Webinar On-Demand Archives

Webinar on Demand | The Step-by-Step Guide to Org Merges in Salesforce

Posted on July 9, 2024July 31, 2024 by Tom Pearce

In this on demand webinar, Kevin Dimond, our Director of Salesforce Practice discusses the planning, execution, and post-merge activities for organizations utilizing Salesforce and other CRMs.

He discussed:

Pre-merge considerations
- Assessment and evaluation of business processes, risk management and legal/compliance requirements

Planning the merge
- Development of project plan

Data management and migration
- Data audit and clean-up

Handling customizations and configurations
- Inventory of existing customizations and configurations

User management and security
- Planning for unexpected issues and downtime

Slow Payments are a Real Glitch: Get Paid Faster and Automate AR

Posted on June 4, 2024June 26, 2024 by Tom Pearce

92% of C-level leaders agree: To reach peak performance, you need to automate every department in your organization, including Accounts Receivable (AR). Yet, many businesses fail to act in this critical area.

In this on-demand webinar, you’ll hear Versapay customer success stories detailing how their clients have leveraged Versapay’s payment integrations with NetSuite and collaborative approach to AR to:

Eliminate manual labor costs
Improve customer experience
Increase customer satisfaction
Accelerate cash flow
Drive efficiency

You’ll also learn how our AI-powered Cash Application automation solution helped Versapay’s clients achieve 90%+ straight-through processing rates.

Letting Go of Control in Non-Controlling Interest: Automation in NetSuite

Posted on May 1, 2024September 11, 2024 by Tom Pearce

Listen in on the discussion as Caravel’s Rob Cupka reviewed how to automate non-controlling interest journals in your NetSuite environment.

He discussed:

How to capture your minority interest by entity in NetSuite
How to automatically process and report on non-controlling interest in NetSuite
How we can help advise on non-controlling interest allocation methods
and more!

Get Salesforce Working for You: Caravel’s Salesforce Services

Posted on April 23, 2024June 18, 2024 by Tom Pearce

The Caravel Salesforce team takes a deep dive on how we can make your Salesforce environment work how you always hoped it would.

Kevin Dimond, Director, Salesforce Practice, covered:

What goes into our Salesforce Health check
Caravel’s experience in Salesforce
Caravel’s top cloud proficiencies

Shared Vendor Bill IP Solution

Posted on April 23, 2024September 11, 2024 by Tom Pearce

This 30-minute webinar session provides an overview and demo of Caravel’s custom IP Solution for Shared Vendor Bills.

The Shared Vendor Bill solution works to share cost responsibility on bills across multiple subsidiaries with a customizable “CP | Shared Vendor Bill” form.

The Evolving Digital Threat: Understanding Emerging Topics in Cybersecurity

Posted on April 2, 2024September 11, 2024 by Tom Pearce

Fred Rica, BPM Partner and Cybersecurity thought leader and evangelist, discussed the emerging topics and trends in the ever-evolving world of cybersecurity.

During this 30 minute webinar Fred covered:

Building your human firewalls
Do you pay the ransomware?
What is AI security?
and more!

Transfr + Caravel: Education Technology Succeeding in NetSuite

Posted on March 25, 2024September 11, 2024 by Tom Pearce

Join Caravel and Transfr, a company providing job-training simulations in virtual reality to their clients, as they discuss their approach to their NetSuite implementation.

This 15-minute webinar with Transfr and Caravel will reveal how Transfr began the process for a new ERP, why they ended up choosing NetSuite, and about the collaborative implementation process with Caravel.

Jaxon + Caravel: Consumer Manufacturing Succeeding in NetSuite

Posted on March 25, 2024September 11, 2024 by Tom Pearce

Join Caravel and Jaxon, a leader in Electromagnetic Pulse (EMP) hardening and survivability, as they discussed their approach to their NetSuite implementation.

This 15-minute sit down with Jaxon and Caravel showcased how Jaxon began the process for a new ERP, why they ended up choosing NetSuite, and about the collaborative implementation process with Caravel.

United Road + Caravel: Delivering on Large NetSuite Implementations

Posted on March 25, 2024September 11, 2024 by Tom Pearce

Join Caravel and United Road, a vehicle and “heavy-haul” transportation service provider, as they discuss their approach to their NetSuite implementation.

During this 15-minute sit down with United Road, we will showcase how they started the process and search for a new ERP, why they chose NetSuite, and all about the collaborative implementation with Caravel.

Curalta + Caravel: How a Large Organization Migrated to NetSuite

Posted on March 25, 2024September 11, 2024 by Tom Pearce

Listen in as Caravel and Curalta, the largest podiatry company in the North East, discussed their approach to their NetSuite implementation.

In this live, 15-minute webinar we showcased how Curalta began the search for a new ERP, why they selected NetSuite, and about the synergistic implementation process with Caravel.

Category: Webinar On-Demand

Webinar on Demand | The Step-by-Step Guide to Org Merges in Salesforce

Slow Payments are a Real Glitch: Get Paid Faster and Automate AR

Letting Go of Control in Non-Controlling Interest: Automation in NetSuite

Get Salesforce Working for You: Caravel’s Salesforce Services

Shared Vendor Bill IP Solution

The Evolving Digital Threat: Understanding Emerging Topics in Cybersecurity

Transfr + Caravel: Education Technology Succeeding in NetSuite

Jaxon + Caravel: Consumer Manufacturing Succeeding in NetSuite

United Road + Caravel: Delivering on Large NetSuite Implementations

Curalta + Caravel: How a Large Organization Migrated to NetSuite

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