Sr. Business Analyst

The Sr. Business Analyst will work on client projects to provide Salesforce.com functional and technical knowledge and ensure that Exafort continues to deliver innovative, high-quality solutions to customers running Salesforce.com as their CRM system.

Our ideal candidate will have strong enterprise business processes knowledge in Sales, Customer services, and business operations, enabling and integrating enterprise applications coupled with exceptional project management and technology skills. Experience in working in high-performing small to midsize companies is highly desired.

Objectives and Responsibilities

  • Administering and customizing SalesForce.com of enterprise clients

  • Architecting and implementing business processes, workflows, and applications in SalesForce.com

  • Providing business and technical leadership for Salesforce.com implementations and customizations

  • Defining and advocating technical collaboration across systems and functional organizations of enterprise clients

  • Developing the appropriate solutions that address cross-functional interdependencies for the Sales/Marketing/Customer Service

  • Develop functional solutions for integrating SalesForce.com with other enterprise applications

  • Conducting business process reviews for enterprise clients

Skills & Qualifications

Bachelor’s degree in computer science, business management, or a related field, and at least eight years of experience in information technology, Sr. Business Analyst candidates will meet the following qualifications:

  • Strong SalesForce.com functional and administration skills- a minimum of 4 years related experience

  • Demonstrated experience and understanding of business process tools such as Oracle, CRM, Visio, Microsoft Office, Project Management tools

  • Strong analytical, organizational, and problem-solving skills are key to success in this position

  • Effective communication, organization, attention to detail, and negotiation skills

  • SalesForce.com Certified Administrator credential is a plus

  • APEX and Force.com knowledge is a plus

Sr. Account Executive

Responsibilities include penetrating new accounts, expanding revenue opportunities within existing accounts, and managing all aspects of an executive sales engagement. The ability to partner with the salesforce.com sales team is mandatory with an emphasis on providing professional services to prospects. Facilitate expansion in prospective client base and expand relationships while maintaining “Customer Satisfaction” with existing Accounts. This role will also work closely with the Cloud partner community to understand key AppExchange partners and align strategically with the field teams at those partner organizations.

Objectives and Responsibilities

  • Drive Enterprise sales for the West with the primary focus on new account acquisition
  • Lead generation and account planning
  • Engage the Exafort delivery team with pre-sales scoping efforts
  • Manage the knowledge transfer process from sales to delivery to ensure consistency
  • Maintain ongoing strategic customer relationships driving repeat business
  • Log all professional services opportunities into the Sales forecast and work with respective salesforce.com AE to help close business and foster an ongoing relationship
  • Track all communication/pipeline activities and required customer and opportunity information in the CRM system
  • Respond to inbound leads from salesforce.com Account Executives, Partners, Exafort marketing efforts, Customer Referrals, etc.
  • Attend weekly sales strategy/pipeline review meetings

Skills & Qualifications

  • Bachelor’s Degree and 7 – 10 years of quota carrying technology services sales or Enterprise applications service sales or cloud computing solution sales and account management experience.
  • Functional and working knowledge of salesforce.com and related ecosystem of partners
  • Deep understanding of the cloud ecosystem as it relates to Salesforce.com
  • Experience with outbound prospecting, ability to expand a sales territory, and strategic account planning
  • Manage complex solution-based sales with a proven track record of developing all aspects of a territory
  • Strong verbal and written communication skills
  • Energetic, enthusiastic, responsive, positive attitude;
  • Ability to work in a flexible, entrepreneurial environment, where an individual contribution has a strong direct impact

Pump-up your sales by getting high-quality leads

  • Kick your sales into a higher gear
  • Increase productivity
  • Polish your leads
  • Focus on quality opportunities
  • Close deals faster

Kick your sales into higher gear, increase the productivity of your sales team, polish your leads, land on high-quality opportunities, and close deals faster. Fine-tune your CRM and accelerate your sales process.

In this highly competitive marketplace, it’s vital to keep your sales productivity ahead of the competition. It is very important to have fast and easy access to better sales force automation tools, streamlined sales processes, visibility to critical data from back-end systems, and a well-trained sales team.

Here are 5 things you can do to increase your sales activities and grow your customer base and revenues:


1. Revamp your customer portal

Understanding your customer’s needs, after you have identified who your target customers are, and finding out what they have and what they want to buy are the first steps to a successful sale of your products and services.
Double your effort on enhancing your customer portal, website, community forums, and blog sites. Look at ways to seek customers’ feedback, and provide them with fresh information in the form of white papers and articles.

