outlook-to-netsuite-sync-contacts-function

In our post, Developing Brand Awareness through Outlook and NetSuite, we needed a way to synchronize our Outlook Contacts to NetSuite using Outlook Categories while also managing the challenges of bounced emails from our email campaigning work within NetSuite. We are pleased to announce our Outlook to NetSuite Sync program (beta) to take care of these concerns to dramatically lower marketing automation costs.

The utility performs two primary functions:

1. Synchronize Outlook Contacts to NetSuite preserving category information
2. Update Contacts in Outlook of NetSuite Bounced Campaign Email Addresses

These two functions perform an important function missing from most CRM systems (such as salesforce.com) — handling the issues that come up with campaign communications all the way to Outlook (and BlackBerry given our usage model). With this new software solution, we solve these concerns:

a. Use BlackBerry and Outlook with Categories to seamlessly manage your contact prospecting list.
b. Keep your contacts synchronized with NetSuite to enable timely targeted communications.
c. Manage email addresses that bounce, thus lowering your communication costs and targeting efforts.

Our beta program is free of charge to those NetSuite users who need immediate value. We encourage participation so we can listen to suggestions to enhance the offering. If you are interested in the software, let us know by contacting us here.

outlook-to-netsuite-category-sync-functions

Key Program Features

a. Syncs only Outlook Contacts that have Email Address; ignores all others. Adds or updates but never deletes.
b. Pushes First Name, Last Name, Full Name, Title, Email Address and Alt. Email for campaign purposes.
c. Keeps track of NetSuite Internal ID so that Outlook Contacts can drive NetSuite update if email address changes.
d. Synchronizes Outlook Categories to NetSuite Categories; Updates categories only if they exist in NetSuite.
e. Sets NetSuite Global Subscription Status Flag to “Soft Opt-In”.
f. Option to only synchronize Outlook Contacts that have been updated since last sync.
g. Select NetSuite campaigns that have bounced email messages to drive updates to Outlook based on these NetSuite status flags:

“BOUNCED_FROM_EMAIL_HANDLER”
“BOUNCED_MISC”
“BOUNCED_INVALID_ADDRESS”

h. Remember NetSuite campaigns that have been previously processed.
i. Make Outlook note of the bounced email address.
j. Move Outlook Email Address #2 & #3 into position #1 & #2 to replace bad address.

outlook-to-netsuite-setup-functions

outlook-contact-cleaned-up

netsuite-contact-bad-email

outlook-to-netsuite-bounced-email-functions

outlook-contact-extra-info

Marty Zigman

Holding all three official certifications, Marty is regarded as the top NetSuite expert and leads a team of senior professionals at Prolecto Resources, Inc. He is a former Deloitte & Touche CPA and has held CTO roles. For over 30 years, Marty has produced leadership in ERP, CRM and eCommerce business systems. Contact Marty to set up a conversation.

More Posts - Website - Twitter - Facebook - LinkedIn - YouTube