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non-profit webinar

NetSuite for Non-Profits: Strategies and Tips for Better Reporting and Automation

Get more for what you're already paying for! 

Learn tips and tricks to customize NetSuite dashboard, segments and reports for non-profits. Leverage NetSuite for automated Thank You letters to your constituents and donors. Set up a non-profit specific procurement process, and more. 

Join Protelo's Senior Business Consultant, Rebecca Dyas, who has 13 years of non-profit experience and is a NetSuite for non-profit expert. 

 

This webinar will cover functionality and automation features including: 

  • Set up top KPIs, dashboards, custom segments and reports for non-profits.
  • Automate "thank you letters" to constituents and donors, including year-end summary thank you letters.
  • Customize project and grant records with invoice workflows.
  • Integrate Development & Grants Teams into NetSuite & the Finance team's work.

Sound helpful? Fill out the form on the right to register today!
Join the live webinar on Tuesday, June 25th, 2024, 
at 11:00—11:45 am PST/ 2:00-2:45 PM EST


Register and forward to any colleagues who may be interested in learning more about these NetSuite topics.

Webinar Registration

About Protelo

Providing unparalleled service as an award-winning NetSuite Solution Provider for over a decade, Protelo implements business technology solutions and services that drive efficiency and solve the challenges modern businesses face. Our team of technology experts have assisted hundreds of small, mid-market, and enterprise companies across diverse industries and verticals in achieving their business goals. The benefit of working with Protelo is that we are small enough to care yet big enough to deliver.

Through tailored NetSuite development, implementation, services, and management, we have helped our clients streamline business processes and the flow of critical information.