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 needs…
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…
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…
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…
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…
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 the…
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 when…
Turn Your Self-Generated CRM Data into A Secret Weapon
Why Your CRM Data Matters More Than You Think Here’s a question for you: Why should you care about your…
3 Ways to Boost Inbox Efficiency with Email Integration
Why Email Integration Matters for Inbox Management and Team Productivity Everyone manages their inbox differently. Some people must end each…
The Gift of Customer Service: How to Keep Customers Happy During the Holiday Season
It might be the most wonderful time of the year according to all the songs you’re streaming on your music…
How To Keep CRM Data Clean
It’s 2024. You know by now that storing information in your customer relationship management (CRM) tool is the smart way…
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…