7. net suite retail

NetSuite for Trading companiesMs. Snehal Unawane

NuVista Technologies Pte Ltd

http://www.hsena.com.sg/

NuVistaPlus™ Overview

Industry Verticals

3

Representative Client List

http://www.ncs.com.sg/

SME EXCELLENCE AWARD

© NetSuite Inc. 2013 Confidential 5

NetSuite: World’s #1 Cloud ERP

World’s most deployed cloud business management solution

Used by 16,000+ organizations

Fastest growing top 10 ERP

Used across approx 100 countries

Top 10 Cloud Companies to Watch

Founded 1998

Publicly traded on NYSE: “N”

Offices in 10 countries

1200+ employees

$309M revenue in FY11

#1 Cloud Business Suite Industry Recognition

Background Performance

Best Financial Management

Best Relationship Mgt.Best Business Software

Best Cloud Platform

Fastest Growing Top 10 FMS Vendor

3rd Year Running

The Typical Way

e -Store

One System for Running a Business

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CEO

NetSuiteECOMMERCE

NetSuiteCRM+

NetSuiteFINANCIALS

CFO

Sales Rep/Manager

Support Manager

Warehouse Manager

OperationsManager

Customers

Vendors Partners

SINGLEDATA

SOURCEVendor Portal

Customer Portal

Web Site

Web Store Marketing Campaigns

Sales Force Automation

Customer Support

Partner Mgmt

Order Mgmt

Financials

BillingPayroll

Purchasing

Inventory Work Orders/Assemblies

Comprehensive ERP:

9

Complete CRM:

10

Powered by the Cloud:

MobilityDistributed workforce, outsourcing,

contingent workers, any device

Self-ServiceSubmit web based time and

expenses and purchase requests via the webSelf-serve customers, vendors, partners

Visibility from AnywhereReal-time role based dashboards, Self-service reporting and analyticsPersonalized

On-Premise Do It

Yourself

HARDWARE

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Maintain

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SERVER OS

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DATABASE

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Tune

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APPLICATION

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Fina

ncia

ls

CRM

HARDWARE

License

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Replace

DESKTOP OS

License

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SERVER OS

License

Maintain

Patch

Replace

DATABASE

License

Maintain

Tune

Upgrade

APPLICATION

License

Back-up

Upgrade

MigrateEcom

mer

ce

HARDWARE

License

Maintain

Patch

Replace

DESKTOP OS

License

Maintain

Patch

Replace

SERVER OS

License

Maintain

Patch

Replace

DATABASE

License

Maintain

Tune

Upgrade

APPLICATION

License

Back-up

Upgrade

Migrate

Suite + Cloud = Efficiency and Savings

NetSuiteCloud

Suite

(ex:

Net

Suite

) HARDWARE DESKTOP OS SERVER OS DATABASE APPLICATION

Subscribe


Suite Commerce

Suite Commerce Features


Managing Multiple Channels


Distributor n /Customer n

Distributor1 /Customer 1Supplier 1

POSO

SOPOSupplier n

Financial Management

Inventory Management

Purchase Order Management

Sales Order Management

Accounting

Others

View PRs / POs

View History

Update Profile

Enter Sales Orders

Track Fulfillment

View Order History

View Quotes

Print Statements

View Invoices

Update Profile

Customer (System Owner)

Real Time Visibility for Today’s Businesses


Evan Brown, Toolfetch

Single version of the truth

Role based dashboards

Real time

Ad hoc analysis

Summary to detail

With NetSuite, I can view with the dashboard what our receivables are and what our sales reps are doing from a daily and weekly standpoint. Those tools are priceless to me, and have made our company 100% more efficient. ‘‘

‘‘

Functional Overview

ERP basics– G/L, A/P, A/R, Sales Order processing & Delivery, Inventory Management,

Purchasing Management, Invoicing Customers, Singapore Tax Nexus

Advanced ERP – Billing schedules, revenue recognition, Budgeting, Project Tracking,

