Why You’re Losing Deals without an Email to CRM Sync
The salesperson's job is to sell. That means building relationships, solving problems, and moving opportunities forward. It is not,…
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…
Moving Beyond VLOOKUP and XLOOKUP: Power Query and the Future of Excel Data Automation
If you’ve spent years mastering VLOOKUP and XLOOKUP, you’re not alone. These functions have been a cornerstone of Excel…
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…
Excel’s New =COPILOT() Function: AI-Powered Formulas That Think Like You
The world of Excel just changed forever (again). Microsoft has released the new =COPILOT() function, a breakthrough that lets…
The Power of Context: Why Attaching Full Email Threads to NetSuite CRM Records Matters
In today's fast-paced business environment, customer relationships are everything. Every interaction, every question, every decision contributes to the bigger…
Document Management and NetSuite Storage Limits Solved: Introducing ExtendDocs
Congrats, you’ve already got your team up and running smoothly on NetSuite CRM and storing files like pros. The…
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…
Mastering the SUM Function in Excel: From Basics to Business Insights
One of the first math functions we all learned in school was simple addition: Two plus two equals four…
How to Create NetSuite Opportunity Records from an Email (Yes, Email!)
The Problem of Disconnected Sales Data A salesperson's inbox is a goldmine of new opportunities. In fact, a recent…