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NetSuite Collections Worklist Segmentation and Prioritization
Segment customers into buckets for faster collection operations in NetSuite.
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.
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| transcript |
Coming Soon
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| resources |
Coming Soon |
| discuss |
Coming Soon |
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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. |
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| recommendation |
| image |
tag |
title |
description |
link |
duration |
.png) |
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 |
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components |
| topic |
netsuite-technical-skills-credit-management |
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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 |
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