Expense Reporting, Multi-Location, Multi-Currency,

CRM basics– Marketing, Customer Opportunity Tracking, Forecasting, Pipeline,

Case/Support management, Employee/HR Center

Advanced CRM– Order management, Lead conversion, cross-sell and up-sell, Sales Rep

Commissions, Partner Relationship Management, customer self-service

For Inventory Items

Sales Order Process

Sales Order Reservation Accept Payment

Create InvoiceFulfillment Accounting

Postings

Scenarios:

Sales Order – Invoice

Cash Sale (Manual / POS)

Web Orders

Notes :

a) SO Approval Process can be defined

b) Multiple Deliveries in 1 Sales Order is supported

Quotes and Sales Orders Highlights

One click convert

Opportunity to Quote

Opportunity to Order

Quote to Order

Bookings Dashboard

Product & Service Catalog

Parent Item/Hierarchy

Item Groups

Descriptions

Price Levels

Discounts

Per Customer Pricing

Multiple Levels

Inventory Management HighlightsCommitment

Real-time availability

Back order management

Preferred stock levelsSerialized Inventory

Serialized assemblies

Item bar codingMulti-Location InventoryLot Management

Lot Numbers

Expiration Dates

Costing MethodsAssembly/Bill of Materials

Include Non-inventory, Service Items

Component quantities & Printable BOM

General Ledger


– User-defined Chart of Accounts- Support an unlimited number of GL accounts and sub-accounts – not fixed and extremely

flexible from a reporting standpoints

– Monthly Period Close checklist

– Real-time visibility into GL Impact- visibility into every transaction with a detailed, always-on audit trail that shows the author

and time of each entry and GL account

– Online journal entry and edit with enforced balancing: Error-free, easy-to-use processing.

– Multiple company and country capability at the transaction level (not just a data warehouse)

Chart of Accounts Structure

- eg. 4000 – Sales (can be any or all subsidiaries, locations, etc)

- 4001 – Subscription Sales

- Can associate account with one or more specific subsidiaries, to limit availability of the account to the selected subsidiaries only

- Class/department/location can be restricted but can only be selected on transactions where that class, department, and/or location are also selected

Subsidiary Location Department Class

Account Sub-Account

Supports an unlimited number of GL accounts and sub-accounts – not fixed and extremely flexible from a reporting standpoints

Closing of Accounting Periods


An ordered process with controls and audit functionality to close accounting periods

- Prevent users from posting to the GL while they make adjustments- Ensure critical process (intercompany, revaluation, etc) are actually performed prior

to sign-off- Prevent GL changes to closed periods- Audit who closes / re-opens periods

Closing of Accounting Periods


During closing, you can put notes for additional information

During closing, you can put notes for additional information

Journal Entries


Approvals can be done for Journal Entries…Approvals can be done for Journal Entries…

Intercompany Journal Entries is also possible …Intercompany Journal Entries is also possible …

Budgeting Highlights


– Multiple Budgets

– CSV Import/Export

– Enter/Copy Budgets- Streamlined budget entry

- Create new budgets from old budgets/actuals

– Budget Categories– Create multiple budgets for same

criteria

– Reports– Fully customizable Budget Income

Statement and Budget vs. Actual reports

For Inventory Items

PR / PO Receiving Bills PaymentEnter BillsUpdate

InventoryAccounting

Postings

Notes :

a) PO Approval Process can be defined

b) Multiple Receiving is possible

Scenarios:

Purchase Request

Purchase Order

Order items (based on Re-order level)

Purchasing Process

Add work order record to the sales order/build process

Commit raw materials to a build

Link to a sales order or create a ‘production’ work order to add to regular stock of assembly

