NetSuite provides us with powerful, real-time reports
December 03, 2018
NetSuite provides us with powerful, real-time reports
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with NetSuite ERP
We combined 4 separate systems into one when we implemented NetSuite, impacting 4 out of our 5 departments. With our CRM, ERP, and Marketing all in one system, we can now see client progress, donor involvement, and benefit from powerful reporting with real-time data.
- Our highly-customized approval routing for expense reports creates ease and flexibility for our accounting department.
- Using the non-profit features, we are now able to track donations at both the household and individual levels. Having the option to run donor reports on a single person or on the whole household has cut down lots of hours that was spent on manual data manipulation.
- With financial segmentation, we can easily track expenses by location, department, and grants.
- The last department in our organization that we haven't been able to implement into NetSuite is out Volunteer department. The system we currently use for Volunteers to login and track their hours allows them to have a free user license. So far, we have not been able to find a way for NetSuite to do these things for us. We would love for a future portal to be created for our 200+ Volunteers to login and have accessibility to their hours without having to pay for them to all have licenses.
- For reporting - we would like to be able to join to more than one level above or below the record the search/report is built on. It's been frustrating at times that we cannot pull in data off another custom record into a search or report.
- We have found the Outlook-NetSuite integration has been less than desirable for us. Although emails do integrate, calendar events do not. Currently, many of our employees have to track appointments with Customers in both their Outlook and NetSuite calendars.
- We have been able to produce accurate and powerful data that's resulted in new grants being awarded.
- We are able to see Customer and Donor involvement in one system now, resulting in greater understanding of depth of relationships across the organization.
- We cut annual and monthly costs by implementing NetSuite and rolling our Donor relations CRM, client relations CRM, Accounting, and Expense reporting into one system.