Are your sales processes prolonged due to your sales team's inability to generate quotes in an accurate and timely manner? Have you experienced frustration from customers due to unreliable commitments from your sales reps? Salesforce CPQ, or Configure, Price, Quote software, provides your team with the ability to efficiently generate quotes for order. Quotes constructed with Salesforce CPQ are automated according to a predetermined set of rules, ensuring accurate pricing that accounts for various quantities, discounts, customizations, and optional features of products.
Our team at SaaS Consulting Group consists of various CRM and ERP software solution sales engineers and professional services administrators. Our expertise, accompanied with the powerful tools provided by Salesforce CPQ, can drastically transform your sales process and remove the existing inefficiencies within your organization. Click here to learn more.
Are inefficiencies in your company’s lead conversion process resulting in missed sales opportunities? Is visibility hindering your ability to convert and monitor leads across your existing platform? NetSuite’s “Lead to Quote” solutions present a 360-degree view of your leads/customers with up-to-date insights at each step of the process. Use a variety of tools to manage your opportunities and quotes, while calculating individual pricing metrics. Additionally, these best practices deliver visual reporting through various KPIs and scorecards to provide the most relevant information to your sales teams.
Click here to speak with one of our experienced NetSuite Certified Consultants. Discover why NetSuite is a best practice and how our team at SaaS Consulting Group can optimize these solutions to best service your needs.
Are order processing inefficiencies hindering your ability to scale? Is your order-to-cash process efficient and accurate? Oftentimes, processes/systems are not optimized early in a company's life, ultimately resulting in lost opportunities and/or missed expectations. NetSuite provides real-time inventory positions to the appropriate people in your business, including the sales team. Further, NetSuite's sales order validation process automates approval rules for orders, ensuring that they are processed with approved pricing, and then presented to the warehouse for fulfillment in real time. Customers can be automatically notified as orders are fulfilled, and integrated shipping will automatically schedule shipments and provide tracking information. Lastly, as orders are shipped, NetSuite can automatically bill the customer and deliver an electronic copy of the invoice. NetSuite provides valuable information to raise the customer relationship bar, automate operations and enable actionable, reliable reporting.
Our team of NetSuite consultants are Accountants who understand the complexities and nuances of transaction processing and reporting for light manufacturing and wholesale/distribution businesses - 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 with one of our experienced NetSuite Certified Consultants.
Is unreliable inventory data resulting in time-consuming and laborious efforts to put your processes and commitments back on track? NetSuite's "Procure to Pay" solution simplifies things by presenting you with accurate information on inventory levels, vendor purchase orders and vendor bills/payments. Our team at SaaS Consulting Group understands the importance of these best practices to the success of your business. Click here to begin speaking with one of our experienced NetSuite Certified Consultants.
Is your sales process not running quite like it should? NetSuite CRM+ provides Sales Force Automation that equips your sales team with an accurate account of each opportunity, along with a comprehensive view of the prospect and real-time access to every detail. This will improve your team’s efficiency and enhance your team’s account management. Whether you are looking to implement a new NetSuite environment or optimize your existing one, our experienced team of NetSuite Certified Consultant's can assist you in every step of the process. Click here to begin speaking with us today!
Will your existing business systems (or spreadsheets) enable you to prove out your compliance with the new revenue recognition standard, ASC 606 “Revenue from Contracts with Customers”? NetSuite’s Advanced Revenue Management Module simplifies revenue recognition complexities and provides real-time revenue compliance and intelligence. SaaS Consulting Group’s NetSuite practice team includes CPAs (former CFOs, Controllers and Accounting Managers) certified on NetSuite. Many of our software customers have implemented NetSuite Advanced Revenue Management to enable accurate, complete and timely ASC 606 revenue compliance. We believe NetSuite’s capabilities combined with our team’s accounting experience translates to best practices across your business, including revenue recognition.
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It's interesting to consider just how much time it takes and how many resources can be involved, to simply pay vendors, pay employee expense reports, or even to receive and process a check payment against a customer billing. Many companies still engage in activities that result in sub-optimal working capital management and inefficient deployment of resources.
NetSuite's Electronic Bank Payments (EBP) SuiteApp enables companies to process bank payments for vendor bills, employee expense reports, commission payments, customer refunds, and ACH bank payments from customers for invoices by creating bank-compliant file exports ready to import into banking software or submit to your bank for processing. EBP supports batch processing, approval routing workflows, automated customer direct debits for invoice payments, Positive Pay, and International bank support. SaaS Consulting Group can help quickly setup and configure EBP for your company to enable you to get paid faster, and reduce cost and inefficiency in your disbursement cycle.
Is managing every detail of your business operations taxing or cumbersome? With Sales Cloud for Salesforce, the heavy lifting of handling normal business processes is taken care of. With powerful features such as lead management, pipeline monitoring, sales data insights, and report building, Sales Cloud allows you to maximize where your time and resources are spent. Optimizing your business strategy/performance is easily attainable with Salesforce backing your efforts.
Do you use a spreadsheet based tool to manually process billing dates and invoices for multiple customers? Companies with billing cycles for the licensing fees and services they provide often have to keep track of the differing days and intervals at which they charge: Monthly, quarterly, yearly, etc. NetSuite offers a contract renewal feature to automate the process of timely invoices, and service renewal notices. This feature helps your business eliminate wasted time and money, that would otherwise be spent tediously managing adjustments, and sensitive information yourself.
Is the manual entry of recurring invoices, amortization journal entries, and expense allocations keeping your valuable Accounting resources from more strategic activities? Is the completeness and accuracy of your critical financial information dependent upon manual processes and/or unreliable offline expense amortization and allocation spreadsheets? NetSuite's Advanced Financials module delivers powerful automation capabilities that streamline and automate repetitive billing, close activities and reduce costly errors. The Advanced Financials module also enables you to capture and manage unlimited non-financial measures (headcount, square footage, shares outstanding, etc.) in statistical accounts for reporting and analysis. SaaS Consulting Group can help configure and deploy the NetSuite Advanced Financials Module in a short amount of time, and guide you on utilization best practices. Start leveraging the expanded automation capabilities of NetSuite today and recapture the significant time savings for other value-generating activities.