6. NetSuite: World’s #1 Cloud ERP
World’s most deployed cloud
business management solution
Used by 16,000+ organizations
Fastest growing top 10 ERP
Used across approx 100 countries
Top 10 Cloud Companies
to Watch
Founded 1998
Publicly traded on NYSE: “N”
Offices in 10 countries
1200+ employees
$309M revenue in FY11
#1 Cloud Business Suite Industry Recognition
Background Performance
Best Financial Management
Best Relationship Mgt.
Best Business Software
Best Cloud Platform
Fastest Growing
Top 10 FMS Vendor
3rd
Year Running
8. One System for Running a Business
8
CEO
NetSuite
ECOMMERCE
NetSuite
CRM+
NetSuite
FINANCIALS
CFO
Sales Rep/
Manager
Support
Manager
Warehouse
Manager
Operations
Manager
Customers
Vendors Partners
SINGLE
DATA
SOURCEVendor Portal
Customer Portal
Web Site
Web Store Marketing
Campaigns
Sales Force
Automation
Customer
Support
Partner
Mgmt
Order Mgmt
Financials
Billing
Payroll
Purchasing
Inventory Work Orders/
Assemblies
11. Powered by the Cloud:
Mobility
Distributed workforce, outsourcing,
contingent workers, any device
Self-Service
Submit web based time and
expenses and purchase requests via the web
Self-serve customers, vendors, partners
Visibility from Anywhere
Real-time role based dashboards,
Self-service reporting and analytics
Personalized
12. On-Premise
Do It
Yourself
HARDWARE
License
Maintain
Patch
Replace
DESKTOP OS
License
Maintain
Patch
Replace
SERVER OS
License
Maintain
Patch
Replace
DATABASE
License
Maintain
Tune
Upgrade
APPLICATION
License
Back-up
Upgrade
Migrate
Financials
CRM
HARDWARE
License
Maintain
Patch
Replace
DESKTOP OS
License
Maintain
Patch
Replace
SERVER OS
License
Maintain
Patch
Replace
DATABASE
License
Maintain
Tune
Upgrade
APPLICATION
License
Back-up
Upgrade
Migrate
Ecommerce
HARDWARE
License
Maintain
Patch
Replace
DESKTOP OS
License
Maintain
Patch
Replace
SERVER OS
License
Maintain
Patch
Replace
DATABASE
License
Maintain
Tune
Upgrade
APPLICATION
License
Back-up
Upgrade
Migrate
Suite + Cloud = Efficiency and Savings
NetSuite
Cloud
Suite(ex:NetSuite)
HARDWARE DESKTOP OS SERVER OS DATABASE APPLICATION
Subscribe
22. For Inventory Items
Sales Order Process
Sales Order Reservation
Accept
Payment
Create
Invoice
Fulfillment
Accounting
Postings
Scenarios:
Sales Order – Invoice
Cash Sale (Manual / POS)
Web Orders
Notes :
a) SO Approval Process can be defined
b) Multiple Deliveries in 1 Sales Order is supported
23. Quotes and Sales Orders Highlights
One click convert
Opportunity to Quote
Opportunity to Order
Quote to Order
Bookings Dashboard
Product & Service Catalog
Parent Item/Hierarchy
Item Groups
Descriptions
Price Levels
Discounts
Per Customer Pricing
Multiple Levels
24. Inventory Management Highlights
Commitment
Real-time availability
Back order management
Preferred stock levels
Serialized Inventory
Serialized assemblies
Item bar coding
Multi-Location Inventory
Lot Management
Lot Numbers
Expiration Dates
Costing Methods
Assembly/Bill of Materials
Include Non-inventory, Service Items
Component quantities & Printable BOM
26. Chart of Accounts Structure
- eg. 4000 – Sales (can be any or all subsidiaries, locations, etc)
- 4001 – Subscription Sales
- Can associate account with one or more specific subsidiaries, to
limit availability of the account to the selected subsidiaries only
- Class/department/location can be restricted but can only be
selected on transactions where that class, department, and/or
location are also selected
Subsidiary Location Department Class
Account Sub-
Account
Supports an unlimited number of GL accounts and sub-accounts – not fixed
and extremely flexible from a reporting standpoints
31. For Inventory Items
PR / PO Receiving
Bills
Payment
Enter Bills
Update
Inventory
Accounting
Postings
Notes :
a) PO Approval Process can be defined
b) Multiple Receiving is possible
Scenarios:
Purchase Request
Purchase Order
Order items (based on Re-order level)
Purchasing Process
32. Add work order record to the sales order/build process
Commit raw materials to a build
Link to a sales order or create a ‘production’ work order to add to regular stock of
assembly
Print BOM picking ticket per the qty of the order
Demand for raw materials factors into Advanced Inventory Management feature
Handle multi-level assemblies
Lay the groundwork for future MRP/manufacturing features
