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We Tested AI for Post-Meeting NetSuite Updates. Here’s the Reality.

Every sales team I have ever worked with has the same problem. The meeting ends, everyone knows what the next steps are - but there are a few different calls scheduled back to back. By the time someone logs into NetSuite to update the opportunity, add contacts, and document next actions, it's been [...]

2026-08-27T06:43:15-08:00April 17th, 2026|Categories: AI + Netsuite, NetSuite|Tags: , , , |

How to Get Your NetSuite Open Invoices and Aging Instantly Without Running a Report

You're jumping on a call in ten minutes and your manager wants to know where a client stands on their NetSuite open invoices. You know the answer is in NetSuite. You also know that pulling it up means logging in, navigating to a saved search, hoping someone built the right one, and waiting [...]

2026-08-27T06:41:24-08:00March 17th, 2026|Categories: AI + Netsuite, NetSuite|Tags: , , , , , |
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