A Better Way to Work with HubSpot Data in Excel
HubSpot UNBOUND is coming to Boston September 16–18, bringing together marketing, sales, service, and operations leaders to explore what's next…
How to Update Salesforce from Excel: Faster Pipeline Management without CSVs
Sales teams live in Salesforce, but everyday sales work rarely stays there. Before forecast calls or pipeline reviews, sales reps…
Unlocking NetSuite Employee Access Insights: Why Login Activity is a Critical Metric
When it comes to NetSuite, most organizations focus on what users are doing in the system—transactions, reporting, workflows, and financial…
NetSuite Custom Fields: What They Are, Why They Matter, and How to Audit Them with SuiteQL
If you’ve spent any time in NetSuite, you already know one thing: Out of the box is rarely enough. That’s…
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…
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 entirety…
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 for…
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 vast…
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. So…
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…
How to Use Excel for Consolidated Financial Reporting
Last year in the US alone, there were 13,697 mergers and acquisitions deals. That’s a lot of business worth a…