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Win Story | Financial Services | Preferred Credit, Inc.

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Preferred Credit was founded in 1982 to provide financing to one of the largest direct sales distributorships in the world. Since that time, Preferred Credit services have been dedicated to serving the special needs of the direct sales industry.

Demographics

  • Industry | Financial Services
  • Headquarters | St. Cloud, MN
  • Founded | 1982
  • Employees | 245
  • Existing ERP | AccountMate
  • Other Systems | Concur, UKG, US
    Bank, Banco Popular, RBC

NetSuite Solution

  • NetSuite | Financials First STD
  • Modules | Record to Report, Procure to Pay
  • Interfaces | Bank, UKG, Concur, Loan
    Management

Sales Team

  • NetSuite | Courtney Goetz
  • Caravel | Andrew Mathews, Corey
    Ruane

Implementation

  • Methodology | SuiteSuccess + Optimization
  •  Approach | Preferred Credit, Inc will deploy
    NetSuite in a single phase with core functionality going live in month 4 and integrating to various 3rd party systems.

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