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 

Optimise Your Sales Process and CRM in Just One Hour 

This hands-on session will show you how to manage your pipeline, leads, and customer records in NetSuite. You’ll also learn how to customise fields, report on sales activity, and gain a 360° view of all interactions in one place. 

Fill in the form to reserve your spot.

What You’ll Learn:

• Use NetSuite’s built-in CRM for contacts, leads, and customers

• Customise fields to align with your sales and finance processes

• Track and manage opportunities from lead to close

• Generate pipeline and sales reports with real-time data

• Communicate better with built-in CRM tools

• Gain a true 360° view of each 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