NetSuite Collections Worklist Segmentation and Prioritization

Lessons

1. How to Add a Collector to the Customer Record in NetSuite

2. How to Do Customer Segmentation in NetSuite

3. How to Do Collector's Worklist Prioritization in NetSuite

4. How to Track Past-Due Invoices for Customers in NetSuite

5. How to Plan Dunning Strategy for Customers in NetSuite

Hour glass
Duration 30 Min
Watch
Lessons 5 Lessons
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Learn 100% Free
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Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

3 out of 5 collectors fail to collect effectively concludes a recent survey by Highako.com. This is a sad but harsh reality give 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 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. This free course will help you track past-due invoices. It will also help you check a customer's open balance and analyze past due balance.

What you will learn

  • How to Add a Collector to the Customer Record in NetSuite
  • How to Do Customer Segmentation in NetSuite
  • How to Do Collector's Worklist Prioritization in NetSuite
  • How to Track Past-Due Invoices for Customers in NetSuite
  • How to Plan Dunning Strategy for Customers in NetSuite

Skills you will gain

Customer Segmentation
Worklist Prioritization
Past-Due Analysis
Planning Dunning Strategy
Customer Relationship
Performance Management
Time Management
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Role: Collections Analyst
Designed for Collections Analyst & Managers
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Level: Advanced Course
Designed to educate collections analyst and managers
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Topic: NetSuite
NetSuite Domain Specific Training Course
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Type: Practical Course
Practical lectures by AR practitioners
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Completion Time: 30 mins
Suggested reading for 20 mins per day

1. How to Add a Collector to the Customer Record in NetSuite

FREE online collection analyst training that helps you understand how to assign a collector to the customer record in NetSuite.

2. How to Do Customer Segmentation in NetSuite

FREE online collector's training that helps you understand the importance of customer segmentation in NetSuite.

3. How to Do Collector's Worklist Prioritization in NetSuite

FREE online collection analyst training that highlights how to do collector's worklist prioritization in NetSuite.

4. How to Track Past-Due Invoices for Customers in NetSuite

FREE online collector's training that helps you understand how to track past-due invoices for customers in NetSuite.

5. How to Plan Dunning Strategy for Customers in NetSuite

FREE online collection analyst training on how to plan dunning strategy for deinquent customers in NetSuite.

Lesson Resources

Girija Sahu

Girija Sahu

Senior Consultant, Netsuite SuiteFoundation Certified
Girija Sahu is one of the biggest leading consultant, 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. With tremendous knowledge on ERP modules, she is fully capable of handling multiple client accounts with an emphasis on customer satisfaction.

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