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.

​Growth doesn’t come easy – it requires vision, focus, creativity, diligence, and intangibles.  Each year, more businesses exit the marketplace than enter it, and competition for market share is fierce.  For those with a competitive edge and poised for growth, the worst case scenario is for momentum to be slowed or halted by an outdated and limited ERP system. 
 
NetSuite is the #1 Cloud ERP software solution – built to run an entire business, focused on the SMB space, and designed to scale and easily adapt to business growth and evolution without a dedicated IT staff or expensive long-term consulting engagements. 
 
The SaaS Consulting Group team of NetSuite consultants are former CFOs, Controllers, Accounting Managers, and Auditors who understand the complexities and nuances of transaction processing and information/financial reporting.  We've walked a mile in your shoes, and know that NetSuite can be a powerful business tool that can transform your business and will scale as you grow and expand.  Click here for a complementary discovery session to learn more about how NetSuite + SaaS Consulting Group can transform your business.

As as administrator, you know the importance of reliable forecasting estimates for your sales teams. Unfortunately, you may also understand the difficulty associated with providing these metrics in timely and accurate manner. Using NetSuite, our team can help configure various forecasting tools to the needs of your business. This application ensures the highest levels of accuracy as a result of their three-tiered probability system and comprehensive forecast methods. Access various KPI’s to optimize your forecasts for your sales reps. Also, allow reps to update or amend forecasts, based on knowledge gained through hands-on experience to provide the most realistic picture for your team.
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Forecasting is crucial to the success of your organization. Our team at SaaS Consulting Group is equipped to help you address these needs. Visit our website here and begin speaking with one of our experienced NetSuite Consultants.

If you are familiar with Salesforce, you already know that business users get robust Customer Relationship Management (CRM) functionality right from the start. In addition to its native functionality, Salesforce can be customized to fit the needs and pain points of your organization. Optimize efficiency and deliver results through process automation and custom workflows.

If your company is currently exploring the possibility of a new Salesforce customization project, here are few questions to consider:

• Have you identified your organization’s areas for improvement within your sales processes?
• Are you planning to add process automation so sales reps have more time to cultivate relationships and close deals?
• Have you identified the need for new custom fields?
• Do you want to manage new parts of your business within Salesforce?
• Are you considering implementing a new marketing automation tool like Marketo or Pardot and need to integrate the tool into your Salesforce instance?
• Do you need to move data from Salesforce into other apps in real-time or on a consistent schedule?
• Have you identified the need for more restrictive data security settings?

Are you ready to get started with your Salesforce customization project? The consultants and developers at SaaS Consulting Group can walk you through the impact of any changes to your overall system and to your users, as well as provide a realistic timeline for completion of the project. Click here to begin speaking with our team at team SaaS Consulting Group.