Configuring NetSuite ERP Customer Service & Case Management
Book 1
Book 2
Book 3
Book 1
Book 2
Book 3
Book 1
Book 2
Book 3
Book 1
Book 2
Book 3
Home > Business and Economics > Business and Management > Sales and marketing > Configuring NetSuite ERP Customer Service & Case Management: A Step-by-Step Guide to Building a Support Portal, Case Routing Rules, and Knowledge Base(7 Netsuite Erp Configurations)
Configuring NetSuite ERP Customer Service & Case Management: A Step-by-Step Guide to Building a Support Portal, Case Routing Rules, and Knowledge Base(7 Netsuite Erp Configurations)

Configuring NetSuite ERP Customer Service & Case Management: A Step-by-Step Guide to Building a Support Portal, Case Routing Rules, and Knowledge Base(7 Netsuite Erp Configurations)


     0     
5
4
3
2
1



International Edition


X
About the Book

Configuring NetSuite ERP Customer Service & Case Management: A Step-by-Step Guide to Building a Support Portal, Case Routing Rules, and Knowledge Base Unlock the full potential of NetSuite ERP with this definitive guide. Designed for students, executives, and professionals, this book from InfoWave MRV is your key to mastering Customer Service & Case Management. With a clear chapter-wise overview and defined learning outcomes, you will master the step-by-step configuration of a complete support system, from portals to advanced automation. This hands-on journey ensures you acquire career-defining skills and gain a competitive edge. Boost your expertise and accelerate your career by building a real-world solution from scratch. Get your copy today Contents at a Glance Part 1: Foundations of NetSuite Customer Service This part lays the essential groundwork for your support system by guiding you through enabling core features, creating user roles, and setting the global preferences that govern all case management. Chapter 1: Introduction to NetSuite's Service & Support Platform Chapter 2: Initial Setup: Enabling Features & Setting Permissions Chapter 3: Global Configuration: Setting Your Support Preferences Part 2: Core Case Management Configuration Here, you will build the operational core of the system by designing the custom case form and configuring the automated channels for capturing customer issues via both email and public web forms. Chapter 4: The Heart of the System: Designing the Case Form Chapter 5: Defining Your Support Structure: Case Types, Priorities, & Statuses Chapter 6: Capturing Cases via Email: The Email-to-Case Masterclass Chapter 7: Capturing Cases via the Web: Building an Online Case Form Part 3: Automating Your Support Processes This section focuses on injecting intelligence and efficiency into your operations by creating automated case routing rules, time-based SLA escalations, and advanced, multi-step business process workflows. Chapter 8: Intelligent Assignment: Creating Case Territories & Routing Rules Chapter 9: Never Miss an SLA: Configuring Case Escalation Rules Chapter 10: Automating Communications: Setting Up System-Generated Emails Chapter 11: Advanced Automation with SuiteFlow: A Practical Case Workflow Part 4: The Customer Self-Service Experience You will then construct the complete customer-facing experience by launching a branded support portal and building a powerful, searchable Knowledge Base designed to empower users and drive case deflection. Chapter 12: Launching Your Support Portal: The Customer Center Deep Dive Chapter 13: Empowering Customers in the Portal: Submitting & Managing Cases Chapter 14: Building a Powerful Knowledge Base: Structuring Topics & Solutions Chapter 15: Publishing Your Knowledge Base to the Support Portal Part 5: Measurement, Optimization, and Governance Finally, you will learn to measure performance with custom reports and dashboards, leverage the system's integration with the wider business, and establish the essential governance practices for long-term maintenance and success. Chapter 16: Measuring Success: Building Reports with Saved Searches Chapter 17: Visualizing Performance: Designing a Customer Service Dashboard Chapter 18: The Integrated Suite: Connecting Cases to Transactions & Items Chapter 19: Best Practices for Governance & Maintenance Chapter 20: Capstone Project: Building a Complete Support System from Scratch


Best Sellers


Product Details
  • ISBN-13: 9798293457564
  • Publisher: Independently Published
  • Publisher Imprint: Independently Published
  • Height: 279 mm
  • No of Pages: 184
  • Returnable: N
  • Spine Width: 10 mm
  • Weight: 489 gr
  • ISBN-10: 8293457562
  • Publisher Date: 21 Jul 2025
  • Binding: Paperback
  • Language: English
  • Returnable: N
  • Series Title: 7 Netsuite Erp Configurations
  • Sub Title: A Step-by-Step Guide to Building a Support Portal, Case Routing Rules, and Knowledge Base
  • Width: 216 mm


