Mobile, Email and Phone Integration with NetSuite Software

Mobile, email and phone integration with NetSuite® software can be successfully achieved by completing the following ordered steps; gather requirements, enable features, update NetSuite® records, install NetSuite® client-side software or client-side device, setup and configuration, testing and quality assurance, training and deployment. An expert understanding of NetSuite® software and your client computer, mobile device and phone is highly recommended.

Mobile, email and phone integration with NetSuite® software optimizes technology and time, plus presents a professional image in the office and out of the office around the world. Mobile integration with NetSuite® software allows public and/or private contacts, events and tasks to be synchronized between a NetSuite® account and a BlackBerry or Palm mobile phone/device. Email integration with NetSuite® software allows emails to be synchronized between a NetSuite® account and a Microsoft Outlook computer email client. Phone integration with NetSuite® software allows phone calls to be initiated from a NetSuite® account.

The following 5 use cases exemplify the functionality of mobile, email and phone integration with NetSuite® software:

1. You are out of the office and you add or update contacts, events and tasks in your mobile phone/device. When you return to the office, connect your mobile phone/device to your computer via USB cable. The contacts, events and tasks will be added or updated in your NetSuite® account.

2. You are out of the office and you send emails from your mobile phone/device. When you return to the office, open your computer email client. The emails will be added to your NetSuite® account attached to customer, contact, opportunity and/or case records.

3. You are in the office and you send emails from your computer email client. The emails will be added to your NetSuite® account attached to customer, contact, opportunity and/or case records.

4. You are in the office and you add or update contacts, events and tasks in your NetSuite® account. Connect your mobile phone/device to your computer via USB cable. The contacts, events and tasks will be added or updated in your mobile phone/device.

5. You are in the office and you make phone calls. In NetSuite®, from entity records, lists, sublists or portlets and phone call records, lists, sublists or portlets, click the phone number or phone icon, pick up your speakerphone, headset or handset and the phone call will be initiated.

Mobile, email and phone integration with NetSuite® software requires the correct hardware, software, services and setup. The hardware and software requirements for mobile integration with NetSuite® software include a NetSuite® account, BlackBerry or Palm mobile phone/device and Mobile phone/device email service. The hardware and software requirements for email integration with NetSuite® software include a NetSuite® account and Microsoft Outlook computer email client. The hardware and software requirements for phone integration with NetSuite® software include a NetSuite® account and TAPI enabled phone/device.

SkySuite has expertise with the setup for mobile, email and phone integration with NetSuite® software. In addition, SkySuite has expertise in other areas of integration with NetSuite® software including data integration (SuiteTalk™) and Single Sign On™ (SSO). SkySuite is your one stop shop for integration with NetSuite® software.

About SkySuite

Based in Santa Monica, California, SkySuite was founded in 2000. SkySuite, a professional services company, is a leader in quality professional services for NetSuite® software with an elite, world-class professional services group. Our experienced professional services group has expertise in the areas of CRM, ERP, PSA, accounting, websites, ecommerce, all add-on modules, implementations, customizations, scripts, data imports, data integration, other integration, consulting, training and support. SkySuite provides professional services for NetSuite® software to hundreds of small to enterprise companies around the world.