I.T. Services and Solutions
CloudExtend Outlook for NetSuite
With 70% of the company working remotely and with the goal of providing a seamless client experience, InSource Solutions relies heavily on NetSuite, their customer relationship management (CRM) tool. When their clients reach out, they do not want them repeating the same information to various groups within the company. This is extremely important because there are so many different and intricate components in the manufacturing industry, and they all need to align for a successful business outcome.
For example, the accounting department would keep track of contact information and invoices on a piece of paper on someone’s desk. With the goal of connecting the company with improved technology, the CIO knew they had to ﬁnd a better solution. He initially met the Celigo CloudExtend team at SuiteWorld, and when he saw the demo and its capabilities, he immediately knew it was light years above anything they were currently using.
Autopilot has made my life a lot easier. There are a lot of back-and-forth emails that begin with a single thread. CloudExtend eliminates a lot of manual work and saves the company approximately 200 hours per user per year.
With CloudExtend Outlook for NetSuite, InSource Solutions is now able to expand on additional business use cases throughout different departments within the company. One example is that they can now start using the tool in the accounting department because they can connect to invoices. The purchasing department is able to use the Outlook and NetSuite integration app because it connects to purchase orders.
The services and consulting groups can now log emails to multiple projects and effectively keep track of all previous communication. The client success team can seamlessly connect to customer records within NetSuite. After recently restructuring the entire company as well as the need to exchange many emails, CloudExtend played a big role in providing newly onboarded account managers with a clear picture of past correspondences with customers.
InSource Solutions also uses the Autopilot feature — which allows all subsequent emails in a thread to automatically be attached to the same set of records email once an initial email is attached to a NetSuite record. This helped eliminate a lot of manual work and played a signiﬁcant role in saving the company approximately 4 hours per user, per week in overall efficiency. With CloudExtend, the company also initiates customer and contact information, a task which they did not do before.