Sales Force Automation: Fundamentals


Sales Force Automation: Fundamentals training course is designed to learn how to use NetSuite’s Sales Force Automation (SFA) solution to improve your efficiency, operations, and sales activities. In this training class, you will learn the essential concepts of NetSuite SFA features and capabilities and teaches you the critical skills needed to setup, plan, and execute sales operations in NetSuite.

Target Audience:

Anyone responsible for the initial setup and maintenance of SFA and CRM applications and features in your NetSuite account

Schedule & Prices
Course Details Schedule
Classroom Training*
Duration : 2 Days
Fee : India : $1,500 , Dubai : $2,000

08-09 (Dubai)
12-13 (Dubai)
09-10 (Dubai)

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  • Set up SFA and CRM options in NetSuite to optimize efficiency and reporting functionality?
  • Create and manage Sales Rules and Territories?
  • Set up Online Lead Forms to bring new leads directly into NetSuite?
  • Create CSV import mapping to make lead import easy and quick?
  • Understand the relationship and flow of Opportunities, Estimates, Sales Orders, Cash Sales and Invoices, and how these feed into the sales reports?
  • Create email campaigns so that sales reps can target their Customers directly?
  • Review the Forecasting and Pipeline setup and functionality, and impact of setup on the associated reports?
  • Review key sales and CRM activity reports to gain deeper understanding of my business?
  • Design sales manager and sales rep dashboards to facilitate daily tasks?