Your team lives in email. Your CRM should reflect that.
Customer conversations, follow-ups, and deal updates all happen in Outlook. But if that activity isn’t making it into NetSuite, your CRM data has gaps your team doesn’t even know about. Incomplete records. Unreliable reporting. And a constant reliance on people remembering to log things manually.
There’s a simpler way to get complete visibility.
What you’ll learn
- Where email activity tracking breaks down in NetSuite
- How to eliminate missed emails by syncing entire inboxes automatically
- Why reps don’t log emails and how to fix that without changing how they work
- Why emails sent from NetSuite land in customers’ spam, and what to do about it
Who should attend
NetSuite admins, sales ops leaders, and anyone responsible for CRM data quality who’re tired of chasing their team to keep records up to date.
Presenters
Dawn Jonckowski
Senior Content Manager, CloudExtend
Justine Burdo
Head of Sales & Customer Success, CloudExtend
