Business IT Source, Inc.
Buffalo Grove, IL
CloudExtend Outlook for NetSuite
As an employee-owned business that provides unique solutions, BITS is always looking for ways to improve processes and automation. Immediately, they recognized the value of tracking customer email interactions and attaching them to NetSuite records to ensure that important communications were available to others within the organization. As a company that provides unique solutions, records need to be updated rather quickly with current correspondence, so automating the process was always very important to them. BITS has identified efficiency, productivity, and accuracy as the main drivers of growth in organizations. Updating these records quickly would prepare customer-facing associates for predictive CX successes.
Thinking it was the easiest solution, BITS started out using a free Outlook integration. Over time the app became slow and unstable and eventually was no longer supported by their vendor. Even then, Business IT Source was reluctant to switch over to a new product because they weren’t sure about the learning curve for so many users. NetSuite recommended that they contact CloudExtend. The principal founders pondered training and new product implementation costs shortly before contacting CloudExtend. “How costly and time-consuming would this transition be?” they wondered. Manually performing this task would take up to 20 hours of a 40-hour workweek.
CloudExtend Outlook for Netsuite users requires minimal set-up time, and little to no training. It’s simple, and we were up and running in less than an hour. It cuts the time that we would be spending manually attaching files to and updating NetSuite records in half, and by automating the process gives employees an additional 20 hours a week to work on other projects.
At the recommendation of NetSuite, Business IT Source, Inc. contacted CloudExtend at Celigo to explore the option of deploying CloudExtend Outlook for NetSuite. In less than an hour, the free trial version was installed and required little to no training. No productivity was lost in product implementation and in addition, the product performed better than the previous integration with Outlook. There were no crashes, it was faster, and the interface was more intuitive.
The Bottom Line
With CloudExtend Outlook for NetSuite, BITS was able to circumvent many of the traditional pain points associated with new product adoption including training, engagement, customer onboarding, and product experience. After signing up for CloudExtend Outlook for NetSuite’s free trial, they were up and running in less than an hour. CloudExtend specializes in saving companies a lot of time and resources by creating top-of-the-line email integration apps; these apps install in seconds and deliver immediate benefits. With one click, users can surface (view/edit) relevant NetSuite records. Important emails and file attachments can quickly be memorialized on the NetSuite record of choice—providing a comprehensive view for the entire company. CloudExtend Outlook for NetSuite users supports Office 365 (desktop and web) on Mac and PC.