Are You Ready for Email Automation? A CRM Readiness Checklist
Email is where your most important customer conversations actually happen—but too often, that context never makes it into your CRM…
The Future of Excel in the AI Era
Few business tools have shown the staying power of Microsoft Excel. First released in 1985, Excel has evolved from a…
Why 2026 Is the Year You Abandon CSV Uploads
For years, CSV uploads have been the default way to get data into systems like NetSuite and Salesforce. Need to…
The Complete Guide to Bi-Directional Calendar Sync
Most professionals rely on their calendars to run their day. In fact, studies consistently show that the vast majority of…
Introducing Two Powerful New Ways to Query NetSuite Data: SuiteQL + AI Query Generator in ExtendInsights
NetSuite is the operational backbone for thousands of organizations, holding mission-critical data about financials, customers, orders, inventory, billing, projects, and…
The “Human First” Approach to Adopting New Technology
Despite some headlines predicting the doomsday of the ERP system, the ERP market continues to expand. It’s grown 8%…
Unlock Your Data with the Salesforce AI Query Generator in ExtendInsights
Your Salesforce instance is one of your company's most valuable assets. It’s the central nervous system that holds the…
What Your Spreadsheet Can’t Tell You: The Hidden Story Behind the Numbers
In the world of financial reporting and data analysis, spreadsheets are our indispensable companions. They organize, calculate, and present…
Supercharge Your Spreadsheets: 10 Essential Excel Tips for Finance and Data Pros
In the world of financial reporting and data analysis, Microsoft Excel remains the undisputed champion. But if your workflow…
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 go-to tool for everything from…
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 business communication, and your CRM…
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 any business. But the work…