How to Get NetSuite Demo Account? Beginner’s Guide

Why Use NetSuite?

NetSuite is a highly regarded cloud-based enterprise resource planning (ERP) system that offers a comprehensive suite of applications to manage various aspects of a business. Here are some compelling reasons to use NetSuite:

Comprehensive ERP Solution: Integrated Suite

• ERP: Manages financials, inventory, orders, and procurement.
• CRM: Handles customer relationship management.
• eCommerce: Provides eCommerce capabilities for online businesses.
• PSA: Offers professional services automation for project-based businesses.
• HCM: Includes human capital management for HR and payroll.

Cloud-Based Platform: Accessibility

• Anytime, Anywhere: Access NetSuite from any location with an internet connection, using any device.
• No On-Premises Infrastructure: Reduce IT costs and complexity by eliminating the need for on-premises hardware and software.

Scalability: Growth Support

• Flexible: Easily scale your business operations as your company grows, without the need for significant system overhauls.
• Global Business Management: Supports multiple currencies, languages, and subsidiaries, making it ideal for global businesses.

Real-Time Data and Reporting: Up-to-Date Information

• Real-Time Dashboards: Get real-time insights into key business metrics and performance indicators.
• Advanced Reporting: Generate detailed reports to analyze data and make informed decisions.

Customization and Flexibility: Tailored Solutions

• Custom Fields and Forms: Adapt the system to fit your specific business processes.
• Workflows and Scripts: Automate tasks and processes to improve efficiency.

Strong Financial Management: Robust Financial Tools

• General Ledger: Comprehensive general ledger capabilities with multi-dimensional reporting.
• Accounts Payable and Receivable: Efficiently manage payables and receivables.
• Financial Planning: Advanced budgeting, forecasting, and planning tools.

Improved Operational Efficiency: Streamlined Processes

• Automation: Automate routine tasks and processes to save time and reduce errors.
• Process Integration: Seamlessly integrate various business processes to improve efficiency and coordination.

Enhanced Visibility and Control

360-Degree View: Gain a complete view of your business operations, customers, and financials.

• Role-Based Access: Ensure data security and compliance with role-based access controls.

Excellent Customer Support and Resources: Support Network

• Customer Support: Access to NetSuite’s customer support and extensive knowledge base.
• Partner Ecosystem: Benefit from a wide network of NetSuite partners and consultants.

Continuous Updates and Innovation: Staying Current

• Regular Updates: Benefit from continuous improvements and new features without the need for manual upgrades.
• Innovation: NetSuite regularly introduces new functionalities to keep pace with evolving business needs.

Cost-Effective

• Lower IT Costs: Reduced need for on-premises IT infrastructure and maintenance.
• Subscription-Based Pricing: Pay for only what you use with a subscription-based pricing model.

What is a NetSuite Demo Account?

A NetSuite Demo Account is a trial account provided by Oracle NetSuite to potential customers. It allows you to explore and experience the features and functionalities of the NetSuite ERP system in a simulated environment. Here’s what you can do with a NetSuite demo account:

Evaluate Features and Capabilities

• Explore Modules: Assess various modules such as financial management, inventory management, CRM, and eCommerce.
• Understand Functionality: See how different features work together to streamline your business operations.

Understand User Experience

• Interface Familiarization: Get acquainted with the user interface and navigation.
• Customization: Learn how to customize dashboards, forms, and workflows to fit your specific business needs.

Test Business Scenarios

• Simulate Processes: Test real business scenarios like order processing, financial reporting, and inventory management.
• Role-Based Access: Experience how different user roles interact with the system and access information.

Assess Integration Capabilities

• API and Connectors: Explore integration options with other software and tools you use.
• Third-Party Integrations: Understand how NetSuite can integrate with existing systems in your business.

By using a NetSuite demo account, you can gain a comprehensive understanding of how the NetSuite ERP system can enhance your business processes, improve efficiency, and provide valuable insights.

How Can I Use a NetSuite Demo Account?

