Success Story
Small Business
This small business saves 1 – 5 hours per week with the help of ExtendSync automation.
Industry:
Insurance
Headquarters:
Central America
Products Used:
ExtendSync for Outlook
ExtendSync is user-friendly and streamlines our ability to reference documents.
Insurance Small Business
Background
This case study of an insurance SMB is based on a survey of CloudExtend customers. The profiled company asked to have their name blinded to protect confidentiality.
The Challenge
The business challenges that led the profiled company to evaluate and ultimately select ExtendSync for Outlook:
- Fully manual approach to attaching emails to NetSuite
- Lacked centralized communication tracking
- Needed to build a single source of truth
- Wanted to save file attachments while minimizing costs
- Needed to improve efficiency and productivity
Use Cases
The key features and functionalities of CloudExtend that the surveyed company uses include:
- Save email attachments
- Save on file storage by linking OneDrive / SharePoint files directly to NetSuite records
Results
The surveyed company achieved the following results with CloudExtend:
- Saved 1 – 5 hours per week with the help of automation
- Improved efficiency and productivity by up to 40%
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