NetSuite Collection Calls 101: How to Set-up Customer Calls and Follow Up

Lessons

1. Netsuite Collection Calls: How To Locate Customer Contacts

2. Netsuite Collection Calls: How To Prepare Call Scripts and Schedule Calls

3. Netsuite Collection Calls: How To Take Collection Call Notes

4. Netsuite Collection Calls: How To Follow Up With Customers Effectively

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Duration 30 Min
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Lessons 4 Lessons
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Language English
  • About
  • Course Content
  • Resources
  • Instructors

Course Overview

Collections calls are one of the most important determiner of the direction your AR collections efforts go. Inefficient collections can directly effect the cashflow of your company. Hence, it is important to be aware of various methods available to maximize your collection call efforts. Netsuite offers a one-stop solution for getting contact details, preparing call scripts, taking notes, scheduling calls, providing follow-up email templates and various such other features to speed up your collections.

What you will learn

  • How to Locate Customer Contacts in NetSuite
  • How to Schedule Calls in NetSuite
  • How to Prepare Call Scripts Using Netsuite
  • How to Take Notes During Collections Calls in NetSuite
  • How to Follow-up With Customers Effectively using NetSuite

Skills you will gain

Effective Collections
Finding Customer Details
Preparing Call Scripts
Scheduling Collections Calls
Note-Taking
Following Up With Customers
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Role: Collections Analyst
Designed for Collections Analyst & Managers
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Level : Foundation 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. Netsuite Collection Calls: How To Locate Customer Contacts

Do you know the most efficient way to find customer contact details on Netsuite? Find several efficient alternatives for finding customer records on Oracle Netsuite.

2. Netsuite Collection Calls: How To Prepare Call Scripts and Schedule Calls

Having difficulty in deciding on what to communicate with the customer? Learn how to prepare your call scripts and call your customers to better manage your collection calls.

3. Netsuite Collection Calls: How To Take Collection Call Notes

Having difficulty recalling what you talked about in your last collection call? Taking notes and other call details is crucial for having an effective collection call. Learn how Netsuite simplifies note taking how you can store/recall these details using Oracle Netsuite.

4. Netsuite Collection Calls: How To Follow Up With Customers Effectively

Following up effectively with customers is not easy if you do not have a system in place. Use this step-by-step walkthrough to double up productivity at your workplace. Learn how to follow up with customers using 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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