2014-03-26 Meeting Notes

Date

March 26, 2014

Given the time, we agreed to just do one more meeting with them—provide general coaching tips and guide on how to setup their account and enter their leads into NetSuite
We hope to invite Guita to just visit our office tentatively on Tuesday (since Guita has been at the NS Manila office before) so as to facilitate better communication/interaction
Ron has already provided the template/guide, so the 3 of us here in Manila will take on setting the meeting
The meeting, scheduled tentatively on Tue morning next week for 2 hours, will comprise 3 parts:
- Overview of CRM/CRM functionality in NetSuite, general best practices/guides—to be handled by Jan
- Demo of importing leads, manually entering a lead (both for B2B and B2C leads)—to be handled by Gem
- After-meeting summary/guide/links to Help Center/SuiteAnswers—to be handled by Leah
Afterwards we will just recommend that Colayco Foundation:
- Request for NetSuite Essentials training from their NS.org account manager
- Request for a Q2 SuiteVolunteer grant again to cover other areas of the product

Jan to confirm with Colayco Foundation if they are free to come to the office Tue next week
Jan to start drafting the presentation for Tuesday
Gem to set up basic lead management in their account, import and enter sample lead records
Leah to start compiling useful links to articles and videos regarding lead management in NetSuite SuiteAnswers/Help Center