What You Need to Know about Data Privacy and CRM
When fully adopted and running at its best, your CRM will be chock full of customer data. Everything from…
Challenging Cognitive Biases in Financial Reporting
Cognitive biases are found in many businesses. Probably the most extreme example in recent history is the Enron case.…
Can Excel Improve Your Operational Efficiency? (Believe It or Not: Yes!)
According to Morgan Stanley, by early 2024, the buzzword “operational efficiency” was mentioned in US earnings calls more than…
Why Finance Teams Are Replacing ODBC for Smarter Reporting
ODBC connectors were once the go-to method for pulling NetSuite data into Excel. But today’s finance teams need more…
Don’t Get Spoiled by Data Decay
If you’ve ever found a suspicious container of fuzzy green something in the back of your fridge, you’ve experienced…
Easy Ways to Prevent Duplicate Data in Your CRM
Have you ever entered information into a record on your CRM only to not be able to find it…
Your Guide to Managing Tariffs in NetSuite
Tariffs have become a charged political talking point, functioning as a central piece to the U.S. trade policy in…
Why Email, Calendar, and File Integration Is Essential for NetSuite CRM
We all know that email is where most of our work starts: conversations, deals, follow-ups, and project updates. But…
Is Your CRM Enough? Using Data to Become Customer Obsessed
By now, your organization is good at gathering data. How could you not be in 2025? Every touchpoint you…
10 Ways to Power Up NetSuite for Your Finance Team
Data analytics is both art and science when it comes to extracting meaningful insights from a large amount of…
Are ERPs Still Relevant? Addressing the Mythical Decline
Are ERPs still relevant? It’s an important question to ask. And in order to answer that question, first we…
The Most Common Excel Reporting Errors (And How to Fix Them!)
Getting an error message when working with any software can be frustrating. But when it comes to Excel errors,…