How to Set-up Customer Calls and Follow-up In NetSuite

How To Locate Customer Contacts

How To Locate Customer Contacts

Key Takeaways

  • Acquire the ability to locate customer contacts quickly
  • Find ways to schedule calls to get optimum results
  • Become proficient in building call scripts within NetSuite
  • Discover techniques to take notes during collections calls
  • Leverage best-in-class steps to follow-up with customers effectively

Course Description

Are you worried about how your company’s cash flow is affected by collections? Seeking a solution that would enable you to improve collections and resolve disputes?

Powered by Highako University (the world’s first and only free online training platform for order-to-cash professionals), this NetSuite training series offers you a complete solution to help you access contact details, prepare call scripts, take notes, schedule calls, create follow-up email templates, and more to speed up your collections. Leverage this 4-part tutorial series to access best-in-class ways to maximize your collection efforts.

And it is absolutely FREE!

HighRadius Order-to-Cash Software Trusted by Leading Mid-sized Businesses


Frequently Asked Questions

Why this series?

With the changes in the way the world functions, companies have to resolve challenges around cost savings, operational efficiency, and intense competition with limited resources. This complimentary training series has a compilation of courses specially designed for mid-sized businesses to deal with these challenges.

This training series helps CFOs, order-to-cash leaders, and professionals to streamline pivotal business operations, activities, and reporting across finance processes. It covers accounts receivables, accounts payables, cash forecasting, and budgeting.

Why should you take this course?

This course is designed for finance professionals to proactively plan, record, manage and report key business operations daily. Trusted by 9000+ Order to Cash Professionals, these training sessions will allow businesses to:

  • Mitigate risk and propel revenue growth
  • Reduce manual effort and improve team productivity
  • Improve process efficiency with real-time visibility into key business metrics

What skills will you learn?

Effective collections
Promise-to-pay resolutions
Dunning letters techniques
Vigilant collection follow-ups
Managing escalations
Resolving disputes
Building DSO reports
Risk-based DSO reports
Collector’s productivity in NetSuite
Dashboard for senior management
Customer segmentation
Worklist prioritization
Past-due analysis
Planning dunning strategy
Customer relationship
Performance management
Time management
Effective collections
Preparing call scripts
Scheduling customer calls
Follow up with customers
Customer aging analysis