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NetSuite CRM and Sales Management Training – ART03

Course Overview

This is a comprehensive designed for the senior who will have as their primary responsibility the operation and maintenance of the Sales and CRM Operation functions within Netsuite. It will deliver the knowledge required so that Netsuiite will help meet the need to improve sales performance and customer relationships.

You should be sending someone if:

• You are embarking on a new NetSuite implementation as having at least one project team member attend this course prior to the implementation will deliver substantial in-house capability that will ensure that the full range of Netsuite Sales and CRM functions are considered when determining how Netsuite can best assist this vital function; or,

• You have had staff changes that have resulted in a new senior Sales management who need to become fully aware of the sales and CRM capabilities of Netsuite.

• You feel you should be taking advantage of more of the exception Sales and CRM functions of Netsuite and need Senior Sales management to be the lead agents for this.

AVT NetSuite CRM Training

The attendee will be learning:

Setting up core aspects that provide the foundation for the full NetSuite CRM ecosystem.

Processes available in the Lead capture and assignment process.

Configuring and managing the Pipeline process.

Sales Teams and Sales Rep activity tracking.

Reporting Analytics and Dashboard configuration

Leading the users through the hands-on experience, the Trainer will ensure that the participant will become well versed in the array of configuration elements of NetSuite, where they can be found, and how they should be implemented or modified on an on-going basis.

The course involves two days of direction by the Trainer with extensive instructor-led assignments that will provide a practical, hands-on experience that will reinforce the knowledge gained.

  • Overall, the NetSuite Inventory Management Course has provided a useful guide on the operation and maintenance of the Inventory Management functions within Netsuite. After the training, participants are able to implement plans and policies to optimise the performance of Warehousing and Inventory assets. The layouts between Uniden’s current ERP system, which is Baan, and Netsuite are vastly different. However the underlying concept remains the same, all management elements are included. Users have the freedom to customize the settings on Netsuite to suit their needs.

    Justin Tong
    Justin Tong Service Manager and Product Development Manager, UNIDEN AUSTRALIA
  • Using AVT Training Courses our staff were able to understand NetSuite better which made the implementation easier, as we understood the system as it was being Configured. The AVT trainers were professional subject matter experts and the course was invaluable to our NetSuite implementation success.

    Mark Donnely
    Mark Donnely Director, FULTON INDUSTRIES AUSTRALIA
  • AVT's NetSuite Admin training course helped us to enable our NetSuite admins to understand the system which made them proficient in understanding the key administrative aspects of Netsuite to we can confidently administer changes with our system and drive business improvements.

    Chris Morgan
    Chris Morgan Operations Manager, STREET FURNITURE AUSTRALIA
  • The advantage of having classroom-type training is providing the opportunity to focus on the training materials without interruptions which is somewhat difficult when in the office doing the online training. Keeping it as a 1 on 1 or a couple of people in the course allowed it to follow at the trainees’ pace and still covering all course material, also the assignments were relevant to the material.

    Chris Vasiliou
    Chris Vasiliou Business Systems Administrator, STREET FURNITURE AUSTRALIA
  • The AVT NetSuite Inventory Management Training Course provided is easy to follow, questions are welcomed and discussed. The instructor delivered additional and useful information.

    Jin Lin
    Jin Lin Warehouse/Inventory Officer, UNIDEN AUSTRALIA
  • The NetSuite CRM Training Course instructor was able to relate to any questions and give answers that included real case scenarios!

    David Podger
    David Podger Sales Manager, FULTON INDUSTRIES AUSTRALIA
  • The finance training course provided the overall functionality of Netsuite. Our trainer, Ross also shares his knowledge and insight of best practice, and explain each question thoroughly with patience.

    Jessica Wong
    Jessica Wong Accountant, KEY PHARMACEUTICALS
  • I am full of praise for Ross Leahy – he took the time to understand our business and tailored his training to us

    Diane McDonald
    Diane McDonald Accountant, TASKA PROSTHETICS
  • Ross is great, takes the time to explain, explains the ‘why’ and has really good knowledge

    Simon Boyd
    Simon Boyd CFO, TASKA PROSTHETICS

Course Location

The course can be held:

On the client site, with a minimum of two attendees.

At the AVT Training facility as part of a private course with a minimum of two attendees.

At the AVT Training facility as part of a public course.

Prerequisites

Each attendee will be provided with:

A digital Workbook to be used during the course.

Please note that users should bring their own laptops for the course; WiFi access will be provided.

Fees

AUD ​$3,200 per attendee for ​a minimum of two attendees.

Course Duration

2 day course

Related Courses

AVT NetSuite Admin Training

ART01 – NetSuite Admin Training

AVT NetSuite Finance Training

ART02 – NetSuite Finance Training

AVT Netsuite Inventory Management

ART04 – NetSuite Inventory Management Training

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