1. Navigation and Interface Exploration:
   • Dashboard Customization: Modify dashboards to display key performance indicators (KPIs), reminders, and other important data.
   • Explore Menus: Navigate through various menus to understand the structure and available options.
2. Testing Business Processes:
   • Financial Management: Create invoices, record payments, manage expenses, and generate financial reports.
   • Inventory Management: Track inventory levels, manage stock movements, and perform inventory audits.
   • Order Management: Create sales orders, process orders, and manage order fulfillment.
3. Customizing the System:
   • Create Custom Fields: Add custom fields to records to capture additional information specific to your business.
   • Workflows and Scripts: Implement workflows and scripts to automate business processes.
4. Generating Reports and Analytics:
   • Standard Reports: Run standard financial and operational reports.
   • Custom Reports: Design and generate custom reports based on specific criteria and KPIs.
5. Role-Based Testing:
   • Assign Roles: Assign different roles to users to see how role-based access controls work.
   • Test Permissions: Verify what data and functions are accessible by users with different roles.
6. Integrations:
   • Test API Calls: Use the API to integrate with other systems and automate data exchange.
   • Connectors: Use pre-built connectors to link NetSuite with common applications like Salesforce, Shopify, or others.

How To Get NetSuite Demo Account?

To get a NetSuite demo account, follow these detailed steps:

Step 1: Visit the NetSuite Website

1. Open your web browser: Use any modern web browser like Google Chrome, Mozilla Firefox, or Microsoft Edge.
2. Go to the NetSuite website: Enter the URL www.netsuite.com in the address bar and press Enter.

Step 2: Navigate to the Demo Request Page

1. Access the Demo Request: Scroll down to the bottom of the homepage or look for a “Request a Demo” button/link. This is usually located in prominent places on the website, such as the top menu bar, a call-to-action section on the homepage, or the footer.
2. Click on “Request a Demo”: This will direct you to a page specifically for demo requests.

Step 3: Fill Out the Demo Request Form

1. Enter Your Information: You will see a form asking for your details. Fill in the required fields such as:
   • First Name: Your given name.
   • Last Name: Your surname.
   • Email Address: Your business email address.
   • Phone Number: Your contact number.
   • Company Name: The name of your organization.
   • Job Title: Your position within the company.
   • Country: Your country of residence.
2. Additional Information: Some forms may ask for additional information like the number of employees, annual revenue, or specific interests related to NetSuite.

Step 4: Specify Your Needs

1. Choose Areas of Interest: Indicate which NetSuite modules or services you are interested in, such as ERP, CRM, eCommerce, PSA, or HCM.
2. Provide Business Requirements: Briefly describe your business requirements or what you hope to achieve with NetSuite.

Step 5: Submit the Form

1. Review Your Information: Double-check that all your information is correct and complete.
2. Click on Submit: Once you are sure, click the “Submit” button to send your request.

Step 6: Confirmation and Follow-Up

1. Confirmation Email: After submitting the form, you should receive a confirmation email from NetSuite acknowledging your demo request.
2. Follow-Up from NetSuite: A NetSuite representative will typically follow up with you via email or phone to discuss your needs further, schedule the demo, and provide additional information.

Step 7: Attend the Demo

1. Scheduled Demo: Participate in the scheduled demo session. This could be a live demonstration via video conference or an interactive guided tour.
2. Ask Questions: Use this opportunity to ask any specific questions you may have about NetSuite’s capabilities and how it can address your business needs.

Additional Tips

• Prepare Questions: Before the demo, prepare a list of questions or areas you want to explore during the demonstration.
• Explore NetSuite’s Resources: Check out NetSuite’s resource center for white papers, case studies, and product videos to gain more insights before the demo.
• Consult with Your Team: If possible, involve key team members who will be using the system, so they can also provide their input and feedback.

By following these steps, you can successfully request and obtain a NetSuite demo account, allowing you to evaluate how the platform can benefit your business.

Conclusion

Getting a NetSuite Demo Account is crucial for evaluating its potential for your business. By following these simple steps, you can explore NetSuite’s powerful ERP features in a simulated environment. This demo allows you to understand the user experience and test various business scenarios. NetSuite offers real-time data insights, customization options, and a scalable solution for businesses of all sizes. Use this guide to learn how to get a NetSuite demo account. Make an informed decision and discover the benefits of implementing NetSuite in your organization.