2. Rank and score your Leads & Opportunity

With limited resources, it is impossible to go after every lead you get. Identifying whom to go after is very vital. Look at all the customer parameters and the data you have collected through your portal and front line. Overlay external data available and then rank and stack your leads. There are algorithms we can implement in your CRM to help with your lead ranking.

3. Increase targeted campaigns

Once you have identified the Who, the What, and the Why of your customers, it’s time to launch targeted campaigns. It is impossible to manually track and measure your campaigns and you are losing time with traditional methods. Modern CRM products provide many efficient ways to run your campaigns. Leveraging your CRM’s functionality to do this is the key to automating the tracking and measurement of your campaigns.

4. Get your back-end team involved

During the active period of your sales cycle, provide customers with demos and product evaluation opportunities. In this world of try-and-buy, during the trial period, it is very important to support your potential customers like your current customers. The support experience they get during the trial period will have a significant influence on your customer’s buying decisions. Show them how you care and even involve your back-end team and engineers to address their concerns. Look at Salesforce CRM Customer 360 to engage your back-end team efficiently and effectively.

5. Fine-tune and renew your messages

Last, but not least, fine-tune your messages. Through automated tracking and measurement of your campaigns, you will soon discover which incentives and messages are working for you. Discard the poor-performing methods and increase your focus and effort on the better-performing messages.

NetSuite Training On-demand Annual Pass

With the Self-Study Single User Annual Pass, you have access to the most comprehensive NetSuite learning offering available.


The Self-Study center contains unlimited online access to the equivalent of all of NetSuite’s publicly offered courses for one annual fee. As it is a cloud solution you will have access to learning content anytime, anywhere.



  • An easy way to learn NetSuite that fits into your schedule 24×7

  • On-demand access to expert-led learning

  • Apply and practice new skills with hands-on exercises1

  • One cost-effective annual training fee


  • Content is current with each NetSuite release

  • Self-study versions of NetSuite’s publicly offered courses

  • Courses include:

  • Recorded presentations

  • Student workbooks

  • One demo account per course with 30 days access2

  • Instructor email support within 1 business day 

*Pricing will vary depending on country and region.


Contact NetSuite to purchase your Self-Study Annual Pass today!


SuiteTraining Self-Study access is purchased as an individual license. The confirmed user is the only person who may use the course and/or materials. Sharing the training with others in any way is expressly prohibited. Pricing will vary depending on country and taxation requirements. Self-Study does not include NetSuite Consultant Bootcamp or Certification vouchers.


NetSuite Demo Accounts are included when they form part of the standard course curriculum.

 Prepare for the self-study experience by first viewing the system requirements.

Sales & Use Tax Automation using Vertex SMB Built for NetSuite SuiteApp

Vertex helps automate sales and use tax compliance for businesses of all sizes. By enabling calculations and returns, Vertex meets the sales and use tax automation needs of growing businesses.

Simply connect NetSuite to Vertex through a certified integration for more accurate sales and use tax calculations.

Vertex centralizes the rates and rules required for product taxability and calculation of tax in your system. No need to manage tax rate changes manually. Let Vertex’s research team stay on top of the latest tax changes, while you grow your business.

Key Benefits

Vertex SMB for NetSuite offers full support for your order entry to invoicing processes, including:

  1. Real-time tax calculations for sales and procurement transactions
  2. Quotes/estimates
  3. Cash sales
  4. Sales orders
  5. Invoices
  6. Supports Value Added Tax (VAT)
  7. Simplified NetSuite tax setup Consumers Use Tax on the SuiteTax integration
  8. Address validation: validate address information for accurate tax calculation
  9. Estimates: get accurate tax rates for the estimates you prepare
  10. Sales orders: ensure the accuracy of taxes to be collected or paid
  11. Invoices: update your tax journal with real-time tax information
  12. Credit memos: calculate the correct tax amount for credit memos
  13. Cash sales: enter correct tax information for in-person purchases
  14. Cash sales refunds: calculate the correct tax amount for cash returns
  15. Subsidiaries: separate taxation amount subsidiaries in NetSuite OneWorld

Available for use in three deployment models

Vertex for SuiteTax is available for use in three deployment models – on-premise, on-demand and cloud to integrate directly with mid-market ERPs, procurement solutions, and eCommerce platforms. From returns-only processing, tax calculations, and signature-ready PDF returns to outsourcing services that include returns filing and payment processing, Vertex provides a proven and reliable solution for businesses looking to save time, effort, and risk associated with sales and use tax calculation, returns, remittance, and compliance.


