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 been ranked as IDC’s number…
The Great Migration: How to Master Data Migration with ExtendInsights
Whether implementing NetSuite for the first time, upgrading from a legacy ERP, or consolidating data from multiple systems, your…
Building Effective CRM User Training
We don’t have to tell you that your CRM software is a mission-critical solution for your sales team. But…
Excel Encryption: When, How, and What Else You Can Do
When we think of data breaches and data security, the first words that come to mind probably aren’t “Excel…
What You Need to Know about Data Privacy and CRM
When fully adopted and running at its best, your CRM will be chock full of customer data. Everything from…
Challenging Cognitive Biases in Financial Reporting
Cognitive biases are found in many businesses. Probably the most extreme example in recent history is the Enron case…
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 US earnings calls more than…
Why Finance Teams Are Replacing ODBC for Smarter Reporting
ODBC connectors were once the go-to method for pulling NetSuite data into Excel. But today’s finance teams need more…
Don’t Get Spoiled by Data Decay
If you’ve ever found a suspicious container of fuzzy green something in the back of your fridge, you’ve experienced…
Easy Ways to Prevent Duplicate Data in Your CRM
Have you ever entered information into a record on your CRM only to not be able to find it…
Your Guide to Managing Tariffs in NetSuite
Tariffs have become a charged political talking point, functioning as a central piece to the U.S. trade policy in…
Why Email, Calendar, and File Integration Is Essential for NetSuite CRM
We all know that email is where most of our work starts: conversations, deals, follow-ups, and project updates. But…