SuiteVolunteer Project Overview
Grantee wants to use NetSuite CRM to create a customer list and the help the organization better forecast revenue.
Volunteer will provide CRM coaching, helping grantee determine what they need to do to accomplish their goals and providing advice on executing the steps identified.
How to Use the SuiteVolunteer Project Wiki
- Edit this page (click the edit button top right)
- Create child pages (click the create button in the header)
- Record meeting notes
- Upload documents for easy access
We had a kick-off meeting in the second week of February. During this meeting, we arranged a convenient time for Seen2Help to have a demonstration of NetSuite so they can best gauge what they hope to achieve from the CRM customisations.
This demo was arranged for 19th February and went ahead as planned. It lasted a couple of hours and we gave them a broad overview of NetSuite, and it’s potential for them.
The point of the demo was so they could get a better understand as to what they can do with the system, and to allow them to decide precisely what CRM changes they wish to make.
Since then, Seen2Help have come back to us with their requirements. We are now arranging a date to meet in order to complete the work.