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…
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…
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…
Is Your CRM Enough? Using Data to Become Customer Obsessed
By now, your organization is good at gathering data. How could you not be in 2025? Every touchpoint you…
Turn Your Self-Generated CRM Data into A Secret Weapon
Here’s a question for you: Why should you care about your CRM data? At first glance, that may seem…
Six Steps to Building A CRM Strategy—And What Can Make It Stronger
For so long, customer relationship management (CRM) systems functioned as the digital Rolodex, doing little more than just managing…
Is AI the Future of Sales Data Analysis?
If you’re like most, your organization generates a nearly overwhelming volume of data in the day-to-day course of doing…
Transform Your Time Management with Calendar Analytics in Excel
Ever feel like you’ve spent your entire week in meetings? Who hasn’t had that feeling at least a few…
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…
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,”…