NetSuite Lead to Cash Process - CuriousRubik

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CuriousRubik

NetSuite Lead to Cash Process

Business Technology

www.curiousrubik.com Office:+1 646 459 2754

Process Oriented Product
Positioning
© NetSuite Inc. 2013 2
Lead-Order-Cash

Typical marketing/sales/finance pipeline
© NetSuite Inc. 2013 3
FINANCE
Reco
gnize
Invoi
ce
Fulfill
Eloqua, Marketo, etc.

Typical marketing/sales/finance pipeline
4
FINANCE
Reco
gnize
Invoi
ce
Fulfill
Salesforce.com
© NetSuite Inc. 2013

Typical marketing/sales/finance pipeline
© NetSuite Inc. 2013 5
NetSuite

NetSuite: Lead-Order-Cash
© NetSuite Inc. 2013 6
Renewals
Marketing automation
Sales force automation
Order to cash management
Quote OrderLead Opportunity Renew
Fulfill &
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
© NetSuite Inc. 2013 7

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
© NetSuite Inc. 2013 8

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
© NetSuite Inc. 2013 9

Modern ERP Should Integrate the Business
CEO CFO
Sales Rep/
Manager
Support
Manager
Ecommerce
Manager
Shipping
Manager
Customers
Vendors Partners
ECOMMERCE
PSA
ERP
CRMSINGLE DATA
SOURCE
NetSuite

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NetSuite Lead to Cash Process - CuriousRubik

1. www.curiousrubik.com Office:+1 646 459 2754

3. Typical marketing/sales/finance pipeline © NetSuite Inc. 2013 3 FINANCE Reco gnize Invoi ce Fulfill Eloqua, Marketo, etc.

6. NetSuite: Lead-Order-Cash © NetSuite Inc. 2013 6 Renewals Marketing automation Sales force automation Order to cash management Quote OrderLead Opportunity Renew Fulfill & Invoice Recognize Revenue NetSuite CRM NetSuite ERP

7. 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 © NetSuite Inc. 2013 7

8. 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 © NetSuite Inc. 2013 8

9. 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 © NetSuite Inc. 2013 9

10. Modern ERP Should Integrate the Business CEO CFO Sales Rep/ Manager Support Manager Ecommerce Manager Shipping Manager Customers Vendors Partners ECOMMERCE PSA ERP CRMSINGLE DATA SOURCE NetSuite

11. www.curiousrubik.com @curiousrubik

NetSuite Lead to Cash Process - CuriousRubik

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