NetSuite Outlook Integration: Get Emails Into NetSuite Fast

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Jason Ross
VP of Channels and Partnerships
Ben Oliver
Senior VP Of Strategy
With 20 years experience in the commercial software industry, Ben has served in a variety of technical, leadership and business roles. Working mostly with our fantastic R&D teams on a daily basis, Ben continues to leverage his relationships and experience born from directly designing, supporting, consulting, implementing and building effective solutions for customers for over a decade across a vast array of industries and individual requirements.

On Demand Recording

In this webinar, we demonstrate the Workiro Outlook Integration, and the functionality that this can offer to your business, including:

• Storing emails and attachments against NetSuite records
• Tagging and categorising emails within NetSuite
• Creation of trackable actions in NetSuite from Outlook
• Improving customer and vendor relationships

This includes a brief introduction to Workiro followed by a live demonstration of the App in action. We finish by discussing pricing and a short Q&A session.

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