Wizard Systems

NetSuite Webinar with IDC: Maximize Business Value with Cloud ERP

In this webinar, IDC Group Vice President Mike Fauscette discusses how companies are unlocking significant business value by moving to cloud-based business software. Hear real-world examples from NetSuite customers Roku and iAutomation.

 

New NetSuite for iPhone with 2013 Release 2

New NetSuite for iPhone coming soon....

              
Dashboard, Record and Calendar examples in the new NetSuite for iPhone app          

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)

          
Customize your email campaign templates with scripting based on NetSuite data           

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

          
Online customer form with new mapping capability to existing customer and contact records           

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

          
Related issues are now grouped together in a single view for a complete view of all issues           

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

          
Merge action can be applied to 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

          
Case deletion available as a mass update action           

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

          
Duplicate record management is no longer limited to a fixed number of records per operation           

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.

 

 

UK Saleslogix users worried about support of their CRM system?

You might have heard of Sage's recent announcement to sell off ACT! and Saleslogix to a US partner.
 
If you're a Saleslogix user and need to reconsider your CRM systems, we at Wizard Systems would be pleased to work with you.
 
We have 20 years experience of implementing CRM solutions and are partners for Sage CRM (Sage have not sold off their CRM product), Workbooks CRM and NetSuite.  Capabilities include:
 
- Modern solutions with innovative technologies
- Can be 100% Cloud or Web enabled
- Many mobile access options
- Great integration to back office systems
- Easy migration of data
- Vendors' Offices are in the UK
 
If you would like an informal chat about alternative CRM solutions, please give us a call. 

 

How reliable is your Cloud Supplier?

We were sorry to hear that Microsoft's Windows Azure cloud experienced a substantial outage last Saturday, November 24, 2012, with key services in the Western United States region being affected for over nine hours. The outage affected the availability of Compute, Service Bus and Web Sites Services. 

The incident highlights the difference between NetSuite's focus and investment in its own infrastructure and managing the entire stack ourselves with vendors like Epicor and Infor who are dependent on Microsoft Windows Azure. 

NetSuite is not dependent on any outside cloud platform. Because NetSuite is completely focused on the cloud, NetSuite manages and runs on its own dedicated redundant infrastructure. It is important to know that NetSuite made the decision early on to operate its own data center because NetSuite views its platform as strategic and has more than 13 years of experience in scaling and managing it. That's why NetSuite does not share infrastructure with other companies, nor is it beholden to any external cloud platform like AWS or Azure for its operations or for providing uptime and availability.

This outage simply highlights that any cloud buyer should closely inspect the provider's operations, ensure they have the resources to manage their operations, and have a consistent uptime track record.

NetSuite's average uptime is 99.96%. See the NetSuite System Status here

 

50% off first year NetSuite subscription for Sage users switching to NetSuite

Does Sage provide the visibility, efficiency and agility your business needs to achieve its true growth potential?

Over 500 businesses have already upgraded from Sage to NetSuite to support business growth, streamline operations and provide real-time visibility into business performance. Through the NetSuite Sage Switch Program, a business can realise the dramatic cost savings that can be achieved through NetSuite, the industry's leading on-demand financial software solution. NetSuite has delivered proven performance and value for thousands of companies for more than 10 years.

NetSuite today have announced a 50% discount on first year subscription for Sage Users.

With NetSuite, you also get much more for less:

• Reduce maintenance and operation costs
• Grow your company, not your systems, with NetSuite’s Software-as-a-Service (SaaS) architecture
• Realise dramatic cost savings and huge productivity gains thanks to NetSuite’s built-in integration of accounting/ERP, inventory, CRM and e-commerce
• Improve decision-making with real-time metrics and customisable dashboards
• Customise NetSuite to fit the your exact business needs
• Manage multinational subsidiaries and multiple currencies in real time with NetSuite OneWorld.

For more information on the NetSuite offer, please contact Wizard Systems.

