- Client Relationship Management
- Retail, eCommerce
- Customer/Donor Management
- Cash/Gift Management
- Sales Prospecting and Fund Raising
|HOW THE PROCESS WORKS?
Migrating from existing systems requires planning, preparation and patience. In short, we will prepare your NetSuite account for migration, set up your Chart of Accounts, and capture your financials and other data (customers, vendors, inventory etc.,) from your current financial system and others you are migrating.
The go-live process entails setting your Balance Sheet and entering all transactions in NetSuite and your current system for at least one month. We provide all of the necessary services and training to ensure the process is a painless and successful for you and your team as possible.