2 NetSuite Automations that will Immediately Improve the Productivity of your Remote Workforce

 

 

 

 

 

 

 

 

 

 

 

 

 

Webinar: group live presented online  ||  Attendance: 16 Associations

Click here for Recorded Webinar 

(Note: CAE or CPE credits can only be granted to attendees of the group-live webinar presented online )

 

Course Description:

Part 1:  Now more than ever before, getting important emails into NetSuite for full 360-degree visibility is CRITICAL. CloudExtend already makes that easy. Our latest feature, Autopilot, will make email syncing even easier by eliminating the manual work that was required before, saving valuable time.

Autopilot enables Outlook users to put an email thread on “autopilot” — once you attach the email to a NetSuite record, all subsequent emails in the same thread will automatically be attached to the same set of records.

Part 2: What if your finance and accounting team could manage NetSuite data without ever leaving Excel? You could increase data visibility across your organization. You could transform time consuming and repetitive tasks into more efficient processes to save significant time and resources, especially during month end.

 

Learning Objectives:
  • What is Autopilot and How can I get it?
  • Live demo of Autopilot for Outlook
  • Creating/updating large journal entries
  • Creating/editing invoices in bulk
  • Uploading/tracking vendor bills
  • Demo and overview of CloudExtend Excel for NetSuite

 

SPEAKER BIOS

Justine Burdo
Account Executive, CloudExtend Brand, CELIGO
Justine has been the Account Executive for CloudExtend for over 4 years. She started in Customer Success but quickly found her passion for sales and helping her clients achieve their goals of saving time and increasing productivity.

Chris Corcoran
General Manager, CloudExtend Brand, CELIGO
Chris Corcoran was a co-founder and CEO of Market Share, Inc. from 1986-2011. Chris was an early adopter of cloud computing and Market Share, Inc. was one of NetSuite’s first customers in 1999. After 8 years as Director of Account Management at Celigo, Chris has been the GM of CloudExtend for the past 5 years, where he leads sales, marketing, support, and engineering.

Kevin Ha
Manager, Sales Architecture & Support
Experiences and Abilities – Multiple years of customer service and technical support – Inbound and outbound calling – Quickly able to adapt to changes and trends of technology – Proficient in Microsoft and Google Suite – Demo product through Webex tool – Learn from negative feedback and criticism – Consistently achieve personal and career goals – SaaS experience (Cloud storage) – Experience with SalesForce and Netsuite – Excellent verbal, written, presentation and relationship building skills – Thrives in individual and team based environment. – Aligning personal goals with company goals – Experience in processing RMA – Experience with SAP tool – Ability to run reports on Salesforce and Excel – Working in a cross-functional team – Creating Commercial invoice – Experience relaying information from customer to Engineer – Ran log analyzers to identify error or alerts – Expert in SmartClient and CloudExtend tool (Productivity apps) – Experience with Zendesk ticketing system
Level Beginner Delivery Group Internet-Based
CPE(NASBA Category) Computer Software and Applications Reviewer Wade Tetsuka, CPA
CAE (Field of Study) Administration CPE/CAE Credits 1.5
Prerequisites and advance preparation needed None Cost $0.00

UncategorizedMay 21st, 20210 comments

  • U.S. Transactions Corporation

    44044 Riverpoint Drive,
    Leesburg, VA 20176
    Phone: (866) 442-3327
    Fax: (866) 511-0935

  • Key Points About Services

    - Over the last 7 years, we have a client retention rate of 97.5% (vs. industry average of 67.4%).

    - Three consecutive years (2012, 2011, and 2010) in President’s Club

    - We prove and validate your success by providing an initial 6-month fee/savings analysis, and thereafter annually.