NetSuite Development Services - Folio3
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Transcript of NetSuite Development Services - Folio3
Folio3 At a Glance Founded in 2005
Over 200 full-time employees
Offices in the US, Canada, Bulgaria & Pakistan
Palo Alto, United StatesSofia, Bulgaria
Karachi, Pakistan
Toronto, Canada
A Focus on:
Mobile Enterprise Solutions &
the Enterprise Web
What We Do
We are a development partner for our customers
Design software solutions, not just implement them
Focus on the solution, make it platform and technology agnostic
Expertise in building applications that are:
Mobile Social & Web Cloud-based Gamified
NetSuite Practice
NetSuite practice since 2008
NetSuite SDN and SuiteCommerce Technology Partner
Delivered 100+ NetSuite solutions globally
NetSuite’s premier partner for mobility & web store development
Blue chip clients
NetSuite Expertise Enterprise
NetSuite enterprise applications
NetSuite integration
Custom development
Mobile
NetSuite mobile apps – SuiteMobile (iOS), NSDroid (Android)
Custom NetSuite app development
Web
NetSuite & 3rd party platform Integration – eCommerce platforms,
CRMs, EDI & order processing systems, SMS messaging platforms
eCommerce websites - web store integration & customization
NetSuite Integration Expertise Extensive experience in NetSuite Integration
NetSuite MessageMedia
NetSuite eBay/eBay Motors
NetSuite Magento
NetSuite Salesforce
NetSuite-3rd party systems
Web store integration & customization
Proprietary connectors for out-of-the-box integration between NetSuite eBay, eBay
Motors, Salesforce, Magento, etc.
Why Folio3? Full spectrum NetSuite solution provider
Mobility solutions
Integration, customization & implementation
SuiteCommerce Technology Partner – specialist in NetSuite based eCommerce websites
Custom development
NetSuite’s premier partner for mobility
Proprietary NetSuite mobile apps for Android & iOS
Experts in custom NetSuite app development
Why Folio3? Web store integration & customization
Various NetSuite ecommerce development packages on offer
Responsive web stores (mobile enabled SuiteCommerce websites)
NetSuite & 3rd Party Systems Integration
NetSuite-eBay/eBay Motors, NetSuite-Magento, NetSuite-Salesforce & more
The Folio3 Advantage
Cost effective offshore development with onshore account management
Many satisfied reference customers
Also provide non-NetSuite enterprise, mobile & web development services
Select Case Studies Select Case Studies (mobility)(mobility)
www.folio3.com [email protected]@folio_3
Custom App Development for Tacoma Screw
The Client
Tacoma Screw - one of the largest distributors of fasteners, tools, maintenance,
shop & industrial supplies in the US.
The Problem
Tacoma had shifted its ERP from Salesforce to NetSuite
Was looking for a CRM app for NetSuite on iPhone similar to Salesforce Mobile,
that would provide its sales teams with access to NetSuite CRM data & sales
workflows on-the-go
Also wanted a custom sales workflow in NetSuite to enable the creation of
indefinitely recurring sales appointments for salesmen
http://www.folio3.com/success_stories/tacoma-screw/
Custom App Development for Tacoma Screw
Folio3’s Solution
Developed a custom NetSuite CRM app for iPhone that
provides real-time, secure access & editing of:
Sales workflow (sales appointments / tasks, sales statuses,
notes, etc.)
NetSuite CRM data - customers, prospects, leads, contacts
One touch, calling, email & mapping
Data search, offline caching & offline data addition & editing
Also developed customized sales workflow in NetSuite that
allows creation of indefinitely recurring sales appointments for
sales team members
http://www.folio3.com/success_stories/tacoma-screw/
Custom App Development for Tacoma Screw“The development of this app with Folio3 was a
great experience. It truly allowed us to develop
what we needed for our business!”
- Eric McGregor
eCommerce & Operations Manager,
Tacoma Screw Products Inc.
NSDroid Free NetSuite CRM app for Android.
