Item: NetSuite ERP
Rating: 8
Author: Matthew Gazzano

Use Cases and Deployment Scope

We use it to create and manage field service work orders from sale to fulfillment, as well as house the status of our network of digital devices in doctors offices.

The most important record type we use are the transaction, and transaction lines, and repair item record. We also use a custom record type heavily, which is represents Our digital devices at a location. We use these records to understand our inventory, and progress In sales objectives.

Pros and Cons

Custom Sales Order creation
Batch processing of orders
Flexibility to create custom record types for specific use cases

Better native field service functionality without use of 3rd party
Excess modules and templates that are not relevant to every customer
Ether open source API connectivity & community for pipeline creation

Return on Investment

Ability to process more sales orders and therefore more revenue
Decreased anomalies in order processing
Set data quality checkpoints so that sales orders are vetted and truely represent what they are intended fo

Alternatives Considered

Zoho CRM

Better support for API connectivity, as well as a more holistic sales order process for our business. It has allowed us to create more custom sales order entry processes that trigger fulfillment processes. This has allowed us to scale out product offerings and capture a more dynamic sales and fulfillment process than Zoho was.

Key Insights

Do you think NetSuite ERP delivers good value for the price?

Yes

Are you happy with NetSuite ERP's feature set?

Yes

Did NetSuite ERP live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of NetSuite ERP go as expected?

Would you buy NetSuite ERP again?

Yes

Other Software Used

ServicePro, Google BigQuery, Airtable

Usability

Easy to navigate where data lives, as well as quick visibility if record contents with saved searches. This allows users to customize how to find the data they need in a streamlined way, which has become a powerful tool for our team. Our sales order entry process is also straight forward, and NetSuite is flexibility to customize how these templates populate let business users be more effective

Support Rating

It’s a great system for process and source of data. I think that the UI could use an improvement and just seems a little outdated.

Likelihood to Recommend

It is the source of truth for most of our business, and allows us to reference one data input in multiple places. It is appropriate for organizations who embrace change and are ready to reimagine better ways to automate manual spreadsheet processes. It is less appropriate for organizations who have not yet fully built out / accounted for all ends of their operational process, because that is the first step to a successful NetSuite build.

Satisfied Customer

Software Version

Modules Used

Overall Satisfaction with NetSuite ERP