O'Reilly logo

NetSuite OneWorld Implementation 2011 R2 by Thomas Foydel

Stay ahead with the world's most comprehensive technology and business learning platform.

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, tutorials, and more.

Start Free Trial

No credit card required

Customer relationship management

There are three modules in the CRM system: marketing, sales, and service. Let's go through each one and discuss some of the main functions, and then we'll look at the processes that link them together. Our purpose here is to introduce the modules in your OneWorld account. We dive into the details as we move through the chapters.

Marketing functions

The main functions in OneWorld Marketing are marketing campaigns, marketing templates, and groups. Marketing also includes the upsell manager and promotion codes, which we will cover in depth in Chapter 5,

Marketing templates

Marketing templates can be used for online lead capture forms and e-mail blasts. In the case of the online lead form, you have brought a new lead ...

With Safari, you learn the way you learn best. Get unlimited access to videos, live online training, learning paths, books, interactive tutorials, and more.

Start Free Trial

No credit card required