Print BOM picking ticket per the qty of the order

Demand for raw materials factors into Advanced Inventory Management feature

Handle multi-level assemblies

Lay the groundwork for future MRP/manufacturing features

Work Order Build WO Update Inventory

Accounting Postings

Assembly Item

Define the BOM

Print BOM

Light Manufacturing Process

For Inventory Items

Sales Order and Light Manuf. Process

Sales Order Reservation Accept Payment

Create InvoiceFulfillment Accounting

Postings

Work Order

Advanced Forecasting

Product CatalogService Catalog

Putting the “C” in CRM

Integrated Quotes/ProposalsDocument ManagementDocument Publishing

Integrated Order MgmtBookings DashboardIncentive Management

Customer PortalProject TrackingTime & Expense

Upsell/Cross-sell

Website HostingSearch Engine

OptimizationWebsite AnalyticsOnline Catalog

Lead DashboardIntranet Sales &

Marketing ToolsMass E-Mail

Group CalendaringResource Availability

+

Lead

Prospect

Qualify

MeetQuote

Order

Service Delivery

Repurchase

Suspect

+

+

+

+ +

+

+

+

Components of NetSuite CRM

Sales force Automation (SFA) Account Management Contact Management Activity Management

Marketing Automation Lead Management Campaign Management

Customer Service and Support Case Management Knowledgebase Management Issue Management

Advance Partner Center Partner Center Access

Productivity Tools NetSuite – Outlook Integration Calendar Sharing

Opportunity Management

Quote / Sales Order Generation

Forecasting

Customer Center Highlights

Password protected access

View Personalized content– Project status– Outstanding quotes– Order/contract status– Pertinent documents

Customer Service– Enter trouble tickets– Support/service history– Search knowledge base

Lead to Customer Lifecycle

A Contact can be created anytime throughout a Customer's Lifecycle

You can create a Saved Search to display your Contacts in your Dashboard

Create activities such as Tasks, Phone Calls and Events related to a Contact.

Top Search Terms Leads by SourceCampaign ROI

Web Form

Lead Capture

Import Data

Web Site Visitors

Inbound Calls

Lists

Plan and ExecuteMarketing Campaign

• Google AdWords

• Email Marketing

• Direct Mail

• Cold Calls

• Partners

• TV

• Radio

• Events

• Trade Shows

• PR

• Set up auto-response emails -”Thank you for your interest” -Your trial information -Event details

• Set up lead assignment rules -Geography -Company size -Product of interest

• Use the import wizard or Excel connector

• Purchased list• Trade show• Legacy data

• “Contact me” request• Free trial• Event registration

• Organic Web traffic• AdWords referrals• Email responses

• Yellow pages• Google Maps• Word-of-mouth referrals

Create New Leads

• Search for the customer in NetSuite• If one doesn’t exist, create a new lead

Lead Quality

Generate More Leads

On-line Lead Forms:Used to receive information from customers / leads from your website (customer registration or survey)

Lead and Territory Management:

Sales Rules

Sales Territories

Leads Management

Month-to-Date Trending Closed Business by Month Top Sales RepsTop 10 Deals

Presentation Proposal Negotiation WonYesNo

Open Opportunities

You can monitor your opportunities reports and dashboards to keep track of your top deals and prioritize your time.

Customize NetSuite to fit your internal sales methodologies and processes, making it easier to monitor your sales pipeline.

Use email marketing and call downs to re-market to your archived opportunities.

Keep an archive of your dead opportunities.

NetSuite gives your entire company a 360-degree view of your customers and facilitates collaboration across your organization, helping you build strong, lasting customer relationships.

Sales

Support

Marketing

New Customers

Opportunity Management

• Log call notes

• Create follow-up tasks

• Schedule an event

• Send an email

Log Activities

Funnel Cases from Disparate Customer Touch Points

• Technical Support

• Billing Question

• Feature Request

• Updated Account Info

Call Support

Log a Case Online

Email Support

Call Sales

Case Deflection

• Customer Portal• On-line Form

• Press 1 for Support • Press 2 for Billing

• [email protected]• [email protected]

• “While I have you on the phone…”•” I don’t know who to call but…”

CTI Integration (optional)

The customer’s information automatically pops up for the support rep

Log a Case Manually

The salesperson creates a case on behalf of the customer

Email-to-Case (optional)

You can setup email-to-case so that a case is automatically created based on an incoming email.

With the customer portal, you can set it up so the customer receives a suggested solution before submitting a case

Case Is Created

Your Customer Has a Question

?

