Free Masterclass Session 2: CRM & Sales Pipeline in NetSuite


8 Expert-Led Sessions. Practical Insights. Real Results.

• Date: Wednesday, 18th June

• Time: 11:30 –12:30 IST/BST

• Venue: Online 

Enhance Your Sales and CRM Efficiency in Just One Hour

Join this interactive session to discover how to effectively manage your sales pipeline, leads, and customer information within NetSuite. You’ll also explore how to tailor fields to your needs, track sales performance through reporting, and access a complete overview of all customer interactions in a single platform.

Fill in the form to reserve your spot.

What You’ll Learn:

• Manage contacts, leads, and customers using NetSuite’s integrated CRM

• Tailor fields to fit your specific sales and finance workflows

• Monitor and progress opportunities from initial lead to final sale

• Create up-to-date pipeline and sales reports with real-time insights

• Improve communication with built-in CRM features

• Get a complete, 360° view of every customer relationship

“You shouldn’t have to chase insights — NetSuite CRM puts the full customer picture at your fingertips.” 

Meet the Experts:

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Laura Delaney - Sales Account
Manager

Laura Delaney is an experienced Account Manager at OSSM, where she has been supporting customers for the past five years. With a strong focus on building lasting relationships, Laura works closely with customers to understand their goals and ensure they get the most value from their NetSuite solution. Her deep understanding of OSSM’s offerings, combined with her commitment to service, makes her a trusted partner to the businesses she supports.
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Brian Doherty - NetSuite Systems Design Specialist

Brian is an experienced Solution Consultant with deep expertise in the ERP software industry, having worked with NetSuite solutions since 2013. Prior to that, he supported and implemented Sage finance and ERP systems. Over the years, Brian has successfully project managed, implemented, and supported NetSuite across a range of industries. He brings a strong focus to business process analysis, working closely with customers to align solutions with their specific needs and objectives.
Discover NetSuite ERP benefits in this Masterclass

Who Should Attend? 

• Sales Teams and Managers

• Finance Professionals involved in pipeline & reporting

• NetSuite Admins configuring CRM & custom fields

• Anyone working with customer/prospect data in NetSuite 

All Attendees Receive: 

• PDF guidebook

• Free 30-min NetSuite CRM review

• Recording of the session

Don’t Miss Out

Live online. 100% free. Limited spots available.

Register Now