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,”…
It Pays to Integrate Stripe and Excel
Recent estimates project that global ecommerce sales will hit $58.74 trillion by 2028. And currently, 70% of ecommerce sales…
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…
Why You Want Chargebee and Excel Integration
With the rise of software as a service (SaaS) and other subscription model products and services, businesses are increasingly…
Streamline HubSpot Reporting with Excel Integration
HubSpot is already a useful, comprehensive tool for marketers. Not to mention, it comes stocked with built-in reporting tools…