Work Order Build WO
Update
Inventory
Accounting
Postings
Assembly
Item
Define the BOM
Print BOM
Light Manufacturing Process
33. For Inventory Items
Sales Order and Light Manuf. Process
Sales Order Reservation
Accept
Payment
Create
Invoice
Fulfillment
Accounting
Postings
Work Order
34. Advanced
Forecasting
Product Catalog
Service Catalog
Putting the “C” in CRM
Integrated Quotes/Proposals
Document Management
Document Publishing
Integrated Order Mgmt
Bookings Dashboard
Incentive Management
Customer Portal
Project Tracking
Time & Expense
Upsell/
Cross-sell
Website Hosting
Search Engine
Optimization
Website Analytics
Online Catalog
Lead Dashboard
Intranet Sales &
Marketing Tools
Mass E-Mail
Group Calendaring
Resource Availability
+
Lead
Prospect
Qualify
MeetQuote
Order
Service Delivery
Repurchase
Suspect
+
+
+
+ +
+
+
+
35. Components of NetSuite
CRM
Sales force Automation (SFA)
Account Management
Contact Management
Activity Management
Marketing Automation
Lead Management
Campaign Management
Customer Service and Support
Case Management
Knowledgebase Management
Issue Management
Advance Partner Center
Partner Center Access
Productivity Tools
NetSuite – Outlook Integration
Calendar Sharing
Opportunity Management
Quote / Sales Order Generation
Forecasting
36. Customer Center Highlights
Password protected access
View Personalized content
– Project status
– Outstanding quotes
– Order/contract status
– Pertinent documents
Customer Service
– Enter trouble tickets
– Support/service history
– Search knowledge base
37. Lead to Customer Lifecycle
A Contact can be created
anytime throughout a
Customer's Lifecycle
You can create a Saved
Search to display your
Contacts in your Dashboard
Create activities such as
Tasks, Phone Calls and
Events related to a Contact.
38. Top Search Terms Leads by SourceCampaign ROI
Web Form
Lead Capture
Import Data
Web Site Visitors
Inbound Calls
Lists
Plan and Execute
Marketing Campaign
• Google AdWords
• Email Marketing
• Direct Mail
• Cold Calls
• Partners
• TV
• Radio
• Events
• Trade Shows
• PR
• Set up auto-response emails
-”Thank you for your interest”
-Your trial information
-Event details
• Set up lead assignment rules
-Geography
-Company size
-Product of interest
• Use the import wizard or
Excel connector
• Purchased list
• Trade show
• Legacy data
• “Contact me” request
• Free trial
• Event registration
• Organic Web traffic
• AdWords referrals
• Email responses
• Yellow pages
• Google Maps
• Word-of-mouth referrals
Create New Leads
• Search for the customer in NetSuite
• If one doesn’t exist, create a new lead
Lead Quality
Generate More Leads
39. On-line Lead Forms:
Used to receive information from customers / leads from your website (customer
registration or survey)
42. Month-to-Date Trending Closed Business by Month Top Sales RepsTop 10 Deals
Presentation Proposal Negotiation Won
Yes
No
Open Opportunities
You can monitor your
opportunities reports
and dashboards to keep
track of your top deals
and prioritize your time.
Customize NetSuite to fit your internal
sales methodologies and processes,
making it easier to monitor your sales
pipeline.
Use email marketing and call downs
to re-market to your archived
opportunities.
Keep an archive of your dead opportunities.
NetSuite gives your entire company a
360-degree view of your customers and
facilitates collaboration across your
organization, helping you build strong,
lasting customer relationships.
Sales
Support
Marketing
New Customers
Opportunity Management
• Log call notes
• Create follow-up tasks
• Schedule an event
• Send an email
Log Activities
43. Funnel Cases from Disparate Customer
Touch Points
• Technical Support
• Billing Question
• Feature Request
• Updated Account Info
Call Support
Log a Case Online
Email Support
Call Sales
Case Deflection
• Customer Portal
• On-line Form
• Press 1 for Support
• Press 2 for Billing
• support@acme.com
• billing@acme.com
• “While I have you on the
phone…”
•” I don’t know who to call but…”
CTI Integration (optional)
The customer’s information
automatically pops up for the
support rep
Log a Case Manually
The salesperson creates a
case on behalf of the
customer
Email-to-Case (optional)
You can setup email-to-case
so that a case is
automatically created based
on an incoming email.
