GeoBusiness for NetSuite: Sales Team Optimization

Improve Daily Sales Force Execution and Visibility

GeoBusiness for NetSuite: Sales Team Optimization empowers your sales organization with integrated sales processes from opportunity, upsell, and quote management, to sales forecasting, order management, fulfillment, and sales commission.

Sales Team Optimization improves daily execution of the Sales Force Automation workflow. With GeoBusiness, Managers and Sales Reps can visually analyze opportunities and history in a map, allowing them to identify inefficiencies and improve their daily schedules for on-site visitations.  Manager, Sales Rep, and Executive GeoDashboards are real-time single sources of truth for daily sales force activities.  Your organization will:

• Increase sales team productivity both in the field and office
• Plan daily Sales Rep schedules quickly and efficiently
• Increase the number of visits in a day and save time
• Increase face-to-face time with customers and prospects
• Fill schedule gaps with nearby customers and prospects
• Prioritize customer or prospect visits
• See more clients with optimized routes

Step 1: Plan

Leverage the power of location to effectively schedule and dispatch Sales Reps, and to understand where opportunities exist, for example, in recent customer visits.

GeoBusiness Explorer Web App

Use the GeoBusiness Explorer web app to efficiently explore your NetSuite data. Investigate the status of leads, prospects, customers, partners, vendors, and other NetSuite data in a map. Augment analysis with additional GIS data, like land records and demographics, to better determine sales activities.

Step 2: Coordinate

Quickly respond to the unexpected by understanding, in real-time, where Sales Reps are available and where they are needed. Easily assign tasks like customer visits, and monitor their status.

Automated and Optimized Sales Rep Scheduling

GeoBusiness automates synchronization(s) directly from NetSuite data, such as: customer records, saved lists, and reports. Sales Managers can create, modify, and prioritize Sales Rep work assignments in real-time. Create and modify customer visits based on your business rules.

A Common View

A common view in the field and the back office allows the right things to happen: the right Sales Rep, at the right place, with the right tools, to do the right job. Using their smartphones to carry customer assignments and navigation makes it easy for Sales Reps to stay organized, report progress, call for assistance, and remain productive.

Seamlessly integrated with NetSuite

Sales Team Optimization connects Sales Reps with Sales Managers in real-time. Whether Sales Reps are company employees, contractors, or a mix, Sales Team Optimization allows information to feed directly into NetSuite in real-time from the field.

Step 3: Navigate

Sales Team Optimization provides mobile mapping navigation and routing optimization tailored to your NetSuite data-driven Sales business rules.

Consistently meet deadlines by using the most efficient routes. Support Sales Rep drivers with guided routing that even considers the type of vehicle being driven and road restrictions along the route. Define travel modes, route on your own roads, and search your NetSuite data.

Step 4: Capture

Boost field productivity with location-enabled mobile apps for data capture and situational awareness.

Mobile apps enable Sales Reps to prioritize assignments, navigate to them via map and directions, collect data on customers, and complete business surveys in one workflow on one mobile device. Work online or offline, on Android, iOS, or Windows.   

Explore Your Geospatial NetSuite Data Everywhere

Take your maps with you everywhere you go with Explorer for ArcGIS, a mobile app for iOS and Android. Explorer’s markup tools make it simple for you to add notations directly onto your map. Draw shapes or lines to raise visibility. Use text notations to provide additional details. Identify places on your map that need edits or updates. Then, share your marked-up map with members of your Sales organization.

Collect and Update Your NetSuite Mapping Data

Put mapping in the hands of your Sales force to improve the accuracy and currency of your customer data and to make more timely and informed decisions. Your Sales team can create and edit data in real-time while in the field.

Replace Paper Forms

In real-time, push information collected in the field into NetSuite. Replace unreliable paper-based data collection with a trustworthy digital solution that fits the needs of diverse environments. Survey123 for ArcGIS is a simple and intuitive form-centric data gathering solution that makes creating, sharing, and analyzing surveys possible in just three easy steps.

Sales Reps have customer surveys available on their smart phones, such as: market profiling/segmentation, purchase process/tracking, customer intention/purchase analysis, attitudes/expectations, and more. In real-time, completed survey results are made available to managers and executives.

Step 5: Monitor

Stay on top of Sales operations by monitoring, tracking, and reporting real-time data feeds to focus on what matters most. Empower stakeholders with easy-to-understand dashboards that support informed decision-making.

Manager and Executive Operations GeoDashboards and GeoKPIs

Sales Team Optimization delivers real-time feedback from the field to the back office for managers and executives through GeoDashboards and GeoKPIs.

See Where Your Sales Reps Are At Any Time

GeoBusiness joins NetSuite to ArcGIS with the “ArcGIS Connector for NetSuite”

Sales Team Optmization can be applied to a variety of Sales workflows supported by your NetSuite implementation. They will reduce costs, help meet regulatory compliance, and increase customer satisfaction.

To learn more about GeoBusiness for NetSuite: Sales Team Optimization and implementing a location-based sales force management system, please contact us for more information.