One of our NetSuite client who is a wholesale distributor of several brands approached us with a requirement to optimize their NetSuite website to speed up their sales transactions. Their all business depends on the sucess of retailing the products to customers. With so much customers, the sales reps were unable to manage them effectively within the required time and the company developed a strategy to help sales reps to locate their allocated customers within dashboard. An online customer locator to locate the particular customers seemed the perfect solution to solve their issue.
How to integarate an online customer locator with all the customer details stored was the main issue we faced during the Google map integration process.
We understood the client’s requirements thoroughly before implementing the solutions and tailored the solutions to deliver a custom portlet integrated with Google Map API to display in dashboard.
VNMT IT services developed an online customer locator to help the sales reps to locate the customer locations easily without any hassles. The online customer locator allows the sales reps to display customer list with effective sorting based on certain options like country, zip code etc.
Online Customer Locator
The online locator helps sales reps to ease their job by allowing them to search their customers based on certain parameters. The search returns the customer locations based on the search performed in NetSuite account by sorting through all customer records. All customer locations of the particular search are marked on the Google map. The customer locations are listed below the map for more detailed view.
The markers on the customer locations are clickable. Up on clicking a particular customer site’s marker it will open the location in edit mode. It will give more information about the individual customer location in detail. The plotted points on the google map also provide links to get a detailed descriptions about the particular customer.
You can sort your search by selecting a particular country to get the customers within that location. Then the search will list the cutsomer locations based on the country you selected. This will be very helpful for sales reps as now they can easily locate what they are looking for without consuming much time.
The Online Customer locator heps to speed up all the sales transactions as it provide a fast and convient way for sales reps to locate their customers and their details effortlessly. The integration solution lies entirely within NetSuite so there is no need to worry about duplicate entires along with the customer data changes.