Preparing NetSuite Budgets and Forecasts in Excel
Budgeting is how businesses plan, allocate and disburse the balance of their income and expenses. A budget often includes estimated…
3 Ways to Automate your NetSuite Sales Order Process by Integrating with Excel
When it comes to working with quotes, sales orders, or opportunities, smart organizations know that the key to growth lies…
How ExtendSync Helped Our Sales Executive Save Time on Paternity Leave
This post is based on real life events here at CloudExtend. Balancing work and family responsibilities is no easy task.…
4 Steps to Prepare Your Team for NetSuite and Outlook Email Integration
Sometimes your day can feel like information overload. Emails pile up, calendar invites need to be accepted or created, documents…
How to Create Sales Quotes in Excel from NetSuite Data
As a leading ERP and CRM platform, NetSuite offers users the ability to create new sales quotes right within the…
How to Create More Accurate Sales Dashboards with NetSuite Data in Excel or Power BI
CloudExtend Excel Apps: 5 Sales and Marketing Use Cases
CloudExtend's Excel application, ExtendInsights, is often compared to a Swiss Army Knife due to the vast number of use cases…
NetSuite Users: Build Powerful Dashboards with Your Data in Excel and Power BI
Maximize Business Values with ExtendInsights For over 30 years, Microsoft Excel has been the tool of choice for statisticians worldwide,…
How an Account Exec Helped Drive a Killer New CloudExtend Feature
I have been working here on the CloudExtend team for almost four years. I started in Customer Success but quickly…
Connected Email: Move Away from Inbox Overload
Inbox Overload Kills Productivity Most business users, if asked to define information overload, could just point to their inbox. The…
COVID-19: Business Impacts for Account Executives
I’m an Account Executive for the CloudExtend brand at Celigo. We build applications for end-users that connect their ERP and CRM systems to productivity applications, such…
Forecasting Sales in Excel
Wouldn’t it be helpful to know what your sales figures will be a year from now? Most businesses understand that…