Automating NetSuite CRM sync to eliminate manual work and boost team productivity by 20%.
Industry:
Technology
Headquarters:
Germany
Products Used:
ExtendSync for Google Workspace
Using ExtendSync, I can quickly see if a contact is already in our NetSuite CRM, which helps for marketing purposes.
Background
This case study of Alta Via Consulting GmbH is based on a survey of CloudExtend customers.
The Challenge
The business challenges that led the profiled company to evaluate and ultimately select ExtendSync for Google Workspace:
- Fully manual approach
- Centralized communication tracking
- Building a single source of truth
- Saving file attachments while minimizing costs
- Improving efficiency and productivity
- Connecting calendar events bi-directionally with NetSuite
The organization did not evaluate any other solutions before ultimately selecting ExtendSync for Google Workspace.
Use Cases
The key features and functionalities of CloudExtend that the surveyed company uses include:
- Automatically attaching emails by email address with Email Autopilot
- Saving on file storage by linking Google Drive files directly to NetSuite records
Results
The surveyed company achieved the following results with CloudExtend:
- Saved up to 10 hours per week with the help of automation
- Improved efficiency and productivity by up to 20%
The organization uses ExtendSync to significantly improve the accuracy of their NetSuite CRM.
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