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The Starter Series Part 2

Updated: Jan 21, 2022

Are you interested in NetSuite’s SuiteSuccess Starter Edition? If so, check out this article here where we explain why NetSuite’s SuiteSuccess Starter Edition goes above and beyond in making your transition to the software a smooth one AND how it’s about to make your life a whole lot easier. The NetSuite SuiteSuccess Starter Edition provides your business with tailored processes, activities and systems that are certain to bring your business value by giving your business a “360-degree view of your customers and business in real-time by combining data with visual analytics to generate meaningful and actionable insights”. And because the Starter Edition does this in so many ways, it provides you with a fully encompassing tutorial on how to best familiarize yourself and necessary employees on how to best utilize it!

Here are some things you can do within the system that you gain step-by-step tutorials on when purchasing the The NetSuite SuiteSuccess Starter Edition!

Create Customer Relationship Management (CRM) activities

Perhaps one of the biggest assets within the Starter Edition is it’s CRM capabilities. By housing your individual customer relationship activities here, you’re able to track everything under each individual customer. Whether this be purchases, returns, communications etc., housing all of this information as well as streamlining certain automations that can trigger a seamless customer experience can help not only retain your customers but also help you keep everything in order for your company when it comes to pulling reports on ongoing activity.

Enter leads, prospects, customers, opportunities, and estimates

Speaking of your CRM, as a growing business, you know that your current customers aren’t your only customers. That’s why tracking leads, prospects, customers and opportunities is another vital part to continuing the success of your business. But writing it on a napkin or on the notes app on your computer is not exactly the best way to make the most of these opportunities. With the Netsuite SuiteSuccess Starter Edition, you can track all of this as well create estimates for these leads so you can capitalize upon their interest asap! By staying a step ahead (and tracking your steps), your client list is sure to keep growing.

Use Financial Tools

You do what you do out of passion but you also have the responsibility of circulating money to many different vendors as well as your own employees. Keeping track of this can sometimes feel like a burden which is why the Starter Edition eases the load! Within the Starter Edition, you’re able to “identify business challenges and solutions, define Chart of Accounts (CoA) and GL Preferences, consider financial segmentation, create accounts, set up and manage accounting periods, identify additional accounting tasks, as well as work with budgets and find custom and standard financial analytics”. It’ll feel like having an accountant on your team that's completely dedicated to seeing your ROI soar in every aspect! And with the The NetSuite SuiteSuccess Starter Edition tutorial, you get step-by-step guides on how to set up each part of this so you can start off on your best foot!

Manage Basic Projects (available in the Basic Projects Quick Reference Guide)

Do small projects come up from time to time? As a rapidly growing small business, we’d guess so! The Starter Edition also provides you with a great project management tool! Within this area, you can not only track information about projects but you can also keep tabs on customers by documenting things like time, contacts, as well as transactions. Doesn’t that sound so much more streamlined?

Create inventory items and process basic inventory management transactions

If inventory is another thing on your mind that causes you overwhelm, The NetSuite SuiteSuccess Starter Edition can save the day on that as well. Within the system, you’re able to not only hold an account of all of your items with their unique markings as well record transactions that occur with them but you can also manage the transfer of inventory and assign access to only those you want seeing what’s going on. By having the software keep track of things and document its movement, you’re cancelling out the human errors that are prone to happen and ensuring that you have a good hold on what's happening at all times. And as you guessed it, the provided Starter Tutorial gives you clear step by step guides on how to make the most of this tool!

Other things that the The NetSuite SuiteSuccess Starter Edition can do include but are not limited to:

  • Setup and manage accounting periods.

  • Create and fulfill sales orders.

  • Use financial allocations and amortizations

  • Invoice customers and receive customer payments.

  • Create customer credits, returns, and return authorizations.

  • Create Vendor records and purchase orders.

  • Receive orders and generate vendor bills and payments.

  • Create vendor credits and refunds.

  • Process bank transactions.

If you're unhappy with your system right now or perhaps still doing things old school, consider switching over to The NetSuite SuiteSuccess Starter Edition! For a successful and rapidly growing business, you need a software that can grow with you and The NetSuite SuiteSuccess Starter Edition does exactly that!

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