Patriot Gold Group

Patriot Gold Group is a precious metals dealer based in Seal Beach, California. Founded by senior partners with decades of experience at the largest retail and wholesale precious metals firms in the United States, the company helps individuals invest in gold and silver through self directed IRAs and direct purchases. Patriot Gold Group has been recognized as Consumer Affairs Top Rated Gold & Silver Dealer nationwide for an unprecedented 10 years in a row, 2016 through 2025. NetSuite runs lead capture, sales, and client operations across a sales team spread throughout the United States. Maayins works alongside the Patriot Gold team to extend NetSuite to match how the business actually operates.

The business needs that led Patriot Gold Group to bring in Maayins as their NetSuite partner:

• A change in NetSuite's external form posting requirements meant the existing lead capture integration needed to be rebuilt to current standards, across the website and landing pages that drive the business
• The existing cash sale template needed the line-level detail their clients expected, plus a layout that matched the Patriot Gold Group brand
• Lead source attribution was inconsistent, making it hard to measure which campaigns and partners were driving real pipeline

Patriot Gold Group needed a partner who knows NetSuite deeply enough to extend it to fit their operation, with NetSuite continuing to own lead, customer, and transaction data.

The consulting work Maayins has delivered for Patriot Gold Group on NetSuite:

• Rebuilt the lead capture experience across the Patriot Gold Group website, modernizing form embedding and visual design to match the brand, with leads writing cleanly into NetSuite
• Implemented clean lead source attribution so every lead arrives in NetSuite with the right tracking data for marketing analytics
• Built a Patriot Gold Group specific cash sale template in NetSuite with the line-level detail their clients need and the layout that matches their brand
• Ongoing NetSuite optimization work as the business grows and new needs surface

The outcomes Patriot Gold Group has achieved with Maayins:

• Lead capture flow that is faster for the prospect, cleaner for the sales team, and trackable for marketing
• Branded cash sales generated directly in NetSuite, with no after-the-fact Excel workarounds
• A reliable NetSuite partner relationship that handles the work needing more than a setting change, freeing the senior partners to focus on clients

Patriot Gold Group is now evaluating NetXcel on two fronts: NetXcel Reporting to give finance and leadership the daily NetSuite visibility other operators on the platform already have, and NetXcel Data Management to let their sales reps across the United States load cash sales into NetSuite in bulk from Excel, validated before anything writes back.