A 360 Degree View of Your Business

The benefits of an Integrated Web Based business system for a professional services company are great. Professional services automation, PSA, is now available through NetSuite's acquisitions of OpenAir and QuickArrow. Today a professional services firm can estimate a project, sell it, manage its budget and resources, monitor billable hours and expenses and validate its profitability.

Of course there are many other challenges faced by a professional services firm and in the discussion below we hightlight several of them:

Multiple, disconnected systems: With NetSuite's integrated CRM and ERP each department has access to a full, real-time client record. From Sales to Support, Accounting, Marketing and Services Management, each views the same client record without duplicate entry. It's simple and seamless.

Profitability:  Create projects, from pre-defined templates if you wish, for fixed bid, time and materials or a hybrid and then resource it and manage to plan. NetSuite enables project based budgeting and the application of revenue and expenses, including employee billable time and expenses, by project. Know your metrics, and see your profits grow.

Management View of Client/Project mix:  NetSuite's integrated Suite means that you'll always know the status of your projects and your revenue stream. And with OpenAir PSA your team always has the Project view they need.

Project Status for Clients:  NetSuite, built on an Internet platform, offers a Client Center, allowing your clients to view the status of their projects online, inlcuding their A/R balance.

Sales Lacks Visibility:  Marketing leads are immediately routed to sales people based on your rules and easily tracked for quick confirmation of follow-up ; Customer Service is fully integrated for easy access and resolution to your clients' issues and sales can see it all.

Billable Time Errors:  NetSuite's Employee Center offers online Time and Expense entry, putting data entry into the hands of those who know best, and when you resource a project you determine who may enter time and, if it's billable, what rate you charge. With NetFlex and SightLines you can write more exact rules for further error prevention

Employee Self-service:  NetSuite's on-demand, Internet enabled applications allow access from anywhere at anytime to a complete business management system including an Intranet Portal for internal collaboration.

Like to learn more about the benefits of NetSuite's web based applications? For our whitepaper on Achieving the NetSuite Advantage, or for our 3 day mini-course How to Implement NetSuite please fill out the form below, and we'll respond the next business day.

Perhaps no industry has changed faster than wholesales distribution over the past 10 years.

Gaining customer's trust has never been more important, or more difficult. Increased competition and tight margins require wholesale distributors to persuade customers to return, time and again. Everything must work to make the customer's experience positive. From their first visit to the last delivery, there can be no foul-ups. Management must have the right tools in place to make it all work seemlessly.

How You Sell: The Internet added a sales channel that no one can afford to ignore. E-commerce is now the largest sales channel for wholesale distributors. But really taking advantage of this new sales medium requires a completely integrated software suite. Your customers are not going to be pleased to find out that what they ordered is actually out of stock. Gaining Customer's Trust requires running a meticulous E-commerce site. Customers not only want to place their own orders, they want to see their balance, request a return or log a service case. These self-service functions are now part of the buyer's experience and expectations

How You Partner: You also maintain one or more partner channels, through which you move product volume, but at steep discounts. This is no less challenging than E-commerce. You must streamline and control the process from order through payment to generate profits in the channel. But how? The fax machine is 1980s technology. Have your dealers enter their orders and make payments online. Let them manage the relationship with as much ease and visibility as the direct customer. What buyers want, whether direct or partners, is control in the relationship..

How You Manage Inventory and Fullfilment: NetSuite combines a sophisticated Inventory Management System with Advanced Shipping and Receiving functions to make visible each transaction as it tracks from Order Entry to Cash. And when your business grows you manage inventory at Multiple Subsidiaries with  Multiple Locations with Multiple Bins.

NetSuite provides the tools your company needs to offer a completely integrated experience to your customers.

Here's the Short List:

• Complete CRM system with SFA, Partner Management, Marketing and Customer Service
• Inventory Management, including Lot, Serial and Assembly (with Work Orders)
• Full Accounting functionality, Integrated Shipping and Electronic Payments
• E-commerce Content Management System

If you would like further information or a NetSuite Trial, just fill out the short form at the bottom of the page. You and your staff can login to a complete demo system, and really get a sense for how a single integrated system can help you ramp up the volume, and the profits.

The benefits of NetSuite's single, integrated Web Based business system for a company in Software Development and Sales couldn't be more dramatic.

Consider these points: 

Quote to Order to Invoice Process is broken. Sales and operations are not on the same page. Trying to match operational needs to the pipeline is impossible. With NetSuite's integrated CRM and ERP sales and operations have access to a full customer record, and a complete pipeline.

Pricing has no rhyme or reason. Software has become especially difficult in recent years as vendors seek better return by offering more complex price alternatives. But few systems can handle it, and the result is that sales runs all of the schemes through spreadsheets. The Order Management system looks like every customer has a unique price. NetSuite offers so may different ways to create price tables, and also some unique customization capabilities. We can meet any pricing need.

Once sold the challenge is to manage revenue for both the health of the company and GAAP revenue recognition principles. NetSuite offers a complete Revenue Recognition and VSOE compliant module that will handle every possible contingency.

All software companies must have service. This is a challenge to offer. NetSuite has an integrated case and issue management system that enables you to receive your customer's cases by email, phone and online. Managing cases is much easier with an integrated system and the benefits become very clear when the whole organization can see how a customer progresses with the software.

Most software companies also manage software implementation projects. NetSuite Professional Services Automation is second to none. And with OpenAir completely integrated a professional services organization has a complete PSA solution.

If you would like us to contact you please fill out the form below. We would be happy to send you one of our whitepapers, just let us know in the comments: Achieving the NetSuite Advantage; Lessons Learned Implementing the Solution for Brand Owners; 7 Steps to CRM Success.

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