Excel Customers

Full cycle from the contract until the NetSuite collection allows you to automate the full cycle from the moment that a contract is signed until the client makes payments, including CRM, recruitment and actions of financial processes. The system allows you to set advanced billing actions related to the collection of project-based contracts. Commissions integrated NetSuite is the only CRM system based on Web in providing follow-up to commissions, which is essential to motivate sales teams having visibility in real time, reducing errors and accuracy, timely payment. Managed in the system, commissions integrated into organizations reduce costs and eliminate the shadow of follow-up by sales representatives. Self-service customer portals for customers centers provide password protected access to the history of projects, outstanding invoices and support which provides a better service at lower cost. Upsell/Cross-sell Automatizac ion processes that allow the user to identify opportunities to cross-sell or upsell through the identification of complementary services or related to the currently contracted by the client. Go top of integrated professional services automation.

Services firms typically perform project management and project management in independent software packages including Microsoft Project, Excel and document management systems. This creates silos of information, errors, time-consuming administration by inefficiency and frustration both staff and customers. NetSuite integrates tracking and project management transparently with their applications back and front office with clear lines of visibility inside and outside projects for internal teams and their customers. This translates into greater collaboration, profitability and customer satisfaction. Pre-established control NetSuite services company Edition allowed companies to handle multiple types of projects including time and materials, fixed prices and costs.

Teams can create project activities and link them to specific customers. You can even create sub-activities. All records of project activities including start date, estimated date of completion, percentage of work completed, actual end dates, as well as all income and expenses associated with each project.