Skip to content

Success Story

Wholesale SMB

This wholesale SMB has improved efficiency and productivity by up to 20% by using ExtendSync for Outlook.

Industry:
Automotive

Headquarters:
North America

Products Used:
ExtendSync for Outlook

ExtendSync ensures that important communications are saved on the NetSuite customer record rather than the individual employee’s inbox. It also gives us the capability to track sales activities much more easily as everything is stored in one place.

IT Manager
Wholesale SMB
BlurredHS4CaseStudies

Background

This case study of a wholesale 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:

  • Lacked centralized communication tracking
  • Needed to build a single source of truth
  • Needed to improve efficiency and productivity

Use Cases

The key features and functionalities of CloudExtend that the surveyed company uses include:

  • Automatically attach emails by thread with Email Autopilot
  • Automatically attach emails by email address with Email Autopilot

Results

The surveyed company achieved the following results with CloudExtend:

  • Saved 5-10 hours per week with the help of automation
  • Improved efficiency and productivity by up to 20%

Ready to get started?

Request a demo or start a trial.
No credit card required.