Document Management and NetSuite Storage Limits Solved: Introducing ExtendDocs
Congrats, you’ve already got your team up and running smoothly on NetSuite CRM and storing files like pros. The…
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 go-to tool for everything from…
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 business communication, and your CRM…
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 any business. But the work…
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: Two plus two equals four…
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 opportunities. In fact, a recent…
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: Select a new Enterprise Resource…
The 2026 Budgeting Prep Guide
It comes around every year at the same time, and no matter what you do, it never seems to…
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 been ranked as IDC’s number…
The Great Migration: How to Master Data Migration with ExtendInsights
Whether implementing NetSuite for the first time, upgrading from a legacy ERP, or consolidating data from multiple systems, your…
Building Effective CRM User Training
We don’t have to tell you that your CRM software is a mission-critical solution for your sales team. But…
Excel Encryption: When, How, and What Else You Can Do
When we think of data breaches and data security, the first words that come to mind probably aren’t “Excel…