← Oracle NetSuite
Oracle NetSuite role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Cloud software that runs a company's finances, orders, inventory and reporting in one connected system.
Who you'd be calling
CFO, Controller, VP Finance, COO at growing mid-market companies
Your opener
“Hi [Name], this is [You] from NetSuite. I know I'm calling out of the blue, do you have a minute? We help growing companies run finances, orders and inventory in one system, and I wanted to ask how your team manages that today.”
Problems you solve for them
- Finance teams juggle spreadsheets and disconnected tools
- Month-end close is slow and numbers are hard to trust
- Growing companies outgrow basic accounting software
Discovery questions to ask
- What system do you use for accounting and finance today?
- How long does your month-end close usually take?
- How many separate tools or spreadsheets does your team juggle?
Objections they'll throw at you
“I'm busy right now.”
→ No worries, I'll be quick. When is a better time this week for a short call?
“We're not interested.”
→ Fair enough. Can I ask if your current system is keeping up as the company grows?
“We already use something for this.”
→ That makes sense. Does it handle finance, inventory and reporting together, or do you patch some of it with spreadsheets?
“Just send me an email.”
→ Happy to. Which is more useful to you: faster month-end close, or one view of the whole business?
Competitors worth knowing
Microsoft Dynamics 365, Sage Intacct, Acumatica
Interview tips for this company
- Learn what ERP means in simple words: one system that runs the business's money, orders and inventory.
- Remember NetSuite targets growing mid-market firms, so talk about growth and outgrowing spreadsheets.
Written from public information about Oracle NetSuite to help you practice. Ask an insider what their role play looked like; it's the best prep there is.