Features include:
Real time & offline access to NetSuite
CRM information
Access & Modify Customer, Contact,
Prospect, Lead, Opportunity, Case, Quote
& Time Tracking data
Built-in business card scanner
Custom fields
Inventory Items viewing
Data filters & Text & Voice based search
Click-to-call, Click-to-email & Click-to-map
(via Google Maps) functionality
SuiteMobile
Free NetSuite CRM app for iOS. Features
include:
Real-time, secure access and editing of
NetSuite CRM data - leads, prospects,
customers, contacts & quotes)
Adding & editing of sales orders in NetSuite
Real-time and offline data availability &
editing
Click to call, click to email and click to map
functionality (via Apple & Google maps) for
NetSuite records containing a street address
Search at server functionality
Offline caching
Select Case Studies Select Case Studies (Web Store)(Web Store)
www.folio3.com [email protected]@folio_3
Dog Is GoodWeb Store Customization & Integration
eCommerce website selling gifts & apparel for dog lovers –
direct competitor of Ruffwear
Fully integrated with NetSuite - real time data used to display
products
NetSuite webs tore used to develop user friendly UI & accept
credit card payments
NetSuite customizations for:
Saving & retrieving customer & order data
Real-time sync & display of inventory
Order confirmation emails
Customizable rich Image slider & zooming tool
User reviews
Dog Is Good
Web Store Customization & Integration
Store locator
Item Search
Customized email templates
Email newsletter sign-up
User Blog integration
Tailored registration process for visitors
http://www.folio3.com/success_stories/dog-is-good/
Dog Is Good Wholesale (B2B portal)Web Store Customization & Integration
A B2B e-commerce portal that provides
complete workflow for wholesale purchasing &
ordering of DIG products
Web store customization to allow for:
Modified checkout procedure & payment
options
Addition of multiple matrix items to cart based
on options selected
Product filtration & search to display only
wholesale items
Customizable rich image scroller & zooming
tool
http://www.folio3.com/success_stories/dog-is-good/
Dog Is Good Wholesale (B2B portal)Web Store Customization & Integration
Recommendations based on prior searches
User reviews
Store locator
Customized email templates
Various confirmation emails incl. order
confirmation
http://www.folio3.com/success_stories/dog-is-good/
Dog Is Good
http://www.folio3.com/success_stories/dog-is-good/
“We were very impressed with Folio3’s
knowledge of NetSuite & the way they were
able to quickly understand our requirements &
develop solutions that best fulfilled our needs.
The quality of their work far exceeded our
expectations”.
- Jon Kurtz
President, Dog Is Good LLC
Waterbar Web store based e-commerce site that displays
Waterbar's products & allows customers to place
orders, both in bulk (for business buyers) & small
quantities (for individual buyers). Features:
“Amazon.com” like shopping experience
Real-time synchronization and display of inventory
Credit card payment processing in multiple
currencies
Saving and retrieval of customer data
Order confirmation emails
Waterbar
“We needed an online presence for our business
that catered to both our B2B and B2C clientele and
we needed it in record time. Folio3 was able to
deliver in our timeline, in budget, and has continued
to provide us with excellent on-going support”.
- Lee King
Director, Waterbar
http://www.folio3.com/success_stories/waterbar
Southern Valve & Fitting Web store based e-commerce site. Features:
Real-time sync & display of inventory
Categorization of items in web store by
category/sub-category
Item search
Items list & Item details pages
Item comparison
Web store based shopping cart
Customer specific items pricing
Syncing of orders with customer accounts in
NetSuite, so customers can make payments directly
to Southern Valve
Latest news section
Select Case Studies Select Case Studies (NetSuite (NetSuite
Customization)Customization)
www.folio3.com [email protected]@folio_3
Sundia Corporation
The Client
One of the fastest growing fruit produce brands in North
America
Produces & markets fresh fruit & ready-to-eat, organic
fresh fruit cups
The Problem
Had trouble with data import from B2B Gateway’s EDI
network into NetSuite e.g. multiple electronic purchase
orders (POs)
Often received in single file from a customer in EDI
format. No way to view or verify them
Wanted to split such POs in into individual POs & store
them in human readable format in NetSuite
Sundia CorporationFolio3’s Solution
A custom Suitelet that reads the HTML file
containing POs received from B2BGateway, splits
them into individual POs (if received in a single file
from same customer); converts them into PDF &
associates them with respective sales orders
Suitelet also sends email to relevant users,
reporting status of each transaction i.e. whether PO
/ POs were successfully generated
http://www.folio3.com/success_stories/sundia-fruit-2/
Sundia Corporation
http://www.folio3.com/success_stories/sundia-fruit-2/
“We were extraordinarily pleased with the functionality
and depth of understanding that Folio3's solution
exhibited after a relatively brief, but incisive project
kickoff meeting. Folio3 "gets it" from the start, relieving
us from tedious development discussions drawn out
over a long period of time.”
