Our team has created (and will continue to create) quick customizations that help you streamline your business processes within NetSuite. Our Concentrus Toolkit consists of a series of smaller solutions that are built to make processes within NetSuite even more efficient than they are now, use NetSuite to get additional data or insight, or provide lower cost solutions for specific NetSuite add-ons.
We encourage you to continue checking in on this page because our Toolkit will continue to grow based on reoccurring themes and needs that we see during conversations with our clients.
If you don’t see what you’re looking for, please feel free to reach out! We would love to help.
We’ve created a collections bundle that can be easily customized by NetSuite users. It performs very similarly to the NetSuite Dunning module without the high price tag – and with greater flexibility too.
If you’re using NetSuite Cases/Support and want to be able to accurately measure customer satisfaction, we’ve created a Net Promoter Score (NPS) tool. It makes it easy to add a URL with a survey to cases so that you can track customer satisfaction at every touchpoint.
This tool is designed for the NetSuite user who wants something more polished looking than NetSuite’s standard PDFs, but not as drastic as what you can produce with Advanced PDF. Advanced PDF can be expensive, so our solution provides a happy medium for customers who want a nicer look without the full cost of a customization.
Instead of using the email on the customer record to email invoices out, you can direct invoices specifically to your customer’s AP department. With this bundle, you can easily set a different AP email on each customer’s record to save the time it takes to manually change the email every time you want to send an invoice.
This makes it easy for NetSuite users to pull records of customers in the CRM without additional interaction. It can be used to target a net new campaign, escalate issues to sales managers, or to simply understand if you’re dealing with prospects or long-term clients.
NetSuite has an option to send transactions as PDF’s or embedded into emails. Best practice is to use PDF’s but updating the setting can be cumbersome. Our tool makes the process automatic for you.
This tool is designed to reduce the number of steps the accounting team has to take during the billing process.
Standard NetSuite is limited to just one email on specific transactions. Many times, you need to email multiple people at the same time, which this tool helps you accomplish.
When used with the collections module in NetSuite, you can make getting paid on time a whole lot easier.