How to Customize Business Promotional Campaigns With NetSuite

Problem Statement

The client needed a customized promotional campaign to improve their sales and achieve more profitability and business success. While NetSuite offers several promotional activity features including season–based, company-based, and product-based ones, the standard options weren’t sufficient to address the client’s specific needs. They needed more tailored promotional campaigns that could respond to the challenges their business was facing.

What We Suggested

Our team of experts analyzed the client’s requirements and proposed customizing NetSuite’s existing promotional capabilities. We recommended developing tailored promotional packages that could dynamically apply promotions based on various criteria. The solution included:  

• Creating custom fields and developing a dynamic system that applied promotions based on various criteria. This was achieved through a combination of scripts, including User Event Script, Client Script, and Suite Script.  

• Adding a “Calculate Promotions” button on the Quote page to allow the user to easily apply relevant promotions to the orders. When clicked, this feature would identify applicable promotions and automatically apply the best available discounts.
To determine which promotions are applicable, the system consider several criteria, such as:  

• Matching the Quote items to available promotions 

• Checking order dates and quantities 

• Applying any customer-specific promotions 

• Ensuring promotional terms like payment methods and first-order conditions were met 

This setup would allow the user to manually trigger and control the promotion application process easily, ensuring that only the most favorable discounts were applied in real time.  

Challenges

Creating a system that accurately assessed and applied the right promotions presented several technical challenges. First, we needed to ensure that our custom promotion setup integrated seamlessly with NetSuite’s existing functionality.  

Despite the challenges, we successfully implemented a solution that fulfilled all the client’s needs.  

NetSuite is providing several features for promotion. However, the availability of customized promotional packages is very limited. Hence, we are preparing a set of promotional packaging, tailored to fit the requirements of the user. Here we are shedding light on how you can easily set up the promotional packages. 

Promotional campaigns are one of the important strategies adopted by entrepreneurs for bringing in more business and sales. These campaigns help to enhance the purchasing behavior of customers.  

Attractive promotional packages are the very means to retain customer utility.  

Therefore, it is found that online promotional activities are having a great deal bringing increased sales for an eCommerce business. It is then mandatory to have more and more promotional activities to establish their business reach and to increase sales patterns.  

The promotional activities available in NetSuite cannot be effectively utilized for this specific client requirement due to this unprecedented situation running across the world, which lags their eCommerce operations and thereby sales.  

So that they need promotional campaigns that can act upon a response to these situations. 

So, our task is to customize the promotional activities that need to fit into customer utility. NetSuite customizations help to achieve this proposed requirement. 

Customer Success

Customer success is key to ours. We successfully implemented the requested solution within 42 hours. With our customized solution the client now has a system that automatically applies promotions and discounts on each quote after checking the pre-defined criteria. The client now enjoys a seamless process for managing custom promotions. 

• Custom Promotion Packages: Successfully developed tailored promotional campaigns for the client. 
• Automated Discounts: The system automatically applies the maximum discount for each line item based on predefined criteria, streamlining the entire process.  
• Real-Time Promotions: Promotions are calculated in real-time based on the specific conditions outlined by the client, allowing for greater flexibility in managing their campaigns.

Way Forward

With the successful implementation of this custom promotional system, the client is now well-equipped to manage dynamic promotions that respond to customer needs. Looking forward, the client can continue to refine their promotional strategies to boost their sales further. Additionally, this solution can be scaled to support future growth and new promotional initiatives, helping the client stay competitive in a rapidly evolving eCommerce landscape.

Searching for ways to boost your online sales through more effective promotional campaigns? Look no further, Jobin & Jismi’s expert team can customize NetSuite solutions to meet your specific business requirements. Contact us today to learn more!