Our experience in optimizing NetSuite for software companies
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Automation of Renewal and Upselling Processes
We have assisted clients in automating the renewal and upselling processes for their software subscription products within NetSuite. By implementing tailored workflows and leveraging NetSuite’s advanced features, we enable our clients to streamline their subscription management. -
Organizing Complex Client Hierarchies and Databases
We have helped our clients tackle the challenge of organizing a complex and chaotic client hierarchy and database within NetSuite. This often involves structuring client relationships in a way that reflects their unique business models and interactions. By carefully designing custom entity records and implementing a systematic approach to data categorization, we enable clients to gain a clear visibility into their client networks. Additionally, our team facilitates the integration of various modules and third-party tools, ensuring that the database remains cohesive and up-to-date. -
Introduction of data-driven approaches
We collaborated with them to ensure that overages and utilization for all subscriptions and contracts are accurately monitored, allowing for actionable business intelligence and analytics to be effectively leveraged. This has proven invaluable for our clients in making data-driven decisions for their software products and services.
Learning.com’s experience of partnering with Excelym
“Excelym has been a great partner for us. They have been client focused with prompt and skillful service. Thank you Excelym for your help in managing NetSuite for us!”
Andrew Grimes
Sr. Manager, IT/DevOps
Learning.com
Portland, OR, USA
We understand the nuances of navigating a NetSuite implementation and customization for software companies
Our expertise in NetSuite implementation and customization for software companies extends to the following areas:
- Setting up complex revenue recognition rules
- Customization of dashboards and reports
- Integrating NetSuite with third-party tools and applications
NetSuite ERP’s versatile functionalities and scalability is now becoming an essential component for Businesses in the software and internet industries. The volatility of changing market trends is compensated by NetSuite’s adaptability to the ever changing conditions.
Talk to our team members who’ve helped our clients write a happy ending to a successful story of their ERP/ financial systems journey.
NetSuite Benefits
- Increased Productivity through automated processes
- Reduces Errors through Consolidated files
- Increase ROI through faster transactions with streamlined billing
NetSuite Functionalities
- Automated Order Management
- Streamlined Billing Process
- Accurate Reporting through Consolidated Financials
- SalesForce Integration
Some of Our Key Clients
For pricing and additional information, please contact us via the form below and we will respond to you immediately.
Contact Us
Contact us to learn more about how we can improve your NetSuite experience.
We serve clients globally from these locations:
San Francisco, CA
Jacksonville, FL
Basingstoke, UK
Cebu, Philippines
Software, SaaS & Tech White Paper
