If your team lives in Excel but your data lives everywhere else, you know that doing business in 2025 typically requires some manual effort to get a holistic view of what’s going on in the company. You can’t function without all this data, but let’s be honest: The varying formats and locations often make it difficult to function with the data, too.
Join us to see how connecting Excel to your key apps and databases allows you to refresh, analyze, and share the truth—fast. The more data sources you can integrate, the easier your process will be, and the more people who can access a complete view of the information they need for the decisions they have to make.
In this webinar, you’ll learn to:
- Pull live data from apps like NetSuite, Salesforce, and more—directly into Excel
- Build refreshable models and templates your team can reuse
- Automate updates and reduce manual errors (bye, VLOOKUP spaghetti)
- How to create a single source of truth with integrated data
- Share results securely across teams
Presenters

Justine Burdo
Head of Sales & Customer Success, CloudExtend

Kevin Ha
Solution Consultant, CloudExtend
