Discussions
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Here are some examples to get your creative juices flowing.
"Did I pay vendor John Doe last month?"
"Take me to my largest sales order for this month."
"What invoices haven't been paid yet?"
How is everyone handling sales attribution from ABM marketing leads?
I couldn't find much about this out in the wild. I'm very new to NetSuite, but fairly experienced with CRMs.
Our company does a lot of account-based marketing (ABM) where we market to existing customers - a very large customer pool where we're constantly trying to cross-sell and make sure no one is underserved.
Back in SF, we used the legacy Lead process, where you always create a new Lead even if the Account pre-exists. That way, once converted, the resulting Opportunity would be tied to the original Lead - and therefore sales attribution would stay intact via direct connection from the Opp to 'Converted Lead'. Simply viewing a "Leads with Converted Opportunity Data" type report was simple and provided a perfect 1:1 relationship between the Lead supplied by the marketing team, to the sale created by the rep. With 'Lightning' the conversion process was enhanced to include better record merging (existing Account/Contact/Opp) during