ExtendDocs vs. NetSuite File Cabinet: Which Document Management Strategy Best Fits Your Team?
Document storage and collaboration in NetSuite can be deceptively complex. On the surface, teams simply need a place to store…
ExtendSync vs. Free NetSuite Email Connectors: What You’re Really Paying For (And Why It Matters)
Automatically syncing Outlook emails to NetSuite ensures financial records stay complete, auditable, and accurate without manual copy/paste or delayed follow-ups…
The Complete Guide to Bi-Directional Calendar Sync
Most professionals rely on their calendars to run their day. In fact, studies consistently show that the vast majority of…
Building Trust One Email at a Time: Why Sending from a Real Address Matters
In a world filled with automation, notifications, and system-generated alerts, one thing hasn’t changed: people trust people. Not systems…
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,…
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…
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…
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…
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…
Easy Ways to Prevent Duplicate Data in Your CRM
Have you ever entered information into a record on your CRM only to not be able to find it…
The Best Way to Email from NetSuite: CloudExtend’s New “Send from Outlook” Feature
NetSuite users have long struggled with the limitations of sending emails directly from the platform. Emails don’t appear in…
Why Email, Calendar, and File Integration Is Essential for NetSuite CRM
We all know that email is where most of our work starts: conversations, deals, follow-ups, and project updates. But…