Vol.2 Issue 3, March 2006  

Explore Consulting Acquires NetSuite Solution Provider Net Results Marketing
Explore Consulting today announced it has acquired Net Results Marketing, a Bellevue, Washington based, privately held company and NetSuite Solution Provider.

NetSuite Recognizes Global NetSuite Reseller Stars
Explore Consulting Named One of 10 Solution Providers Receiving Star Awards for Top Sales Performances in 2005

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    Explore Consulting is a full service technology consulting firm that specializes in database and web-based solutions. We provide expertise in eCommerce and web design as well as back-office applications, customizations, and integrations. Explore the possibilities ...

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    View our online web portfolio

    www.CFOHub.com

    The CFO Hub site uses custom online forms to capture lead data in their NetSuite account. The forms are seamlessly integrated into their externally hosted site.

    The collected lead information is automatically routed internally based on which form is completed.

    To view the CFO Hub project, please visit their website here.
    Another Customer Success Story:

    "Explore Consulting has been assisting us for over two years now starting with the initial implementation of NetSuite based business solutions and continuing with additional refinements, training and further customizations of our IT infrastructure as well as two website deployments. The company's resolve for customer satisfaction has been fully demonstrated and supported by its proactive staffing and the willingness to go the extra miles under tight deadlines. I am very pleased with the company's leadership, dedication and the quality of its services."

    - Sungwook Choe, Vice President, GlaciaNova

    NetSuite Tips
    Each month, we will provide our NetSuite customers with tips on how to use the product more efficiently and how to perform complex or unintuitive tasks. We hope that you find these tips helpful.
  		• Mass Reassignment of Leads/Prospects/Customers Based on Sales Rules
       
  		• Adding a For Sale / For Resale Item
      FSR Release 2 in Beta Now
    Explore Mobile's FSR 2 in beta now. This is a complete re-design of the user interface and functionality. The navigation has been enhanced for quick retrieval of relevant data; this includes Jump To, Top 10 history and a standard header/footer. Sales Order view, insert and update is available. Also, full support for Sales Order retrieval, creation, and modification is now available.”

    Explore Mobile offers the FSR 2 as a hosted service to be delivered over the web. Read more about the service and test it now. Experience NetSuite mobility yourself.
    Mass Reassignment of Leads/Prospects/Customers Based on Sales Rules

    If you would like to reassign a large number of Leads, Prospects or Customers from one Sales Rep to another based on the Sales Rules and Sales Territories that you have setup, there is a quick and easy way to do this. Navigate to Lists � Search � Mass Updates. Choose the �Reassign Customers by Sales Territory� option as seen below:

    Click on images to enlarge



    Once you have navigated to 'Reassign Customers by Sales Territory Rules, choose the criteria that will determine which Leads/Prospect/Customers will be reassigned. After setting the criteria, click the Preview button in the upper left corner. This will show you the specific entities that will be reassigned. At this point, you may choose to uncheck the Apply box next to any names that you do not want reassigned. After previewing the list of names that will be reassigned, you may either perform the update (By clicking the Perform Update Button) or you may click Save to save the Mass Update. If you find that you need to edit the Criteria that you have chosen, click the 'Return to Criteria' button. Once you have changed your Criteria, click Preview and then Perform Update.

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    Adding a For Sale / For Resale Item

    When you are setting up your new For Sale or For Resale item in the system, it is very important to use the correct type of accounts. The Sales and Forecasting reports in the system are generated from Sales type transactions that 'Credit' an Income type account. With that said, when you setup either a For Sale or For Resale item in the system, make sure to choose an Income type account in the Income Account box. If you choose any other Account Type in that box, when you view your Forecasting and Sales reports, you will notice that any transactions for these items do not appear on the Forecasting or Sales reports.

    Click on image to enlarge
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    Did you know that Explore Consulting has extensive experience in utilizing the Microsoft .NET architecture to successfully build and deploy applications? Find out more by clicking here.
     
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