General
General · 24 fields · 19 with a value · 5 empty
- Baserecordtypebaserecordtype
- customrecord_ns_ps_meeting_notes
- Customformcustomform
- Standard NetSuite PS Meeting Notes Form
- Emailcustrecord_ns_ps_meeting_note_email
- Yes
- Isinactiveisinactive
- No
- Lastmodifiedlastmodified
- 8/24/2018 11:47 am
- Linenumberlinenumber
- 4
- Ns ps meeting datecustrecord_ns_ps_meeting_date_dt
- Aug 24, 2018
- Ownerowner
- Shari Fitzgerald
- Owneridownerid
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- Rectyperectype
- NetSuite PS Meeting Notes
- Rectype 229 1633 maxnkeyrectype_229_1633_maxnkey
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- Scriptidscriptid
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- Summarycustrecord_ns_ps_meeting_summary
- <p style="margin:0in;margin-left:.375in;font-family:Calibri;font-size:11.0pt"><span style="background-color: rgb(255, 255, 0);">Highlighted is what was discussed during session. </span></p><p style="margin:0in;margin-left:.375in;font-family:Calibri;font-size:11.0pt"> </p> <p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Sales Preferences – </span><span style="background-color: rgb(255, 255, 0);">These preferences were supplied by Spa World</span></p> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Lead, Prospect and Customer Statuses (ex: Lead = Unqualified, Prospect – New = In Discussion, etc) </span><span style="font-family:Arial;font-size:10.0pt;color:red">NEW, FOLLOW UP, CLOSED, LOST, QUOTE</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt;color:red">Use the </span></li> </ul> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Sales Roles permissions to view other sales reps’ transactions </span><span style="font-family:Arial; font-size:10.0pt;color:red">VIEW NOT EDIT</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Default quote expiration in days </span><span style="font-family:Arial;font-size:10.0pt;color:red">5</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Sales Campaigns and Forecast preferences </span><span style="font-family:Arial;font-size:10.0pt; color:red">EXPLAIN - will set default.</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">How will you generate leads? </span><span style="font-family:Arial;font-size: 10.0pt;color:red">MARKETING CAMPAIGNS, EXISTING CUSTOMERS, EMAIL, LEAD GENERATION, PPC</span></li> </ul> <p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">CRM Lists –</span>Be prepared to discuss the following CRM-related areas:</p> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Contact Role – identify the role an individual contact plays (ex: Decision Maker, Primary Contact etc.) </span><span style="font-family:Arial;font-size:10.0pt;color:red">PLEASE EXPLAIN. <span style="background-color: rgb(255, 255, 0);">Explained that this is just an additional piece of information to help identify the contact.</span></span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Win/Loss Reason – use this list to identify standard reasons for an opportunity being won or lost (ex: Budget, Customer Service) – </span><span style="font-family:Arial;font-size:10.0pt;color:red">BUDGET, PRICE, FEATURES, WARRANTY, LEAD TIME/SHIPPING, INVENTORY, REVIEWS, AGENT, NO FOLLOW UP, VARIETY, COMPETITOR PRICE, ATTRIBUTES</span></li> </ul> <p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt;color:red"><span style="background-color: rgb(255, 255, 0);">Long discussion on difference between Lead and Opportunity.</span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt;color:red"><span style="background-color: rgb(255, 255, 0);">Lead is an entity. Lead can turn into a prospect or customer.</span></p><p style="margin-left: 0.375in; margin-top: 0pt; margin-bottom: 10pt;"><span style="background-color: rgb(255, 255, 0);"><font color="#ff0000" face="Arial"><span style="font-size: 13.3333px;">Opportunity</span></font><span style="color: red; font-family: Arial; font-size: 10pt;"> is a t</span></span><span style="color: red; font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">ransaction. It can turn into a quote or Sales Order. </span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt;color:red"><span style="font-size: 10pt; background-color: rgb(255, 255, 0);">Sugguest HW - understading Lead/Customer process vs Opportunity/SO process</span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt;color:red">There are two options for processing opportunities. They can be entered standalone or a Case can be entered to record the call and then the opportunity can be entered from the case to have it linked. We did the standalone opportunity. Walkthrough we will show from the case. </p> <p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Sales Rules – </span>In NetSuite you can create sales rules for how potential customers are assigned to sales reps. Be prepared to discuss the following:</p> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Customer