How to Reduce Risk While Expanding Integrations
Let’s be honest: when someone says, “We want to add another integration,” most IT leaders don’t feel excitement. They feel…
ExtendInsights vs. ODBC: Why Connecting Excel to NetSuite Doesn’t Have to Feel Like 1998
If you’ve ever set up an ODBC connection between Excel and NetSuite, you probably remember the moment. It starts optimistically…
The “Human First” Approach to Adopting New Technology
Despite some headlines predicting the doomsday of the ERP system, the ERP market continues to expand. It’s grown 8% since…
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…
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…
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…
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…
The No-Code Reporting Revolution: Simplifying NetSuite Reporting
For years, NetSuite users seeking in-depth reports and dashboards have faced a common challenge: complex coding. Whether it’s SuiteScript, SQL,…
Six Steps to Building A CRM Strategy—And What Can Make It Stronger
For years, customer relationship management (CRM) systems served primarily as digital Rolodexes—simple tools for storing names and contact information. Today,…
How to Use Excel for Sales Analysis
Sales reports are a staple in the business diet. Done right, you have access to insight on team performance and…
How to Integrate Microsoft Excel and Stripe
Stripe is a leading platform for accepting payments online and in-person, embedding financial services, powering custom revenue models, and building…
The Top Skills Your ERP Consultant Should Have
Running a business is complicated enough. That’s why solutions like enterprise resource planning (ERP) software were created. But it turns…