2014-06-10 Meeting notes

Owned by Michal Hadac
Jul 05, 2014

Go to start of metadata

Attendees

  • Michal Hadac (Volunteer)

  • Petra Sladka (Volunteer)

  • Jan Schmidt (Volunteer)

  • Stanislav Baca (Volunteer)

  • Pavel Stratil (Grantee)

Goals

  • Set the targets for upcoming meetings
  • Discussed Grantee's requirements and needs regarding ERP product area
  • Received CSV import file from Grantee, but without any sorting
  • Discussed Marketing feature of CRM product area
  • Move meeting from customer's office to NetSuite office's meeting room in order to fill out targets properly

Discussion items

Time
Item
Who
Notes
 

Customers/Contacts/Partners CSV import file

ERP Product area implementation

Grantee

  • Grantee will provided CSV import file without sorting to Customers/Contacts/Partners as discussed before

  • Further discussion about setting up ERP for Grantee's NetSuite account
 

CRM product area

 

ERP product area

Volunteers

  • Provided overview of Marketing Campaigns and setting up Sales Force Automation
  • Provided overview of Sales Force Automation and Activity management

 

  • Stanislav Baca (Product Manager) from Inventory Management joined our SuiteVolunteer team to help us with setting up ERP
  • Discussed Grantee's ERP needs regarding Inventory Management

Action items

  • Grantee - Will sort out CSV import file for future import processing

  • Volunteers - Need to find ERP specialist for accounting setup