Rate Files

Download rate files by location or upload addresses for your specific business needs and access tax rate files. Jurisdiction tax amounts are continuously researched and updated, maintaining our tax content to keep you current.

Fully Automated for Sales and Purchasing

Vertex enables companies of all sizes to realize the full strategic potential of the tax function by automating and integrating tax processes while leveraging advanced and predictive analytics of tax data. Vertex provides cloud-based and on-premise solutions that can be tailored to specific industries for every major line of tax, including income, sales, and consumer use, value-added, and payroll.

Flex Fields

This new functionality applies additional attributes to transactions for specialized data needed to provide accurate taxability and tax rates. This gives you more flexibility and alleviates manual updates in your process. With Vertex, you don’t need to spend extra time reorganizing your product catalog!

Simplified Processing

Vertex provides accurate and complete tax calculations regardless of your NetSuite configuration. Since you have many configuration choices with NetSuite (Advanced Taxes, Advanced Shipping, Line Item Shipping, etc.) Vertex handles each scenario to provide the taxation that you need at any level.

Engineered to Scale with Businesses as they Grow

Vertex enables customers to continue focusing on their core business and react to new market opportunities quickly and confidently. The enhanced technology provides companies with the tools needed to accelerate growth and drive efficiency.

Reference: Vertex SMB

APEX code nuggets – How to avoid executing SOQL or DML in loops

This is a common mistake where queries or DML statements are placed inside a for loop to lookup a record once per iteration. By doing this you will very quickly hit the governor limit of SOQL queries and/or DML statements (insert, update, delete, undelete).

Instead, move any database operations outside of for loops. Form a single query such that you get all the required records at once. You can then iterate over the results. If you need to modify the data, batch update into a list and invoke your DML once for that list of data.

Here is an example showing both a query and a DML statement inside a for loop:


					trigger accountTestTrggr on Account (before insert, before update) {
   //For loop to iterate through all the incoming Account records
   for(Account a: Trigger.new) {         
      //Since the SOQL Query for related Contacts is within the FOR
      //loop, if this trigger is initiated with more than 100 records,
      //the trigger will exceed the trigger governor limit of maximum
      //100 SOQL Queries.
      List<Contact> contacts = [select id, salutation, firstname,
         lastname, email from Contact where accountId = :a.Id];       
      for(Contact c: contacts) {
         System.debug('Contact Id[' + c.Id + '], FirstName[' 
            + c.firstname + '], LastName[' + c.lastname +']');
         c.Description = c.salutation + ' ' + c.firstName + ' ' 
            + c.lastname;          
         //SCALE Since the UPDATE dml operation is within the FOR
         //loop, if this trigger is initiated with more than 150
         //records, the trigger will exceed the trigger governor limit
         //of 150 DML Operations maximum.                                   
         update c;

Since there is a SOQL query within the for loop that iterates across all the Account objects that initiated this trigger, a query will be executed for each Account. An individual Apex request gets a maximum of 100 SOQL queries before exceeding that governor limit. So if this trigger is invoked by a batch of more than 100 Account records, the governor limit will throw a runtime exception.


In this example, because there is a limit of 150 DML operations per request, a governor limit will be exceeded after the 150th contact is updated.


Here is the optimal way to efficiently query the contacts in a single query and only perform a single update DML operation:

					trigger accountTestTrggr on Account (before insert, before update) {
  //In this case we are using the child relationships to filter down
  //and form a single query to get the required records.
  List<Account> accountsWithContacts = [select id, name, (select id,
    salutation, description, firstname, lastname, email from Contacts)
    from Account where Id IN :Trigger.newMap.keySet()];
  List<Contact> contactsToUpdate = new List<Contact>{};
  // For loop to iterate through all the queried Account records
  for(Account a: accountsWithContacts){
     // Use the child relationships to access the related Contacts
     for(Contact c: a.Contacts){
      System.debug('Contact Id[' + c.Id + '], FirstName[' + c.firstname 
        + '], LastName[' + c.lastname +']');
      c.Description=c.salutation + ' ' + c.firstName + ' ' 
        + c.lastname;
   //Now outside the FOR Loop, perform a single Update DML statement.
   update contactsToUpdate;

Now if this trigger is invoked with a single account record or up to 200 account records, only one SOQL query and one update statement is executed.