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What is the Best Practices for Sales CRM

edited Jan 27, 2023 4:43PM in General 3 comments

We are located in the Greenville/Spartanburg area of South Carolina and looking to learn best practices from other small- to medium-size organizations who are using NetSuite CRM to manage the end to end lead to customer sales cycle.

* Gaining insight into NetSuite's unique data model and object structure and the associated implications when designing lead, prospect, opportunity, and customer workflows

* Best practices for B2B Lead and Opportunity Management and Sales Forecasting

Please reach out to me if you are interested in helping and starting a dialog.

MSI-Viking Gage, Inc.

Steven Rosso, VP Sales and Service


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