Check payment before a renewal
See whether a customer has paid before you reach out about a renewal, so you never pitch more while an invoice is overdue.
Go Fig + NetSuite
Go Fig reads NetSuite so you can see a customer's orders, invoices, and payments before a renewal or onboarding call.
Key facts
What you can do with NetSuite in Go Fig
NetSuite holds what a customer actually bought, was invoiced, and paid. That is exactly what you want to know before a renewal, and it rarely makes it into the CRM. A solutions engineer connects NetSuite with you during setup. Go Fig reads it and never changes anything. Your brief can then show whether a customer has paid and check a closed deal against what was invoiced.
Match the deal to the invoice
Check a closed deal against what was invoiced, so a mismatch gets caught by you instead of by the customer.
Confirm the order at onboarding
After a deal closes, see that the sales order is in NetSuite before your kickoff call.
What Go Fig reads from NetSuite
How to connect NetSuite
Book setup with a solutions engineer
NetSuite is connected with a solutions engineer, not self-serve. Schedule a demo and they walk through it with you and your NetSuite administrator.
Create a read-only role
Your NetSuite administrator creates a role with view-only access (it can look but never change anything) to customers, transactions, and any custom records you want Go Fig to see. Limit it to the subsidiaries that hold your customers.
Pick what Go Fig reads
Decide with your solutions engineer which records matter for your accounts, such as sales orders, invoices, and payments. If your team trusts a saved search, point it out.
Check it in Go Fig
Go Fig brings in past records on the first connection, then keeps them current. Look up a customer you know and confirm their invoices and payments match NetSuite.
Questions about Go Fig + NetSuite
What does NetSuite add for a sales rep?
It shows whether a customer has paid, what they were invoiced, and what they ordered. That is the context you want before a renewal, an upsell, or an onboarding call.
Can Go Fig change anything in NetSuite?
No. Go Fig only reads NetSuite. Anything Go Fig drafts for you, such as a note about an open invoice, waits for your OK in your Feed.
Does our finance team need to change how they use NetSuite?
No. NetSuite stays exactly as it is. Go Fig reads it with a view-only role your administrator controls.
Can I set this up myself?
Not yet. A solutions engineer connects NetSuite with you during setup. Schedule a demo to get started.
Who on my team can see NetSuite data?
Everyone on your team sees only what their role allows.
Ready to connect NetSuite?
A solutions engineer connects it with you on the call. Then you see Go Fig work on your own data.