable you to run your business from the convenience of your iPhone, everywhere you go! Featuring a gorgeous new user interface designed from the ground up, you will have full ability to view and interact with key NetSuite record types (including the ability to create, edit and delete) to maximize productivity of employees on the go. With the new NetSuite for iPhone app, maintain the same 360-degree view of your business as you can from your personal computer.
With NetSuite for iPhone, you can do all these things while you’re away from the office:
- Perform business actions on records such as approving sales orders, accepting customer payments and more. Working with records includes full support for your custom fields and scripted business logic
- Access your Home dashboard to view key performance indicator metrics and scorecards, report snapshots, trend graphs and more; all your key settings will automatically match your Home dashboard on the web
- Manage calendar activities and view your schedule by day, week or month. Accept or decline event invitations, mark tasks as completed and create and edit events on the go
- Access any Saved Search to view customer data relating to sales, opportunities, support, issues and more (excluding Summary types)
The new NetSuite for iPhone app will be free to download and use, and does not require any user setup. This app supports for standard and custom roles except for Customer Center, Partner Center and Vendor Center roles. This app is not yet publicly available, but will be officially released and available for download from the Apple App Store during the NetSuite Release 2013 Version 2 upgrade cycle.
Apple, and iPhone are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc.
Smart Email Marketing Templates (Beta)
Every marketing and sales team wants to find efficient new ways to generate new leads and encourage their existing customers to increase their future purchases. With NetSuite Version 2013 Release 2, marketing managers can more easily leverage their NetSuite data to get more out of their email marketing efforts. Marketers will now be able to create email templates that use scripting to define the relevant content of the communication. Scriptable email templates are capable of generating dynamic content for each recipient based on sales data stored in NetSuite.
For example, marketing managers can use this feature to create email campaigns based on recently bought items and offer a promotional discount to those same customers for a future purchase. With scripting capability support for email templates, users can customize and present more relevant information for specifically targeted audiences efficiently without creating individualized emails one at a time.
This feature is being released as a beta feature. With this initial release, new scriptable templates will be limited to email marketing templates and will extend to all other template types in a future release. NL tags and all existing templates will continue to work in this release.
Improved Lead Information Retention via Online Customer Forms
Lead generation captured through online forms has become a challenge for many growing businesses as new contacts may or may not overlap with existing records already in the system. To help marketers ensure that the correct lead information is retained from these forms without overwriting critical customer information, NetSuite Version 2013 Release 2 enables full control over updating contact and customer records via online form submissions.
Each field on the online form, which can be used on both contact and customer records, can now be mapped directly to both records. This feature will be particularly helpful when leveraging online forms to generate new leads while simultaneously exercising control over which existing customer and contact records should be updated or unchanged from the information being collected.
Improved Issue Relationship Management
Company reputations are often based on their ability to resolve issues promptly. The challenge with issue resolution becomes particularly apparent when trying to identify and track multiple issues that are related but managed individually by different people. With NetSuite Version 2013 Release 2, issue relationship management is much easier and transparent. Customer service representatives and developers will have better reach and visibility into issues that are either dependent or related to other issues documented in separate records.
This feature will make it easier for users to identify and document whether issues are truly new, recurring or dependent on some other issue without having to spend extra time doing additional searches across other issue records. Customer service representatives and developers can be more confident that they are viewing all the relevant issue information in a single place so that they can focus on resolving all issues promptly and efficiently.
Improved Data Management: Merging Duplicate Support Cases
With increasing competition in the market, customer satisfaction is more important for business success. As your company grows, however, duplicate support cases may emerge while your customer service representatives try to resolve as many open cases as promptly as possible. With NetSuite Version 2013 Release 2, duplicate support cases are much easier to manage. Customer service representative resources will be optimized since they will no longer have to do manual copy-and-paste actions between the master and duplicate case records.
For example, email support cases that are submitted multiple times and containing the same request can be merged into a single record. With a simple click, the duplicate case records will be merged into a master support case record so that customer service representatives can be more efficient identifying and managing the true number of open cases outstanding and spend time prudently without working on the same case as one of their peers.
Improved Data Management: Deleting Mass Support Cases
Similar to the new feature to merge duplicate support cases, with NetSuite Version 2013 Release 2, customer service representatives no longer need to waste time reviewing illegitimate new support cases. Customer service representatives now have the option to delete multiple invalid case records, such as ones created from spam messages or out-of-office notifications, quickly with just a few clicks and leaving only the true cases that need to be reviewed. As a result of this filtering and mass deletion of illegitimate support cases, you can improve your customer response time and quality by focusing on legitimate support cases only.
Improved Data Management: Merging Mass Records
As companies grow, a common side-effect is the increase in duplicate records. As your customer base grows, whether organically or through an acquisition, it becomes more difficult to manage customer relationships when different users are creating records that are actually duplicates. With NetSuite Version 2013 Release 2, it is easier than ever to merge records to ensure a 360-degree view of the customer from a single source. Duplicate record management has been significantly improved by removing the limit of records that can be merged with a single merge operation. Administrators can now define and perform complex duplicate record resolutions regardless of the number of records that exist. Similar to other mass update actions, administrators can define criteria for the records to be merged, set parameters for the merge operation and schedule automated merge activities to occur on a periodic basis.
Support for Read-Receipt Email Notifications
New read-receipt flag option will confirm message was received
Read-receipt status can be tracked to manage outstanding responses
With NetSuite Version 2013 Release 2, customer service and sales representatives can now request read-receipt notifications for all outgoing email messages to specifically identified recipients, such as customer contacts. Once the email has been viewed by the recipient, the read-receipt will be dispatched to the original sender and stored as a record in the system.
By enabling customer service and sales representatives to confirm that email messages have been received, the status of any outbound critical communications can be tracked quickly and easily. This feature can be particularly helpful in determining next steps when a customer has not received and read emails. A detailed list of read-receipt status can also be tracked by the original sender so that all communication related to an email is documented.
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