NetSuite Lead to Cash Process - CuriousRubik

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© NetSuite Inc. 2013 2

Process Oriented Product Positioning

Lead-Order-Cash


Typical marketing/sales/finance pipeline

FINANCE

Reco

gnize

Invoi

ce

Fulfill

Eloqua, Marketo, etc.

4


FINANCE

Reco

gnize

Invoi

ce

Fulfill

Salesforce.com

© NetSuite Inc. 2013



NetSuite


NetSuite: Lead-Order-Cash

Renewals

Marketing automation

Sales force automation

Order to cash management

Quote OrderLead Opportunity RenewFulfill & Invoice

Recognize Revenue

NetSuite CRM NetSuite ERP


Marketing automation

Real-time campaign execution and management

Automated multi-source lead capture

Email marketing

Campaign statistics analysis and reporting

Lead conversion tools

Automated lead nurturing programs

Supports upsell marketing


Powerful opportunity management

Manage opportunities across all stages

Pipeline view to Sales managers

Contact and activity management

One-click conversion:

– Opportunities quotes Sales orders

Team selling


Order-to-cash management

Sales orders invoicing and revenue recognition

Order fulfillment inventory management

Automated pricing and discounting rules

Automated revenue recognition

Self-service Customer Center

Modern ERP Should Integrate the Business

CEO CFO

Sales Rep/Manager

Support Manager

EcommerceManager

ShippingManager

Customers

Vendors Partners

ECOMMERCE

PSA

ERP

CRMSINGLE DATASOURCE

NetSuite

www.curiousrubik.com@curiousrubik