Netsuite

Etter + Ramli: The Essential Guide to Ensuring Customer Success

The Essential Guide to Ensuring Customer Success

Customer success is more than just a rebranding of quality customer support, as it involves a fresh mindset to establish a relationship with your customers. The aim of a focused customer strategy is to deliver maximum value to your customers while supporting them on their journey, which leads to fulfilling their goals. Walker suggests that customer experience is going to be the key differentiator over price and product in 2020. Moreover, Oracle has already stated that 86% of customers are ready to pay for…

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CRM Pipeline Statistics – Your Focus is your Outcome

For me, the first sign of a healthy business is a solid stream of new business; this means there is a continual flow of new leads and contacts connecting with your sales team and being managed and actioned via the CRM.  If this process is working well for your company, its probably due to the well organised sales strategy which lays out how a lead is nurtured and engaged with; it probably looks like this. 1) execute nurture tasks, 2)…

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All Leads are Prospects…It’s just timing and nurturing!

One aspect of CRM which perplexes me on a daily basis is the way in which businesses deal with lead nurturing within their CRM. Establishing Trust mean Showcasing our Capability, Reliability, and Intimacy. In the professional services domain, we must foster trusting relationships to be successful and with this a need to authentically illustrate our (and our firms) capability, our reliability to do what we say, all with a degree of intimacy to make the relationship personal.  We must empathise…

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Netsuite financial user handbook – Interim Financial Director

A client called me up a few months ago and asked if I could be there interim FD while they got to the bottom of their business complexity and decided on their actual requirements. We found agreement in the scope, the requirement on my time and the fee. Initially I was shocked by the mess of transactions in the account. Inconsistent treatment of transactions, lack of order and organization. I got to work cleaning up the account, and trying to…

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