field the rule applies to (ex: State, Price Level) </span><span style="font-family:Arial; font-size:10.0pt;color:red">DEFAULT/BEST PRACTICE</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Description of rule </span><span style="font-family:Arial;font-size:10.0pt;color:red">DEFAULT/BEST PRACTICE</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Criteria for rule (ex: State = Illinois) </span><span style="font-family:Arial; font-size:10.0pt;color:red">N/A</span></li> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top: 0pt;margin-bottom:10pt"><span style="font-family: Arial; font-size: 10pt; color: red; background-color: rgb(255, 255, 0);">Sales rules won't be necessary. Sales Reps are not used in the Spa World process. Won't assign it to a Sales Rep so no rules are necessary.</span></li> </ul> </ul> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt;color:red"><span style="font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">Not using Partners.</span></li> </ul> <p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt;color:red"> </p> <p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><b>Sales Territories – </b><font color="#ff0000" style="background-color: rgb(255, 255, 0);">Will not use.</font><b> </b>In NetSuite you can create sales territories that use the sales rules discussed above to determine how customers are distributed to sales reps. Be prepared to discuss the following:</p> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Description of territory </span><span style="font-family:Arial;font-size:10.0pt;color:red">N/A</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Grouping of rules that define territory </span><span style="font-family:Arial;font-size:10.0pt; color:red">N/A</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt">Sales Reps that fall within each territory </span><span style="font-family:Arial; font-size:10.0pt;color:red">N/A</span></li> </ul> <p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt"><span style="font-weight:bold">Price Levels</span> – When you use the Multiple Pricing feature you can create many different price levels to sell your items. This allows you greater flexibility to set different pricing for customers. How many price levels do you have? Are there markups/discounts associated to these price levels? Will you use multiple-currency pricing? Come prepared with this information. <span style="color:red">YES, WITH THE EXCEPTION OF MULTI CURRENCY <span style="background-color: rgb(255, 255, 0);">one currency. </span></span></p> <p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt"><span style="font-weight:bold">Price Groups</span> – Price groups allow you to assign customer-specific price levels for groups of items. For example, you could create a pricing group called Laptops and associate the pricing group with all of your laptops. Do you use price groups? What are they called? <span style="color:red">PLEASE EXPLAIN<span style="mso-spacerun:yes"> </span></span><span style="color:red;background: yellow;mso-highlight:yellow">No customer specific pricing.</span><span style="color:red"><span style="mso-spacerun:yes"> </span></span></p> <p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Quantity Pricing Schedule – </span><span style="background-color: rgb(255, 255, 0); color: red; font-size: 10pt;">No quantity pricing</span></p><p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt">this allows you to automatically apply different sales prices to items depending on the quantity being sold. (ex: discounts to customers buying in bulk). Come prepared with the following information:</p> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Name of Schedule, Unit Type (see units of measure above) and Units (see above) </span><span style="font-family:Arial;font-size:10.0pt;color:red">YES BUT DO NOT HAVE ALL UNITS DEFINED. WHAT’S BEST PRACTRICE</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">Should discount be applied to all items or just the items that hit the quantity level? (ex: a schedule offers no discount for the first 100 items sold and a 5% discount if more than 100 are sold. If 150 items are sold, the first 100 are at normal price, and the other fifty items are sold at 5% discount.) </span><span style="font-family:Arial;font-size:10.0pt;color:red">CAN WE DO BOTH?