Visual pipeline your reps will update with Kanban Boards
Sales Forecasts you can trust
Visual pipeline your reps will update with Kanban Boards
Sales Forecasts you can trust
Drag-and-drop in Kanban Boards for NetSuite that reduces double-entry and updates immediately in NetSuite.
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 interactive session, Ross Johnstone, Head of Pre-Sales and Accounts, will show you how Kanban Boards for NetSuite turns your CRM into a powerful visual board for managing your sales – from opportunity to close.
What you will see in this demo:
- 1A 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.
- 2A 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).
What outcomes you can expect:
Register now
EXPERIENCE THE DIFFERENCE
Presenter
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.
