Boards Library
Pre-Built
Boards includes severall pre built boards that you can download and try in your own NetSuite instance.
As long as you meet the pre requisits in your NetSuite set up those boards should work out of the box (see chapter Pre Requisites for each pre built board).
To handle new leads in a professional way is really important for any business. New leads can be hard and expensive to find and therefor you should not leave it to chance if they are taken care of proper or not. Use the Lead Board to get a better overview of your leads than you ever had before.
To handle your business opportunities in a structured and intuitive way will help you and your sales team to close more deals. In this Pipeline you see where each deal is, how long you have come in the qualification process, which deals you have created proposals for, the ones where you negotiate details with the prospects and which deals you have won and which ones you have lost.
To handle your phone calls in a faster and more user friendly way that allow the users to do more phone calls in less time we recommend you to use the Phone Call Board.
Calendar Task is very useful to use as to do's, reminders to your self or others of what to do. To be able to see them in a Board gives you that extra visual user experience. Is there any better feeling than moving a Task from in progress to Completed?
To handle customer complains or issues in a structured and professional way is crucial for any business. To make this process as easy to work with as possible we have a created a support board that will give the support team a better overview of all cases than they ever had before. This will help the support team to push the case towards a solution and keep the case contact informed along the way.
Pre-Built that needs a setup project
We also offer a couple of boards that is a little more complicated/or requires that we implement new records or new fields on your standard records to work. Therefore those Boards are only offered together with a implementation project. We do this to make sure you will be satisfied with the board.
If you have advanced project enabled in NetSuite and you want to go more agile in the way you work then you most check out Project Task Board for NetSuite. In this Board you can see all your project task, no matter which project the task belong to. The board gives you the tool you need to be able to get that project overview you always dreamed of. Now you can see how to prioritize the work and see which assignee to use, who has to much to do and who is available for more. Use the built in filters to see one customer at the time when you have stand up meetings with your team or together with the customer. Managing projects in NetSuite just got that much easier.
Create a new way for the organization to communicate with the marketing team. Make it possible for anyone to register a new Marketing Request, an idea of an marketing campaign that will benefit the organization. The Marketing team will see all does requests in there Marketing Request Board and will be able to handle all those request and communicate back to requester in a more structured way than they previous had the possibility to do.
Customized Board
We can also help you customize new boards. If you have an idé of a board that you can´t find here don´t hesitate to send us an email (support@suitecorner.se). We will get back with an Estimate as sone as possible.