 

NetSuite CRM webinar on growing your business with NetSuite #CRM

NetSuite is well known for its complete business solution encompassing Account, CRM and Ecommerce, but NetSuite can be supplied by us as a 'CRM' only application with of course the option of upgrading to the full solution at a later date.

On Friday 11th May at 10am UK time, Wizard Systems are running a free webinar to any potential new NetSuite CRM user to show you how it can benefit your company and why it is different from the other CRM solutions out there.

Please click below to regsiter:

5 Key benefits of pushing your business applications into the cloud #crm #cloud #saas

With the growth of cloud computing, businesses must take a strategic long-term view of their application footprint—understand how applications and business processes cross departments and lines of business, and optimise their applications architecture around collaboration and process.

5 Key benefits of pushing your business applications & systems into the cloud are:

(First of all, just to confirm the jargon:  'Cloud' means your system is available from your provider, via the web.  Nothing is normally installed on your own PC.  'On premise' is the opposite and means the application is installed normally in your offices, and so you have to provide a file server and hardware to run it.)

Cost of ownership: The cost of initial start-up may be the most well-known in cost savings with cloud. Because the subscription model for licensing provides predictable costs (sometimes not possible with licensed software), budgeting and planning is easier and more reliable. In addition, with modular product availability, companies do not pay for functionality they do not need or want to use.

Faster time to run live: The time to deploy an application determines just how quickly the organisation can benefit from it. Unfortunately, large and complex on premise implementations can take months or years to complete, especially when IT professionals are in short supply, users are located around the world, and disparate new business units must be brought on-line. Organisations often find that are they simply cannot upgrade infrastructures, adopt and deploy new technology fast enough to keep pace with their business needs. A cloud solution is instantly available to you. There’s nothing to install. No hardware considerations to plan for.  You’re up and running as quickly as possible.

Better security: In general, the cloud provider has far more resources to provide thorough and extensive data security options than a single company can provide for itself. In addition, the computer centres where your valuable data is stored are guarded and secured from the casual access that employees may have to on premise data sites. 

Better management:  As a business owner, you don’t want to manage your systems you want to manage your business.  The responsibility of the provision of the system, performing upgrades, doing backups, is all taken away from you, allowing you to concentrate on more important things.

Reliability and remote access:  Cloud providers offer guarantees on availability and up time and quite often openly publish these stats on their websites for everyone to see. Very rarely are these systems unavailable, and even upgrades they carry out are done out of normal business hours to avoid disruption.  Of course, because you’re accessing your system via the web, you can be anywhere in the world, and use multiple devices like tablets and smartphones.

 

What do you want to invest in to grow your business?

- Your people?  Answer: YES
- Industry-specific technology that can differentiate you from your competition?  Answer: YES
- Your on-premise IT infrastructure and staff to support it?  Answer: NO!

For more information on our cloud based business solutions, including NetSuite CRM, please contact Wizard Systems on 01454 316800.

 

Why Dashboards are important in CRM to manage your business #crm #netsuite

Dashboards are a graphical way of summarising in an application, what's important for you and giving you a real-time view on things that are working well or things that aren't working so well in your business. With dashboards, managers can compare many results to each other. This gives the managers a more accurate view of their organization, more quickly. With traditional reports, managers tend to compare many facts from many reports received over many days; with dashboard reports, it’s all there in front of them, in an instant.

Netsuite's dashboards communicate information quickly, effectively and in real time. Whether a sales person, sales or marketing VP, or customer service manager, NetSuite equips them with the right information at the right time:

For sales: The sales team get instant access to key measures such as achieved vs. quota; actual versus sales forecast; commissions; sales pipeline by stage; % net new customers versus those up-sold

For customer service: The service team can quickly identify % calls resolved; monitor First-Call Resolution (FCR) metrics; analyze customers renewing maintenance; see call volume and trends as well as monitor customer satisfaction

For marketing: The marketing team gets instant lead to close metrics; number of website unique visitors; lead-generation form completion; customer acquisition costs; and much more

For executives: Get cross company visibility into financial and CRM measures—financial measures such as bookings and billing, sales pipeline measures and customer service performance

 

For more information on NetSuite CRM, please contact Wizard Systems on 01454 316800

 

Automate your Lead Nurturing and Drip Marketing with NetSuite #CRM

Is your business running on hard-to-track paper or email-based workflow and approval processes? Are you satisfied that critical process—driven activities, such as lead follow ups, receivables management or sales discounting approvals are firmly under control rather than being left to chance?

