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…
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…
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…
ERP Challenges: Real Life Horror Stories
It’s Halloween and few things are scarier than . . . ERP challenges! (You thought we’d say ghosts or witches…
Choosing Between NetSuite and Salesforce? Read This
It’s no secret that successful businesses rely on Customer Relationship Management (CRM) tools to improve their customer interactions and drive…
The Future of Spreadsheets: Tips for Moving from Chaotic to Connected
Headlines about the future of spreadsheets get written almost daily. “Say Goodbye to Spreadsheets,” “The Spreadsheet Era is Over,” “Goodbye…
The Power Duo of Salesforce and Excel Integration
When we say that Salesforce is a favorite as a CRM tool, we’re not kidding: It’s used by more than…
Boost Your Document Management in NetSuite (While Saving Money, Too!)
Document management is just as crucial a part of managing your business as data management is. What documents you store—or…
CloudExtend Tips and Tricks: Volume 2
Our team has compiled tips and tricks based on a number of factors including most asked support questions, most viewed…
CloudExtend Customer Tips and Tricks
Our team has compiled CloudExtend customer tips and tricks based on a number of factors including most asked support questions,…
Tips for Managing Opportunities in Salesforce
Successful sales reps view and manage their open opportunities in Salesforce daily (or more) and ensure that the fields important…
You’re Wasting Time Managing Your Salesforce Price Books
A web-based UI or CSV data loader is not the solution to managing your Salesforce price books and product records…