Essential Dashboard Reporting Benefits: Unlocking Strategic Insights with Consolidated Data
In today's competitive landscape, businesses are drowning in data but starving for insight. While…
Building Trust One Email at a Time: Why Sending from a Real Address Matters
In a world filled with automation, notifications, and system-generated alerts, one thing hasn’t changed:…
The “Human First” Approach to Adopting New Technology
Despite some headlines predicting the doomsday of the ERP system, the ERP market continues…
Why You’re Losing Deals without an Email to CRM Sync
The salesperson's job is to sell. That means building relationships, solving problems, and moving…
Unlock Your Data with the Salesforce AI Query Generator in ExtendInsights
Your Salesforce instance is one of your company's most valuable assets. It’s the central…
Moving Beyond VLOOKUP and XLOOKUP: Power Query and the Future of Excel Data Automation
If you’ve spent years mastering VLOOKUP and XLOOKUP, you’re not alone. These functions have…
What Your Spreadsheet Can’t Tell You: The Hidden Story Behind the Numbers
In the world of financial reporting and data analysis, spreadsheets are our indispensable companions…
Excel’s New =COPILOT() Function: AI-Powered Formulas That Think Like You
The world of Excel just changed forever (again). Microsoft has released the new =COPILOT()…
The Power of Context: Why Attaching Full Email Threads to NetSuite CRM Records Matters
In today's fast-paced business environment, customer relationships are everything. Every interaction, every question, every…
Supercharge Your Spreadsheets: 10 Essential Excel Tips for Finance and Data Pros
In the world of financial reporting and data analysis, Microsoft Excel remains the undisputed…
Document Management and NetSuite Storage Limits Solved: Introducing ExtendDocs
Congrats, you’ve already got your team up and running smoothly on NetSuite CRM and…
How to Fix Unreliable Excel Reports: A Guide to Data Accuracy
The Problem with Unreliable Excel Reports For many of us, Microsoft Excel is the…
How to Master Sending Email from NetSuite CRM: A Guide to Deliverability and Tracking
The Challenge of Sending Email Natively from NetSuite CRM Email is the lifeblood of…
How to Master Budget vs. Actual Analysis in Excel: Your Guide to Smarter Financial Reporting
Introduction: The Power of Budget vs. Actual Analysis Budgeting season is a stressful time for…
Mastering the SUM Function in Excel: From Basics to Business Insights
One of the first math functions we all learned in school was simple addition:…
How to Create NetSuite Opportunity Records from an Email (Yes, Email!)
The Problem of Disconnected Sales Data A salesperson's inbox is a goldmine of new…
Is Your ERP in Alignment with Your Business Goals? A Guide to Ongoing Optimization
In the fast-paced world of business, technology is often seen as a one-time solution:…
The 2026 Budgeting Prep Guide
It comes around every year at the same time, and no matter what you…
Salesforce and Excel Integration: How to Do it (and Why You Should!)
When it comes to CRM, Salesforce is no stranger to popularity. In fact, it’s…
How to Use Excel for Consolidated Financial Reporting
Last year in the US alone, there were 13,697 mergers and acquisitions deals. That’s…