CRM (Customer Relationship Management) Articles

The Application Performance Management (APM) SuiteApp enables you to see and manage the performance of your NetSuite customizations and business critical operations. You can use the dashboard, [...]

Explore the AVT Bulk Invoicing Emailing Tool, a powerful solution that simplifies the process of generating and sending invoices in bulk. Discover how this innovative tool streamlines invoicing [...]

NetSuite is the #1 cloud-ERP platform and offers a variety of configurable email templates to users. Depending on your role, there are a few ways to create NetSuite Email Templates...

Discover how to optimise communication workflows by leveraging the power of NetSuite's email templates. Explore the benefits of using pre-designed templates to create professional and consistent [...]

NetSuite Helps Consumer Watchdog CHOICE Transform Its Business for the Digital Age “NetSuite has given us real-time visibility of our customers and our financials, which helps mitigate risk for [...]

Ryan Lazaro walks us through how users on the go can still get things done with quick dashboards that show trends in KPIs, reviews and approvals of estimates, and T&E submission. This is the [...]

A recording of our CloudExtend Outlook for NetSuite webinar on October 25th 2018. Learn how our customers use our integration to provide everyone in their organization with a 360 degree view of [...]

In this video we walk through 6 different examples of how Contivio drives efficiency and a more personalized customer experience.

In this demonstration, we dive into NetSuite CRM for sales roles. Starting on the dashboard, we'll show reminders, like leads that need follow up as well as tasks to complete.