Similar Products

Add Photo
Add Photo

Customer Reviews

REVIEWS      0     
Click Here To Be The First to Review this Product
Configuring NetSuite ERP Customer Service & Case Management: A Step-by-Step Guide to Building a Support Portal, Case Routing Rules, and Knowledge Base(7 Netsuite Erp Configurations)
Independently Published -
Configuring NetSuite ERP Customer Service & Case Management: A Step-by-Step Guide to Building a Support Portal, Case Routing Rules, and Knowledge Base(7 Netsuite Erp Configurations)
Writing guidlines
We want to publish your review, so please:
  • keep your review on the product. Review's that defame author's character will be rejected.
  • Keep your review focused on the product.
  • Avoid writing about customer service. contact us instead if you have issue requiring immediate attention.
  • Refrain from mentioning competitors or the specific price you paid for the product.
  • Do not include any personally identifiable information, such as full names.

Configuring NetSuite ERP Customer Service & Case Management: A Step-by-Step Guide to Building a Support Portal, Case Routing Rules, and Knowledge Base(7 Netsuite Erp Configurations)

Required fields are marked with *

Review Title*
Review
    Add Photo Add up to 6 photos
    Would you recommend this product to a friend?
    Tag this Book Read more
    Does your review contain spoilers?
    What type of reader best describes you?
    I agree to the terms & conditions
    You may receive emails regarding this submission. Any emails will include the ability to opt-out of future communications.

    CUSTOMER RATINGS AND REVIEWS AND QUESTIONS AND ANSWERS TERMS OF USE

    These Terms of Use govern your conduct associated with the Customer Ratings and Reviews and/or Questions and Answers service offered by Bookswagon (the "CRR Service").


    By submitting any content to Bookswagon, you guarantee that:
    • You are the sole author and owner of the intellectual property rights in the content;
    • All "moral rights" that you may have in such content have been voluntarily waived by you;
    • All content that you post is accurate;
    • You are at least 13 years old;
    • Use of the content you supply does not violate these Terms of Use and will not cause injury to any person or entity.
    You further agree that you may not submit any content:
    • That is known by you to be false, inaccurate or misleading;
    • That infringes any third party's copyright, patent, trademark, trade secret or other proprietary rights or rights of publicity or privacy;
    • That violates any law, statute, ordinance or regulation (including, but not limited to, those governing, consumer protection, unfair competition, anti-discrimination or false advertising);
    • That is, or may reasonably be considered to be, defamatory, libelous, hateful, racially or religiously biased or offensive, unlawfully threatening or unlawfully harassing to any individual, partnership or corporation;
    • For which you were compensated or granted any consideration by any unapproved third party;
    • That includes any information that references other websites, addresses, email addresses, contact information or phone numbers;
    • That contains any computer viruses, worms or other potentially damaging computer programs or files.
    You agree to indemnify and hold Bookswagon (and its officers, directors, agents, subsidiaries, joint ventures, employees and third-party service providers, including but not limited to Bazaarvoice, Inc.), harmless from all claims, demands, and damages (actual and consequential) of every kind and nature, known and unknown including reasonable attorneys' fees, arising out of a breach of your representations and warranties set forth above, or your violation of any law or the rights of a third party.


    For any content that you submit, you grant Bookswagon a perpetual, irrevocable, royalty-free, transferable right and license to use, copy, modify, delete in its entirety, adapt, publish, translate, create derivative works from and/or sell, transfer, and/or distribute such content and/or incorporate such content into any form, medium or technology throughout the world without compensation to you. Additionally,  Bookswagon may transfer or share any personal information that you submit with its third-party service providers, including but not limited to Bazaarvoice, Inc. in accordance with  Privacy Policy


    All content that you submit may be used at Bookswagon's sole discretion. Bookswagon reserves the right to change, condense, withhold publication, remove or delete any content on Bookswagon's website that Bookswagon deems, in its sole discretion, to violate the content guidelines or any other provision of these Terms of Use.  Bookswagon does not guarantee that you will have any recourse through Bookswagon to edit or delete any content you have submitted. Ratings and written comments are generally posted within two to four business days. However, Bookswagon reserves the right to remove or to refuse to post any submission to the extent authorized by law. You acknowledge that you, not Bookswagon, are responsible for the contents of your submission. None of the content that you submit shall be subject to any obligation of confidence on the part of Bookswagon, its agents, subsidiaries, affiliates, partners or third party service providers (including but not limited to Bazaarvoice, Inc.)and their respective directors, officers and employees.

    Accept

    Fresh on the Shelf


    Inspired by your browsing history


    Your review has been submitted!

    You've already reviewed this product!