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 report…
Is Your ERP in Alignment with Your Business Goals? A Guide to Ongoing Optimization
In the fast-paced world of business, technology is often seen as a one-time solution: Select a new Enterprise Resource Planning…
The 2026 Budgeting Prep Guide
It comes around every year at the same time, and no matter what you do, it never seems to be…
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 one…
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 data…
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 just…
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 spreadsheet.”…
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 names and…
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. Beyond…
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 ever…
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 speed,…
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 decay…