todd0559Jun 14, 20215 minThe Essential Guide to Ensuring Customer SuccessCustomer success is more than just a rebranding of quality customer support, as it involves a fresh mindset to establish a relationship...
todd0559Sep 26, 20182 minRethinking Financial Forecasting in NetSuiteFinancial forecasting can take different forms but the end outcome everyone is trying to achieve is a view of what the firms financial...
todd0559Sep 12, 20182 minCRM Pipeline Statistics – Your Focus is your OutcomeFor me, the first sign of a healthy business is a solid stream of new business; this means there is a continual flow of new leads and...
todd0559Aug 2, 20182 minAll Leads are Prospects…It’s just timing and nurturing!One aspect of CRM which perplexes me on a daily basis is the way in which businesses deal with lead nurturing within their CRM....
todd0559Aug 29, 20151 minNetsuite financial user handbook – Interim Financial DirectorA client called me up a few months ago and asked if I could be there interim FD while they got to the bottom of their business complexity...
todd0559Oct 31, 20141 minTo use NS Fixed Assets…or Not to use NS Fixed Assets?The starting point in answering this question is simple. How many Assets do you manage currently, and how many people are dedicated to...
todd0559Oct 28, 20141 minIs NetSuite Right for you…?Moving to the cloud is trendy right now, and obviously I’m a supporter and if I may also a trend setter, but that doesn’t mean I’m not...