Take control over your NetSuite processes with Alterview Kanban for NetSuite!

NETSUITE SUITEAPPS – Alterview Kanban for NetSuite

BFN_Native_SuiteAp_logo_final

Alterview can offer a very powerful tool that makes it possible for you and your team to work efficiently regardless type of process. With Alterview Kanban for NetSuite we cover CRM, Sales, Project management and the support module in predefined Kanbans but you can easily configure your very own process on any NetSuite table to support your way of working with NetSuite.

 

button_take-me-to-the-store

 

Kanban for NetSuite – Video Resources

 
Click on the images below to watch the demo videos for the prebuilt Kanbans.

Inside Sales Kanban Inside Sales – essential for your sales team, providing them with a list of all the phone calls scheduled for today, tomorrow or later this week.
Tasks & Last Sales Activity Kanban Tasks & Customers by LSA – work more efficiently with your tasks and make sure your customers gets enough attention with the prebuilt Kanbans for tasks and customers by last sales activity.
Project Tasks Kanban Project Tasks – accelerate working with project tasks, with the possibility to track time directly from the Kanban card.
Estimates & Opportunities Kanban Estimates & Opportunities – facilitate the work for your Sales Rep and get a great overview of your business. View Sales Opportunities and Estimates in prebuilt Kanban boards and update status with a drag-and-drop action.
Selling and Scoping Projects Kanbans for Selling and Scoping Projects – accelerate your business processes with this complete flow of Selling and Scoping Projects with Kanban for NetSuite.

 
 

Configure custom processes or run predefined Kanbans!

In addition to configure your very own processes, Alterview Kanban for NetSuite also provides several predefined processes, ready to run as is.

 

Lead – Prospect-Customer
This predefined Kanban gives you an overview of your Lead to Customer progress,
with the possibility to add Contacts, Activities and Transactions to an Entity, without
leaving the Kanban.

 Kanban Lead Prospect Customer

 

 

Opportunities
This predefined Kanban gives you an overview of your Opportunity’s progress,
with the possibility to add Activities and Transactions to an Opportunity, without
leaving the Kanban.

 Kanban Opportunity

 

 

Project Tasks
This predefined Kanban gives you an overview of your Project Tasks for selected projects,
with the possibility to add Activities and Register Time to a Project Task, without leaving the Kanban.
In this example we have added a couple of extra fields on the Project Task to make it possible to
keep track of different Task types or Substatuses.

 Kanban Project Task

 

 

Support
This predefined Kanban gives you an overview of your Support cases, with the possibility to add
Activities and Register Time to a Support case, without leaving the Kanban.

Kanban Support

 

Among the predefined Kanbans you’ll find processes covering CRM, Sales, Project management and the support module. New Kanbans are continuously added to the library of predefined processes. Use the predefined Kanbans processes as is or adjust them to make them fit your business requirements perfectly.

 

Product updates

Our development team is constantly working on new features for Alterview Kanban for NetSuite.

Sign up for our product updates newsletter to stay updated with all new features.

 

 Subscribe  Sign up for product updates newsletter.