This article was originally published on LinkedIn.

Most of the NetSuite AI prompts that I've been working on over the past few months have involved some form of financial analysis — resulting in financial reports, dashboards, as well as forecasting.

But last night, I started experimenting with other types of prompts - prompts that are designed to support sales and marketing teams. I wanted to see if AI could help with things like competitive analysis, sales enablement, and so on.

One of the prompts that I was experimenting with was essentially this:

"If you were a sales manager or sales rep at NetSuite, how would you sell it?"

After working on that prompt a bit, the final version (included below) resulted in a complete, structured Sales Enablement Playbook (also included below) — the kind of internal asset that I suspect would normally take a team of sales pros weeks to develop.

The playbook includes:

  • Top 10 Objections & Talk Tracks — Empathetic, conversational responses that validate the customer's concern and pivot naturally back to value.
  • Competitive Battlecards — Detailed positioning vs. QuickBooks Enterprise, Dynamics 365, Sage Intacct, and Acumatica — with clear differentiators, proof points, and traps to avoid.
  • ROI & Value Justification Toolkit — Inputs, formulas, and a mini-case example showing real financial impact.
  • Customer Success Story Templates — Concise, repeatable storytelling format — Challenge → Solution → Results → Quote.
  • Proposal Personalization & Follow-Up Frameworks — Guidance on tailoring messages by industry and persona, plus a 4-week nurture cadence that adds value instead of pressure.
  • Persona-Based Discovery Questions — Curated lists of smart questions for CFOs, Controllers, IT Directors, and Executives — focused on uncovering metrics, pain points, and urgency.

If you're a sales manager, partner, or marketing leader in the NetSuite ecosystem, I think this is worth exploring. You might want to take my prompt and experiment with it. Try feeding it your own context — competitor data, success stories, unique product messaging — and see what happens.

In minutes, you'll have a tailored playbook, ROI model, and discovery guide built specifically for your team.

If you'd like to see more experiments like this — AI prompts that help with sales, marketing, and go-to-market strategy — please let me know in the comments.

The Prompt

You are a senior sales enablement strategist specializing in SaaS ERP solutions.

Create a NetSuite Sales Enablement Playbook designed for account executives selling to mid-market and upper-mid-market organizations (CFO, Controller, VP Finance, and IT Director personas).

The playbook should be structured around consultative, trust-based selling and support every stage of the buyer journey — discovery, evaluation, justification, and commitment.

Include the following, with clear structure, examples, and ready-to-use language:

• Top 10 Objections & Handling Framework — phrased as conversational talk tracks with empathy, validation, and pivot to value.

• Competitive Battlecards — against QuickBooks Enterprise, Dynamics 365, Sage Intacct, and Acumatica; include NetSuite differentiators, proof points, and traps to avoid.

• ROI / Value Justification Toolkit — outline inputs, formulas, and a sample mini-case showing financial impact (e.g., month-end close reduction, automation savings).

• Customer Success Story Template — concise storytelling model (Challenge → Solution → Results → Quote) plus examples by industry.

• Proposal Personalization Framework — how to tailor the message by industry, growth stage, and decision-maker persona.

• Follow-Up Sequences — 4-week cadence with email subject lines and talk tracks reinforcing value and trust.

• Discovery Question Framework — organized by persona (Finance, Operations, IT, Executive) and designed to reveal pain, metrics, and urgency.

Make the tone authentic, consultative, and insight-driven — similar to how NetSuite's best enterprise reps guide CFO conversations.

Include actionable language, numeric examples, and clear formatting for field use (as if being built into a sales playbook or enablement deck).

The Result: NetSuite Sales Enablement Playbook

Audience: Account Executives selling to Mid-Market and Upper-Mid-Market organizations
Primary Personas: CFO, Controller, VP Finance, IT Director

I. Buyer Journey Alignment

The playbook supports every stage: Discovery, Evaluation, Justification, and Commitment.

