The global market is an ever-changing environment. Companies must be able to adapt and scale efficiently as market shifts occur. NetSuite OneWorld allows companies to do just that. Through it's Global ERP system, organizations can manage changes in currencies, taxation and various legal compliance procedures at the local, regional and global levels. NetSuite streamlined services provide clear insights throughout your entire service lifecycle, including marketing, project management, as well as billing and revenue management. The multi-level reporting provides real-time visibility, highlighted by various Key Performance Indicators (KPIs) relevant to your organization.  

Our NetSuite team, comprised of CPAs and former Controllers, have walked a mile in your shoes. We understand the importance of a streamlined business process across a global enterprise system. Visit us here to begin your free discovery session and learn why NetSuite is a best practice for your organization. 

Do your teams frequently perform the same series of steps when resolving a specific client issue? Are these monotonous tasks hindering your team from resolving larger issues?

Streamline your resolution processes by implementing Action Plans into your Salesforce environment. This free tool, available in the Salesforce AppExchange, provides users with predefined tasks templates to streamline various service processes. You may assign tasks and  due dates to specific users- reducing time and increasing productivity. Attach these action plans to standard objects such as accounts, opportunities, contacts, as well as custom objects in your organization. By streamlining your business processes, you ensure that your clients are receiving consistent and reliable solutions every time. 

Action Plans are one of many functions available your organization through Salesforce. With the help of our team at SaaS Consulting Group, you can ensure business practices for your organization. Visit us here to begin your free discovery session with one of our Salesforce Administrators. 

​Members of our team gathered in Austin, Texas last Friday to celebrate the ending of a great year and beginning of a new one. A talented group built around the principle of serving our customers. . 

We are grateful for this team. Their work ethic and integrity are the keys to our success. We are excited to see what 2019 has in store!

Are separated  systems resulting in dissatisfaction from both your customers and support teams? Decentralized systems prevent your teams from seeing the entire picture. With NetSuite, you can provide users with a single, scalable, and automated system that is capable of hosting all of your customer and support data. With integrated data, your customers are seen in full-scope, which allows you to manage accounts effectively and efficiently. Additional support functions provide real-time performance analytics on an ongoing basis, so you'll mitigate errors and make changes quickly. Utilize this data for reporting, which will keep all members of your team on the same page. 

Our NetSuite team, comprised of CPA's and former controllers, understand the importance of customer insights and accurate data; both of which are critical to the success of your business strategies.  Our team understands because we have "walked a mile in your shoes". Visit us here to begin your free discovery session. 

Are you tired of the manual task of routing work items to your agents? Would your time be better spent doing something else? Introducing Salesforce Omni-Channel, a salesforce automation tool that allows managers to route work items, such as cases, live chats, and emails, to the right agents at the right time. This feature hosts two main routing options for users: Queue Based Routing and Skill-Based Routing. 

• Queue-Based Routing routes work items based on designated queues.  Route work items to only the agents that are equipped to handle them. If one of your agents is unavailable, then Omni-Channel will route the item to the next qualfiied agent! This saves your team both time and effort and allows your agent's to help your customers quickly!
• Skills-Based Routing, as the name implies, routes work items based on pre-defined skills in your Salesforce org. This gives you the ability to route your most complex work items to your most experienced agents! 

There are a number of additional capabilities you can expect, such as priority routing, item re-routing, and so forth. Our team would be more than happy to discuss this tool or any other Salesforce features that you may be interested in. Salesforce is an effective platform and a best practice for your organization! Visit us here to begin talking with one of our Salesforce Certified Consultants. 

Performance and status reporting is optimized through the use of Salesforce's reports and dashboards. Reporting on items such as leads, cases, and accounts can easily be tracked in standard reports, while customizable reports give users the ability to highlight various metrics relevant to performance.  The easy-to-use, drag and drop tools simplify reporting development for even the most amateur user. In addition to it's reporting features, Salesforce allows managers and individual users to centralize all of their reports in one location. Dashboards present a complete picture of all relevant information for individual users and teams.  Reporting is critical to organization process efficiency and time management. With Salesforce, you can ensure that your teams see the right information at the right time. Visit us here to begin talking with one of our Certified Salesforce Consultants and begin your free discovery session! 

​Would your sales team benefit from real-time access to new sales insights on any of your devices?  Using Salesforce, SaaS Consulting Group can help you do this!  Sales Wave Analytics is an end-to-end analytics app for the Sales Cloud.  This app makes it easy for sales managers to monitor pipeline trends, track team performance, and uncover new opportunities. Equipped with Sales Analytics templates, you have access to  preconfigured dashboards comprised of Sales Cloud data.  Provide your teams with effective insights through key performance indicators (KPIs) to uncover risks and opportunities within your pipeline. Once identified, you may perform actions such as creating a task, logging a ticket, changing a close date, or collaboration via Chatter on any device without leaving the app.  The Sales Wave Analytics is crucial to saving you time and effort by ensuring that your team has access to critical data in real time. Visit our website here to begin speaking with one of our certified Salesforce Consultants!

Outside of it’s standard functionality, NetSuite provides customers with a number of add-ons to enhance user experience. Fixed Asset Management SuiteApp is an application that provides clients with a seamless, integrated look into their accounting management practices. Aligned with NetSuite’s traditional accounting functions, this application provides a clear picture of assets from start to finish, accounting for depreciation, revaluation and retirement. It’s detailed insights support a variety of depreciation practices (standard and customized), while enabling functionality for tax, lease, insurance, and maintenance purposes. Record keeping is simplified with forms and reports available to customers outlining specific metrics relevant to various account practices. Fixed Asset Management SuitApp is just one of many add-ons you will grow to love with NetSuite! Our team of NetSuite consultants, comprised of former Controllers and Auditors, have walked a mile in your shoes and understand the pain points of accounting management practices! Visit us here to begin a complementary discovery session with our team.

Are inefficient systems hindering your team’s ability to effectively process orders to cash? Would a standardized ordering process benefit your sales team's ability to convert quotes to payments? NetSuite's order management solutions provide  a more streamlined order process by eliminating preventable errors from existing flows. By implementing these solutions, you are more equipped to the target customers effectively and fulfill orders quickly. These timely and accurate estimates provide visibility into current and future fulfillments for you and your customers. In doing so, you instill customer confidence in your ability to fulfill on your commitments. Visit us here to learn more about NetSuite’s order management solutions or to speak with one of our Certified NetSuite Consultants.