Cases by Source Case VolumeCases by CustomerCases by Type

Case Rules

Case Record Created

Filtered into Territories

Assigned to aSupport Rep

Case Rules

Case Territories

Closed Loop Case Management Process

Marketing Campaign (email)


Marketing Campaign

TargetGroup

ExecutePlan Monitor/Analyze

Text or HTML FormatFrom NameFrom Email AddressReply To Email AddressCampaign Domain (required for > 10,000 emails)

Email Marketing Template

Static or Dynamic Search

Email Blast / Mail MergeLarge Volume E-mail Campaign Automation

Multi-Channel Campaign Tracking

Promotion & Online Form Management

Real-Time Statistics & Complete ROI

HR / Employee Center

Employee Management– Employee Profile

– Employee Time

HR Reminders– Reviews, Birthdays,

– Visa Expiration

Self-Service– Edit Profile

– Paycheck History

– Time Sheets

– Expense Reporting

– Purchase Requests

Account Planning

I can see my customer’s history of events and activities in Netsuite which help me develop an

account strategy and action plan.

I can create my own Action Plans by assigning tasks to myself as To-Do’s.

I have the option to create a follow-up activities & future date them as a reminder to take action.

I can see which accounts I have committed time & if there are positive results as the outcome.

Increase Collaboration (Calendar Sharing)

You can see other calendars (employees and resources)You can see other calendars (employees and resources)

Monitor Activities by Sales Rep

As a Sales Rep, My Managers don’t have to micro-manage me!

There are no accountability issues since I know what is assigned to me.

If my manager needs a history of events, it can all be found in NetSuite

My managers can look in the application to see what I’ve done instead of asking me

My managers don’t have the time to look at every single detail and record. It’s a

waste of their time! Their objective is to help me meet my goals and targets, just

as much as I would like to.

NetSuite-Outlook Integration saves me time

I am able to synchronize my Contacts, Tasks and Calendar to and from Outlook and

NetSuite

Emails I send from Outlook can be added to a record in NetSuite.

I don’t have to enter data twice in both applications!

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#1 forSoftware

#1 for WD

#1 forManufacturing

#1 forServices

#1 forEtail/Retail

#1 forEnterprises

NetSuite: World’s #1 Cloud ERP

NuVista’s NetSuite Customers Snapshot

Marine Industry

Part of Listed Company- SINWA

Complex requirements with multiple work-flows & processes

www.amsmarinegroup.com

Light Manufacturing Industry

EV-Electric Vehicle Conversion

NetSuite powers entire business operations in ERP/Inventory/CRM

www.evworld.sg

Collins MoversCollins Movers LotteLotte

EV World EV World AMS MarineAMS Marine

Logistics & Transportation Industry

Non-standard requirements for CRM, Costing & Billing Calculations

Replaced multiple disparate systems for CRM, SO & Accounts

www.collinsmovers.com.sg

FMCG Industry

Korean Conglomerate Subsidiary- Lotte Confectionery Singapore

No Systems in place with Multiple Items/SKUs mgmt with integrated SO, PO & Financials

www.lotte.co.kr

NuVista’s NetSuite Customers Snapshot

Safety Equipments/Training Industry

Mix of Service & Products Business model

Integrated Sales, Purchasing, Inventory, Training/Ops Mgmt

www.asretec.org

Most Reputed Apple authorized service centre in Singapore

Receive >8000 Customer Cases per month, with integration req in Sales, Purchasing, Inventory & Fin

eserv.micro2000.com.sg

WD Industry

MarnixMarnix Fortis Fortis

Micro2000Micro2000 AsretecAsretec

Financial/Insurance Industry

Japan HQ Global Company

Insurance Broking Non-standard req for Premium Calculations

Had manual process for Sales, CRM and Accounts- integrated the same

www.marnix.co.jp

Hospitality/Retail Industry

Premier Hospitality Management Company that oversees Travel, Events, and Privileges Program for our corporate customers

CRM System

www.fortis.com.sg

Thanks

7. net suite retail

Marketing

Transcript of 7. net suite retail