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Cofficient NetSuite Partners

NetSuite Saved me from Being Stood Up

Business Breakfast Meeting

I thought I would share my experience about almost being stood up for a breakfast meeting on a cold February morning and how NetSuite saved me.

I recently had a business meeting in town.   I had arranged to meet this business contact in our usual place – Costa Coffee on Bothwell Street in Glasgow at 10am.  But when I turned up it was closed for refurbishment.  So I went across the road to Pret a Manger (who coincidentally have just signed up as a NetSuite customer) and emailed my contact to let him know of the change of location.

 

Dashboard Despair!

I was early anyway so I took out my iPad and logged into NetSuite.  My dashboard said this:

For those who can’t work it out, I am “ES” … and I had a busy day ahead!

 

 

 

Heads Down

Being early, I started to plough through my to do list (and my almond croissant).  I tidied up my opportunities, adding new action dates to the ones I knew I didn’t have to contact today.  I scanned my 39 tasks and reassigned the non-essential ones to another day.  I also completed two tasks while I was sitting there (including the one overdue).

And I used the system to update notes on phone conversations I had completed the previous day while I was out the office.

I was so preoccupied with my work that I didn’t even notice my “date” rushing through the door at 10.15am.  “Sorry I am late!” he greeted me,  “I was held up in a meeting and I didn’t get your email about the change of venue until a moment ago!”

 

Saved By NetSuite

It occurred to me that if I hadn’t been so preoccupied with my work I would have assumed I’d been “stood up” and probably would have left by now.

I wouldn’t have been very productive that morning.  My work would have been uncompleted; my journey a waste; and I wouldn’t have had a nice chat with my good friend (or had an almond croissant for breakfast).

What did I do before I had NetSuite?

For those of you heading out tomorrow for first dates on Valentine’s day, I suggest taking an iPad with the NetSuite app

Written by Emma Stewart – Sales & Marketing Director at Cofficient – loves NetSuite and almond croissants