</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family:Arial;font-size:10.0pt">What are the quantities and associated discounts? </span><span style="font-family:Arial;font-size: 10.0pt;color:red">WHAT ARE DEFAULTS AND BEST PRACTICE</span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt" lang="en-PH"><span style="font-family:Arial;font-size: 10.0pt;color:black">Do you use quantity-based pricing? What are the max # of price levels? </span><span style="font-family:Arial;font-size:10.0pt; color:red">YES, BUT WOULD LIKE TO UNDERSTAND BEST PRACTICE<span style="mso-spacerun:yes"> </span></span></li> </ul> <p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt"><span style="font-weight:bold">Lead Form </span>– The Lead form in NetSuite is used to receive information about leads. You can customize the appearance of this form as well as the information you require from anyone who submits the form. Come prepared with additional fields or fields to remove on your new form. <span style="color:red">SOURCE, PRODUCT INTERESTS…WHAT ARE BEST PRACTICE. <span style="background-color: rgb(255, 255, 0);"> Make the MFG form preferred. Use Lead source, Product interest use comments or create a field.</span></span></p> <p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt"><span style="font-weight:bold">Online Lead Form – </span>Online customer forms are used to receive information about leads from your website. You can customize the appearance of this form as well as the information you require from anyone who submits the form. Come prepared with the following: <span style="color:red">SOURCE, PRODUCT INTERESTS…WHAT ARE BEST PRACTICE </span></p><p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt"><span style="color: red; background-color: rgb(0, 255, 0);">NOTE AFTER MEETING: Sorry I forgot you are on a non-NS website. This form can be used on your website. For product interest use Class or custom field </span></p> <p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Opportunity Form – </span>Opportunity forms in NetSuite are used by sales reps to record all details of a deal with a prospect or customer. These forms are customizable to meet your particular needs. Before the session be sure to do the following:</p> <p style="margin-left:.375in;margin-top:0pt;margin-bottom:10pt;font-family: Arial;font-size:10.0pt">Review NetSuite’s standard Opportunity Form by navigating to: <span style="font-weight:bold">Transactions > Sales > Create Opportunities.<span style="mso-spacerun:yes"> </span></span><span style="color:red">SOURCE = Lead Source, PRODUCT INTERESTS <span style="background-color: rgb(255, 255, 0);">(item section)</span> , ESTIMATED SHIP TIME <span style="background-color: rgb(255, 255, 0);">(expected ship date),</span> PRICE, CROSSSALE (look at this as part of the upsell), UPSELL, SOCIAL MEDIA CHANNELS = <span style="background-color: rgb(255, 255, 0);">Campaign Category</span> (INSTAGRAM, TWITTER, PINTEREST, REDDIT), REFERRAL (“RECOMMEND PERSON”)= <span style="background-color: rgb(255, 255, 0);">contact</span>, EXTENDED WARRANTY (item or notes (OTO) ANYTHING ELSE BEST PRACTICES,</span></p> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt;color:red"><span style="font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">BTB: This will be a Business to Distributor so the opportunity will not go into a quote. It just needs to be closed. </span></li> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt;color:red"><span style="font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">BTC: will have times that this would be a quote</span></li><li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt;color:red"><span style="font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);">Opportunities include items since it is a transaction. </span></li> </ul> <ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle"><span style="font-family: Arial; font-size: 10pt; background-color: rgb(255, 255, 0);"> Make the Mfg Lead form preferred. </span></li> </ul><font face="Arial"><span style="font-size: 13.3333px;"><br></span></font><BR> <p style="margin:0in;margin-left:.375in;font-family:Arial;font-size:10.0pt"><span style="font-weight:bold">Quote Form – <span style="background-color: rgb(255, 255, 0);">Will use Mfg form as preferred. </span></span></p><ul type="disc" style="margin-left:.375in;direction:ltr;unicode-bidi:embed; margin-top:0in;margin-bottom:0in"> <li style="margin-top:0;margin-bottom:0;vertical-align:middle;margin-top:0pt; margin-bottom:10pt"><span style="font-family:Arial;font-size:10.0pt; color:red">BEST PRACTICES</span></li> </ul>
- Templatestoredtemplatestored
- No
- Topiccustrecord_ns_ps_meeting_topic
- LTO follow up
- Topicscustrecord_ns_ps_next_meeting_topics
- <List the topics to be covered in the next configuration session>
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- Ns ps next meeting datecustrecord_ns_ps_next_meeting_date_dt
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System & IDs
System & IDs · 10 fields · 6 with a value · 4 empty
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- InternalIdInternalId
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- Customwhencecustomwhence
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- Nsbrowserenvnsbrowserenv
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- Selectedtabselectedtab
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