Over the past few weeks I have been working on a project at
work where I have been working on optimizing the management of the leads that
are business gets through marketing efforts. One of the first issues that I
faced when doing this, was understanding how NetSuite was really set up. I have
been using the program for more than 6 months now, but I just kind of knew how
to do everything in the system that my last role required. I never spent too much
time thinking about what anything meant outside of my role. One of the first
things that I wanted to do was understand what the process looked like from the
time a customer came into our funnel as a lead until the point that they became
a customer.
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In NetSuite this accomplished by segmenting the customer journey into the following stages:
Lead: Leads in NetSuite are identifiable as those individuals you
have contacted and are potentially a customer.
Prospect: A Prospect is an individual that you have identified as
someone who is interested in purchasing from you.
Customer: As simple as it sounds, in NetSuite, someone becomes a
customer once they have
purchased from you.
During each of these stages, if you will, NetSuite gives you
the ability to also update a status that helps you keep track of where you are
at in the process.
By understanding the flow of the software itself, in its
intended use, we have been able to develop a strategy to automate the process
of our lead management and greatly increase the efficiency of our work.
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