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NetSuite Kanban: sales made simple

NetSuite Kanban: sales made simple

Kanban Boards in NetSuite give sales teams a fast, visual way to manage their pipeline. With drag and drop functionality, updates happen instantly and double entry disappears.

If updating deals takes after-hours admin, it doesn’t get done. Kanban Boards for NetSuite turns your CRM into a single board. Drag a card, the record updates, and your forecast becomes real time.

In this session, Ross Johnstone, Head of Accounts and Pre-Sales, will show you how Kanban Boards for NetSuite turns your CRM into a powerful visual board for managing your sales – from opportunity to close.

See Kanban Boards in NetSuite in action

Watch how Kanban Boards in NetSuite bring structure and speed to every stage of the sales process, from opportunity to close.

  • 1

    A Sales Director view: Column totals, weighted forecast, aging, and filters by rep, segment or close window. Drill from column to card to record for coaching.

  • 2

    A Sales Rep view: Open the board, drag deals forward, edit close dates on-card, add a Next Step in sections. Generate an Estimate and send the PDF. Everything stays linked (Opportunity -> Estimate -> Sales Order/Project/Job).

The impact of using Kanban Boards in NetSuite

  • Current pipeline without chasing. Reps update as they work, so forecast reviews shift from status policing to coaching.

  • License and tool consolidation. Drop the extra CRM and keep one database with a single audit trail.

  • Predictable execution. SLA reminders, stage gates, and automated handoffs on Closed-Won.

Kanban Boards in NetSuite

Watch now

EXPERIENCE THE DIFFERENCE

Presenter

NetSuite User Group Webinar presenter - Ross Johnstone

Ross Johnstone
Head of Accounts & Pre-Sales

Ross has extensive NetSuite expertise and is committed to leveraging award-winning NetSuite solutions to further enhance client relationships and drive successful outcomes.

Turn your CRM into a live sales board

Watch how Kanban Boards in NetSuite cut admin, improve visibility, and keep your team focused on closing deals.