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…
The Great Migration: How to Master Data Migration with ExtendInsights
Whether implementing NetSuite for the first time, upgrading from a legacy ERP, or consolidating…
Building Effective CRM User Training
We don’t have to tell you that your CRM software is a mission-critical solution…
Excel Encryption: When, How, and What Else You Can Do
When we think of data breaches and data security, the first words that come…
What You Need to Know about Data Privacy and CRM
When fully adopted and running at its best, your CRM will be chock full…
How to Put Your Month-End Close Reporting in Summer Vacation Mode (Year-Round!)
No matter if you’re looking at taking time off for summer break or the…
Challenging Cognitive Biases in Financial Reporting
Cognitive biases are found in many businesses. Probably the most extreme example in recent…
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…
Why Finance Teams Are Replacing ODBC for Smarter Reporting
ODBC connectors were once the go-to method for pulling NetSuite data into Excel. But…
Don’t Get Spoiled by Data Decay
If you’ve ever found a suspicious container of fuzzy green something in the back…
Easy Ways to Prevent Duplicate Data in Your CRM
Have you ever entered information into a record on your CRM only to not…