Six Steps to Building A CRM Strategy—And What Can Make It Stronger
For years, customer relationship management (CRM) systems served primarily as digital Rolodexes—simple tools for storing names and contact information. Today,…
Overcoming Data Visualization Challenges
Why Data Visualization Matters for Modern Businesses Data visualization is far more than making reports look polished with charts and…
Is AI the Future of Sales Data Analysis?
If you’re like most, your organization generates a nearly overwhelming volume of data in the day-to-day course of doing…
Data Validation: When to Use It, When to Nix It, and What to Try Instead
According to a recent study, 94% of spreadsheets that are used for decision-making in businesses have errors in them…
How Generative AI is Revolutionizing Accounting Departments
Generative AI (Gen AI) is everywhere, reshaping industries and daily tasks—and accounting is no exception. Still, uncertainty remains for…
How Accounting Automation Can Pay Off in 2025
The year is 2025, and any manual, labor-intensive processes that can be automated and aren’t yet are simply …
Advanced Techniques and Tips for NetSuite Saved Searches
Last month, we gave you a complete introduction to NetSuite saved searches, one of the most valuable tools available…
Transform Your Time Management with Calendar Analytics in Excel
Ever feel like you’ve spent your entire week in meetings? Who hasn’t had that feeling at least a few…
Use Excel (Yes, Excel!) for All Your ETL Needs
There’s no denying that the way we work with data has changed dramatically since Microsoft introduced Excel in 1987…
A Complete Introduction to NetSuite Saved Searches
One of the most valuable tools in NetSuite—and NetSuite already comes packed with a lot of helpful functions, so…
How to Master Holiday Inventory Management with Excel and Power BI
The holiday season is retail’s biggest event, bringing both incredible opportunities and challenges. The National Retail Federation predicts that…
How to Use Excel for Sales Analysis
Sales reports are a staple in the business diet. Done right, you have access to insight on team performance…