II. Top 10 Objections & Handling Framework

Format: Empathize → Validate → Reframe → Pivot to Value

III. Competitive Battlecards

QuickBooks Enterprise

Positioning: Graduating from spreadsheets to true ERP.

Differentiators:

  • Native multi-entity consolidation, currency, and intercompany automation
  • Real-time dashboards and role-based access
  • Scales beyond $50M+ revenue without performance issues

Proof Points: 3–5x faster close; audit-ready controls; SOC-2 compliant cloud.

Trap to Avoid: Don't insult QuickBooks — frame it as "great for where you were."

Microsoft Dynamics 365 Business Central

Positioning: Simplicity and agility vs. complexity and integration overhead.

Differentiators:

  • Single unified cloud — not patched-together acquisitions
  • Native financials, CRM, inventory, and e-commerce
  • No server or Azure complexity

Proof Points: 25% lower TCO over 5 years vs. D365 (no separate hosting/support).

Trap to Avoid: Don't debate Microsoft brand loyalty — focus on simplicity, not tech stack.

Sage Intacct

Positioning: Go beyond accounting to true business management.

Differentiators:

  • Complete ERP, not just GL automation
  • Built-in inventory, projects, and CRM integrations
  • Global capabilities (multi-book, multi-currency)

Proof Points: 30% reduction in manual journal entries; 2-day faster close.

Trap to Avoid: Avoid "feature ping-pong." Lead with scalability and business outcomes.

Acumatica

Positioning: Cloud ERP maturity and enterprise-grade reliability.

Differentiators:

  • Oracle-backed reliability and uptime SLA
  • Stronger financial controls, compliance, and audit trail
  • True SaaS model — not partner-hosted or version-fragmented

Proof Points: 99.98% uptime; 37,000+ customers; secure Oracle Cloud Infrastructure.

Trap to Avoid: Don't get dragged into price comparisons; emphasize enterprise trust.

IV. ROI / Value Justification Toolkit

Inputs:

  • Current manual finance FTE hours per month
  • Average loaded cost per FTE ($80/hr typical)
  • Days to close today vs. post-NetSuite
  • Automation % achievable (20–40%)

Formulas:

  • Labor Savings = (Hours Saved × Hourly Rate × 12)
  • Cash Flow Benefit = (Days Close Reduced × Daily Revenue / 365)

Mini-Case Example:

A $100M manufacturer spends ~600 hours/month on manual consolidation and reporting (≈ $48K/month labor). NetSuite automation reduces that by 35%, saving $201K annually. Combined with a 3-day faster close improving cash visibility by ~$50K/year, ROI = 12-month payback.

V. Customer Success Story Template

Structure: Challenge → Solution → Results → Quote

Example (Manufacturing):

  • Challenge: Multi-entity consolidations took 10+ days; limited visibility across plants.
  • Solution: Implemented NetSuite ERP with automated intercompany and real-time dashboards.
  • Results: Month-end close reduced from 10 to 4 days; eliminated 400+ manual journal entries.
  • Quote: "NetSuite gave us the control and visibility to scale globally without adding headcount." — CFO, Industrial Manufacturer

Example (Services):

  • Challenge: Invoicing delays and cash flow strain.
  • Solution: Automated project billing and reporting.
  • Results: DSO reduced by 15 days; revenue leakage eliminated.
  • Quote: "We finally trust our numbers again." — Controller, Professional Services Firm

VI. Proposal Personalization Framework

Tailor the message by industry, growth stage, and decision-maker persona. Each touch should add value, not pressure.

VII. Follow-Up Sequences (4-Week Cadence)

Send insights, benchmark data, or short video explainers. Each touch should add value, not pressure.

VIII. Discovery Question Framework

Purpose: Diagnose pain → Quantify → Tie to business outcomes.

Organized by persona (Finance, Operations, IT, Executive) and designed to reveal pain, metrics, and urgency.

IX. Key Takeaways

  • Lead with insight, not features.
  • Empathize with the pain, quantify the cost, and demonstrate ROI.
  • Win on trust, not tech specs.
  • The best NetSuite reps sell financial confidence, not just ERP.