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NetSuite Collections Worklist Segmentation and Prioritization

Segment customers into buckets for faster collection operations in NetSuite.

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About this Course

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description
lessonOverview

3 out of 5 collectors fail to collect effectively concludes a recent survey by Highako.com. This is a sad but harsh reality given how much a collector spends calling and dunning customers.

One of the core reasons for this challenge is the inability to segment your customers into the right buckets and prioritize the right customers to follow up. Well, NetSuite solves this problem for you.

This course helps you segment customers for collections into buckets of strategic accounts. It also provides an insight into the collections process for faster operations.

Last but not the least, this course will help you track past-due invoices. It will also help you check a customer's open balance and analyze past due balance.
transcript

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instructor
name title image description
Amanda Soto Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.
recommendation
image tag title description link duration
KPIs and Reporting Customizing Aging Reports in Microsoft Dynamics D365 This training will help you build Microsoft D365 aging period to help you seamlessly in setting up a customer aging process & invoicing. https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course 30 min
KPIs and Reporting NetSuite DSO Reports and Tracking Collector's Productivity Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite. https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course 20 Min
Collection Emails and Letters NetSuite Collections Follow-Ups and Dispute Resolution Methods Tutorial to recover past dues and invalid deductions. https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course 30 Min
tribe
widgetType Id components
topic netsuite-technical-skills-credit-management input

Curriculum30 Mins

About this Course

promoImage
description
lessonOverview

3 out of 5 collectors fail to collect effectively concludes a recent survey by Highako.com. This is a sad but harsh reality given how much a collector spends calling and dunning customers.

One of the core reasons for this challenge is the inability to segment your customers into the right buckets and prioritize the right customers to follow up. Well, NetSuite solves this problem for you.

This course helps you segment customers for collections into buckets of strategic accounts. It also provides an insight into the collections process for faster operations.

Last but not the least, this course will help you track past-due invoices. It will also help you check a customer's open balance and analyze past due balance.
transcript

Coming Soon
resources Coming Soon
discuss Coming Soon
instructor
name title image description
Amanda Soto Customer Success Manager - NetSuite Certified, 79 Consulting, Tvarana Amanda Soto is one of the biggest leading consultants, who has over five years of experience in Oracle NetSuite. She has achieved excellence on full life cycle implementation, testing, customizations, product training, and support after implementation.
recommendation
image tag title description link duration
KPIs and Reporting Customizing Aging Reports in Microsoft Dynamics D365 This training will help you build Microsoft D365 aging period to help you seamlessly in setting up a customer aging process & invoicing. https://academy.highako.com/customizing-aging-reports-in-microsoft-dynamics-d365-course 30 min
KPIs and Reporting NetSuite DSO Reports and Tracking Collector's Productivity Build risk-based DSO reports and analyze your team's productivity in Oracle NetSuite. https://academy.highako.com/netsuite-dso-reports-and-tracking-collectors-productivity-course 20 Min
Collection Emails and Letters NetSuite Collections Follow-Ups and Dispute Resolution Methods Tutorial to recover past dues and invalid deductions. https://academy.highako.com/follow-ups-dispute-resolution-methods-netsuite-course 30 Min
tribe
widgetType Id components
topic netsuite-technical-skills-credit-management input

Curriculum30 Mins