Success Story
Wholesale Distributor Small Business
Wholesale Distributor Small Business automatically attaches emails by thread with Email Autopilot.
Industry:
Manufacturing
Headquarters:
North America
Products Used:
ExtendSync for Outlook
With ExtendSync Outlook for NetSuite integration, I now have significantly improved visibility into important communications, files, and events, and a faster process for updated contact information.
Wholesale Distributor Small Business
Background
This case study of a wholesale distributor Small Business is based on a survey of CloudExtend customers. The profiled company asked to have their name blinded to protect confidentiality.
The Challenge
The business challenges that led the profiled company to evaluate and ultimately select ExtendSync for Outlook:
- Current solution was not fully meeting needs
- Lacked centralized communication tracking
- Needed to improve efficiency and productivity
Use Cases
The key features and functionalities of CloudExtend that the surveyed company uses include:
- Create, edit, and delete NetSuite contact records from within Outlook inbox
- Automatically attach emails by thread with Email Autopilot
- Automatically attach emails by email address with Email Autopilot
Results
The surveyed company achieved the following results with CloudExtend:
- Saved 1-5 hours per week with the help of automation
- Improved efficiency and productivity by up to 10%
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