With the customer portal,
you can set it up so the
customer receives a
suggested solution before
submitting a case
Case Is Created
Your Customer Has
a Question
?
Cases by Source Case VolumeCases by CustomerCases by Type
47. Email Blast / Mail Merge
Large Volume E-mail Campaign Automation
Multi-Channel Campaign Tracking
Promotion & Online Form Management
Real-Time Statistics & Complete ROI
48. HR / Employee Center
Employee Management
– Employee Profile
– Employee Time
HR Reminders
– Reviews, Birthdays,
– Visa Expiration
Self-Service
– Edit Profile
– Paycheck History
– Time Sheets
– Expense Reporting
– Purchase Requests
49. Account Planning
I can see my customer’s history of events and activities in Netsuite which help me develop an
account strategy and action plan.
I can create my own Action Plans by assigning tasks to myself as To-Do’s.
I have the option to create a follow-up activities & future date them as a reminder to take action.
I can see which accounts I have committed time & if there are positive results as the outcome.
50. Increase Collaboration (Calendar Sharing)
You can see other calendars
(employees and resources)
You can see other calendars
(employees and resources)
53. As a Sales Rep, My Managers don’t have
to micro-manage me!
There are no accountability issues since I know what is assigned to me.
If my manager needs a history of events, it can all be found in NetSuite
My managers can look in the application to see what I’ve done instead of asking me
My managers don’t have the time to look at every single detail and record. It’s a
waste of their time! Their objective is to help me meet my goals and targets, just
as much as I would like to.
54. NetSuite-Outlook Integration saves me
time
I am able to synchronize my Contacts, Tasks and Calendar to and from Outlook and
NetSuite
Emails I send from Outlook can be added to a record in NetSuite.
I don’t have to enter data twice in both applications!
55. 60
#1 for
Software
#1 for
WD
#1 for
Manufacturing
#1 for
Services
#1 for
Etail/Retail
#1 for
Enterprises
NetSuite: World’s #1 Cloud ERP
56. NuVista’s NetSuite Customers Snapshot
Marine Industry
Part of Listed Company- SINWA
Complex requirements with
multiple work-flows & processes
www.amsmarinegroup.com
Light Manufacturing Industry
EV-Electric Vehicle Conversion
NetSuite powers entire business
operations in ERP/Inventory/CRM
www.evworld.sg
Collins MoversCollins Movers LotteLotte
EV WorldEV World AMS MarineAMS Marine
Logistics & Transportation Industry
Non-standard requirements for
CRM, Costing & Billing Calculations
Replaced multiple disparate
systems for CRM, SO & Accounts
www.collinsmovers.com.sg
FMCG Industry
Korean Conglomerate Subsidiary-
Lotte Confectionery Singapore
No Systems in place with Multiple
Items/SKUs mgmt with integrated
SO, PO & Financials
www.lotte.co.kr
57. NuVista’s NetSuite Customers Snapshot
Safety Equipments/Training
Industry
Mix of Service & Products
Business model
Integrated Sales, Purchasing,
Inventory, Training/Ops Mgmt
www.asretec.org
Most Reputed Apple authorized
service centre in Singapore
Receive >8000 Customer Cases
per month, with integration req in
Sales, Purchasing, Inventory & Fin
eserv.micro2000.com.sg
WD Industry
MarnixMarnix FortisFortis
Micro2000Micro2000 AsretecAsretec
Financial/Insurance Industry
Japan HQ Global Company
Insurance Broking Non-standard
req for Premium Calculations
Had manual process for Sales, CRM
and Accounts- integrated the same
www.marnix.co.jp
Hospitality/Retail Industry
Premier Hospitality
Management Company that
oversees Travel, Events, and
Privileges Program for our
corporate customers
CRM System
www.fortis.com.sg
If you’re not familiar with NetSuite:
NetSuite offers a complete business management solution all running in the cloud at NetSuite’s data center.
We’ve experienced dramatic growth since our founding in 1998 – growing double digits
We’re on the vanguard of cloud computing as it gains acceptance in the enterprise – just recently we entered the Top 10 financial management / ERP solutions according to Gartner and IDC.
Our cloud business management solution runs mission critical applications across finance, CRM and Ecommerce for over 6,600 companies – small and medium size businesses, and divisions of global enterprises.,
A key foundation to NetSuite’s success is the architecture, performance, security, and reliability of our data center .It provides a level of performance that is practically and economically impossible for a business to achieve with in house/on premise business applications
In this presentation you’ll hear what you can expect from NetSuite’s data center, why you can trust NetSuite to run your business processes in the cloud, and how NetSuite sets the benchmark for the cloud data center.
