Course Objective

Are you responsible for your organisation’s sales operations? Learn how to use NetSuite’s Sales Force Automation (SFA) solution to improve your efficiency, operations, and sales activities.

Sales Force Automation: Fundamentals introduces you to the essential concepts of NetSuite SFA features and capabilities and teaches you the critical skills needed to setup, plan, and execute sales operations in NetSuite.

This two-day course begins with a “big picture” overview and demonstrations of core functionality and capabilities to introduce you to NetSuite SFA and Customer Relationship Management (CRM). Through case studies, hands-on exercises, and leading practices discussions, you will examine the overall process workflows, become familiar with NetSuite terminology, and take a “deep dive” into the application configuration, exploring specific functionality.

This course is right for you if you...

  • Are responsible for the initial setup and maintenance of SFA and CRM applications and features in your NetSuite account

Key Tasks Taught: How do I...

  • Set up SFA and CRM options in NetSuite to optimise efficiency and reporting functionality?
  • Create and manage Sales Rules and Territories?
  • Set up Online Lead Forms to bring new leads directly into NetSuite?
  • Create CSV import mapping to make lead import easy and quick?
  • Understand the relationship and flow of Opportunities, Estimates, Sales Orders, Cash Sales and Invoices, and how these feed into the sales reports?
  • Create email campaigns so that sales reps can target their Customers directly?
  • Review the Forecasting and Pipeline setup and functionality, and impact of setup on the associated reports?
  • Review key sales and CRM activity reports to gain deeper understanding of my business?
  • Design sales manager and sales rep dashboards to facilitate daily tasks?

Duration: 2 days
Price: $1,600 USD

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CPE credits

CPE credits are available for NetSuite courses.
Check out our CPE list for details.