- Anne Thys
VP Logistics, Sundia Corporation
Daston
DCAA-On-Demand – A solution that
extends NetSuite’s out-of-the-box
functionality by automating much of the
strict project costing, book keeping & time
keeping activities needed by government
contractors
Consists of integrated modules that support
the following functionality: Project Status,
Reporting, Cost Allocation, Payroll Cost
Allocation & DCAA Compliant Time Entry
http://www.folio3.com/success_stories/netsuite-daston-corporation/
Daston
http://www.folio3.com/success_stories/netsuite-daston-corporation/
NetSuite Google Calendar Integration - A
tool that simplifies the process of
creating/maintaining calendar events
between Google Apps & NetSuite. Enables
NetSuite users to synchronize in real-time
details like attendance status, location,
time, recurring events, etc.
Gmail Integration for NetSuite –
facilitates saving of emails from Google
Apps to a specific NetSuite record
Select Case Studies Select Case Studies (NetSuite Integration)(NetSuite Integration)
www.folio3.com [email protected]@folio_3
Osage County Guns – NetSuite-eBay Integration
The Client
Osage County Guns - leading US retailer of guns, ammo
& accessories
The Problem
Uses eBay as primary eCommerce portal & NetSuite
ERP
Had to manually input transaction data for all eBay
sales into NetSuite & manually generate sales orders &
payment invoices in NetSuite for completed sales
Also had to manually update sales orders on eBay
shipping & tracking info once items were shipped
Wanted to automate process by integrating its eBay
merchant account with NetSuite http://www.folio3.com/success_stories/osage-county-guns/
Osage County Guns – NetSuite-eBay Integration
http://www.folio3.com/success_stories/osage-county-guns/
Folio3’s Solution
Uses Folio3’s NetSuite-eBay connector to sync SOs &
customer records, fulfillment & shipping info between eBay &
NetSuite
Connector fetches completed eBay sales & uses sold items’
SKUs to locate & fetch details from NetSuite. Using this data &
eBay sales transaction data, connector creates SOs, invoices &
customer records for sold items in NetSuite.
Validation parameters ensure only those items updated as
“Sold” in NetSuite, whose SOs do not exist & whose SKUs
match eBay transactions.
Once SO marked ‘fulfilled’ in NetSuite, Connector posts its
info in eBay merchant account (with shipping & tracking)
Osage County Guns – NetSuite-eBay Integration
http://www.folio3.com/success_stories/osage-county-guns/
“Thanks to the eBay / NetSuite integration
developed by Folio3, we are able to
dramatically increase our eBay sales without
adding any extra overhead. Within one week
of launch we had already tripled sales with
expectations to continue increasing every
month! “
- John Dawson
Osage County Guns
Hoven Vision – NetSuite-3rd Party System Integration
Integrated Hoven Vision’s NetSuite
account with Prolog Logistics' 3PL web
portal via an automated integration
connector
Solution provides Hoven Vision with a
complete Order Workflow system via
which orders are input & extracted from
NetSuite, posted to Prolog Logistics for
shipping and shipped/fulfilled orders
then updated in NetSuite
TireVan – NetSuite-3rd Party Systems Integration
Integrated TireVan’s (now Autosquad) intranet based
order processing website TireVan Manager (TVM) with
their NetSuite account. Key features include:
Automatic creation & update of SOs/POs & customer &
vehicle details into NetSuite via entries made in TireVan
Manager website
Customized Job Scheduler with Job Roster & Job Calendar
Users do not have to open NetSuite for any activity
Pooled NetSuite connection mechanism allows multiple
users to concurrently input orders in NetSuite via TireVan
Manager website
Proprietary NetSuite Proprietary NetSuite Integration ConnectorsIntegration Connectors
www.folio3.com [email protected]@folio_3
NetSuite Magento Connector Out of the box integration solution
between NetSuite & Magento
Automatically syncs Sales Orders,
Customer data, Product info, Inventory
levels, Fulfillments & Shipping/Tracking
info between NetSuite & Magento
Out of the box support for up to 3
Magento web stores
Support for multiple warehouses &
multiple pricing levels
Fully Customizable
NetSuite Salesforce Connector Out of the box integration solution for NetSuite & Salesforce
Automatically syncs Accounts, Contacts, Items/Products, Prices & Pricing levels
between NetSuite and Salesforce
Generate Sales Orders & Quotes in NetSuite in real-time from closed/won Salesforce
opportunities
Back office visibility for Sales personnel
Highly Customizable
NetSuite eBay/eBay Motors Connectors BFN certified pre-built solutions for
integrating NetSuite with eBay and eBay
Motors
Provide automatic sync of Sales Orders and
associated Customer data, order Fulfillment
& Shipping/Tracking info between NetSuite
& eBay/eBay Motors
Invoice generation in NetSuite and eBay
Out of the box support for up to 3
eBay/eBay Motors web stores
Highly Customizable