Introducing NetSuite's integrated workflow management solution—SuiteFlow. With SuiteFlow, your business gains the powerful and flexible workflow management that ensures everyone in the business is committed to process improvement and business agility.

With SuiteFlow, you can quickly create point-and-click rules-based workflows that automate, streamline, and improve common business processes—whether you're implementing an efficient automated collections process or creating a strong rules-based lead nurturing process.

Key Benefits

 

• Easily create workflows that automate, streamline and improve common business processes across finance, marketing, sales and service
• Respond to change more rapidly by quickly adjusting business processes and approval chains based on the needs of the business or organizational change
• Deploy workflows that move your organization from manual paper and email-based collections processes to automated cash management
• Drive return on marketing spend with workflows that improve conversion rates by intelligently and automatically nurturing leads
• Eliminate maverick activity such as rogue sales discounting by implementing strong auditable approval processes
• Improve performance with dashboards that provide clear visibility into process performance, bottlenecks, and improvement opportunities.

Key Features

• Workflow Manager provides a complete graphical point-and-click solution that allows you to build and maintain workflows
• Quickly assemble rules-based workflows to streamline business processes such as lead nurturing, sales discounting or purchase order approvals, collections management and much more
• Easily specify the triggering events that initiate a workflow, such as when records are viewed, created, or updated—or schedule workflows to run automatically
• Provides marketers with the rules-based workflow tools to improve lead conversion by automatically managing and driving lead nurturing activity
• Easily create and manage lead nurturing workflows that automatically send emails and targeted follow ups based on user behavior such as the recipient opening the email or not, and also based on the target's profile
• Provides the real-time visibility and flexibility to monitor lead nurturing performance and continually adjust the nurturing as necessary to maximize results.

SuiteFlow is built on a proven, mature, flexible and open foundation—SuiteScript. You can even use SuiteScript to create custom actions or call external web services and use them as needed within workflows.

For more information on how NetSuite CRM can boost your lead nurturing process, contact Wizard Systems.

 

Track the complete sales process with NetSuite #CRM - UK Webinar March 1st

No other CRM system has as much functionality as NetSuite CRM to track the complete sales cycle from lead acquisition through to quote and order.

•    It has far more in it than traditional CRM systems like ACT!  Maximizer and Salesforce
•    Fully 'hosted' so nothing to install, and quick time to implementation.  No need to worry about upgrades & backups - it's all done for you
•    Customer Support Tracking - So your Sales people and Customer Service people are using the same system
•    Customer self service portal - Customers log their own issues on the web
•    Advanced sales forecasting
•    Advanced e-mail marketing.  Generate e-mail campaigns and measure the response to get true ROI on your activities
•    Real-time dashboards give you instant snapshots of key performance indicators (KPIs), such as new leads, opportunities, sales orders, commissions, support cases and forecasts
•    Create Quotes at a click of a button.  Even supports multiple currencies
•    Easy upgrade from existing CRM systems
•    Available in multiple languages - Even Russian, Japanese and Chinese
•    NetSuite CRM is the only CRM solution that can be completely integrated with the 'back office' and your accounting system for—order management, fulfillment and financials—reducing manual entry and risk of error, and accelerating processes
 
Want to really see what the capabilities are for your company? Join NetSuite and our CRM experts for a short (30 minutes) on line presentation on Thursday 1st March at 2pm.  This presentation is hosted by Wizard Systems.  Based in Bristol, we have 19 years experience in implementing & supporting CRM systems.
 
To register for this free on line presentation, please click on the link below:
https://www2.gotomeeting.com/register/382042562