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CloudExtend Excel Apps: 5 Sales & Marketing Use Cases

CloudExtend Excel applications are often compared to a Swiss Army Knife due to the vast number of use cases it supports for various departments.  In this article we will focus on just 5 but you can find more on our Youtube channel.

These are just five use cases out of hundreds, think of CloudExtend Excel Apps as a Swiss Army Knife. We have a use for every single department at your organization.

At CloudExtend, we support tens of thousands of end users. We regularly push updates to our apps to improve our product’s performance, and make our customers’ lives easier. In addition, we’re regularly providing use cases to our customers, who are looking for additional ways to become more automated, and reduce manual data errors.

With Cloudextend’s productivity tools, your organization can save time and resources and improve overall morale. Regularly we are coming up with use cases and ways for our customers to automate cumbersome manual activities.

Sarah Verdier, the president of Botanical Science, Inc. found a way to increase productivity by over 30%. She faced international shipping challenges and needed a way to have an easily refreshable dashboard for her NetSuite saved searches.

“CloudExtend has inspired me to explore additional ways that we can automate processes for real-time business intelligence. In a remote working environment, we’ve managed to make better informed decisions with real-time data, and have company wide visibility into customer communications that increased productivity by 30%,” according to Sarah Verdier, President, Botanical Science, Inc.

A Wyzowl research report reported, “86% of people say they’d be more likely to download an app if they could watch a short video demonstrating how it works.” I wanted to take this opportunity to share some video use cases. In addition to these recorded videos, you can request a use case training of your choice by simply contacting us. 

We’ve hired a full time training manager, who can provide training to your team, and also offers free live-training sessions weekly. Learn how to become a CloudExtend Expert by watching, How to Get the Most Out of CloudExtend Apps with Our All-Star Support Team.

Digital Transformation

According to, “Nearly half of employees will work remotely at least some of the time post-COVID-19.” This creates an entirely different business dynamic where having readily viewable dashboards and access to the right data at the right time has become critically important. Without the proverbial water cooler, employees are learning to communicate in an entirely different way. Time management has changed

Having access to dashboards and being able to edit, create and modify NetSuite records, is at the backbone of data-driven marketing. All NetSuite users benefit from CloudExtend’s top rated productivity apps: CloudExtend Excel Data Management and CloudExtend Excel Analytics.

What is Data-driven Marketing & Sales?

According to, “Data-driven marketing (and sales) is the approach of optimizing brand communications based on customer information. Data-driven marketers and sales teams use customer data to predict their needs, desires and future behaviors. Such insight helps develop personalized marketing strategies for the highest possible return on investment (ROI).”

Team members can understand the decision making process easier with near real-time dashboards. 

CloudExtend Excel productivity apps complement all NetSuite users. Our productivity apps provide a way to easily create, update and revise NetSuite records within Microsoft Excel. Microsoft Excel is a tool that most office workers and marketing employees are familiar with and can use proficiently.

CloudExtend Video Product Demos

CloudExtend Excel Data Management installs in minutes, and requires little to no training. Immediately, NetSuite users can start managing tasks, and benefiting from return on investment. 

Managing NetSuite Promo Codes 

Link Multiple NetSuite Saved Searches integrate with Power Query & Excel Power Pivot

Managing NetSuite Quotes Faster in Excel

Pivot Table Tricks to Analyze Sales by Week

Create NetSuite ash Sales in Excel

For more information around additional use cases for CloudExtend Excel productivity apps (available cross platform for Mac and Windows), please contact us at [email protected]. CloudExtend offers free weekly live training sessions, sign-up today. Sign up for a free CloudExtend Excel Data Management  or a CloudExtend Excel Analytics trial today.

CloudExtend Excel Data Management

CloudExtend Excel Data Management for NetSuite enables you to use powerful native Excel functionality to create new records and update existing NetSuite data within Excel. CloudExtend Excel Data Management for NetSuite comes with advanced features including ‘Burst Mode Upload’ to quickly update thousands of NetSuite records at once. Leverage ‘real-time picklist resolution’ to instantly validate your data in Excel.

CloudExtend installs from the Microsoft Office store in seconds. Access is secure and controlled by NetSuite permissions.

CloudExtend Excel Analytics

CloudExtend Excel Analytics for NetSuite helps business users create reports and dashboards in a streamlined and intuitive format. By combining NetSuite saved searches with the power and flexibility of Excel, the app provides near real-time visibility into valuable reporting insights. Users can even connect Power BI to Excel.

About CloudExtend

At CloudExtend our goal is to provide the most loved productivity apps. In the modern SaaS world it’s not enough to just build a great product. SaaS companies need to deliver in every area including, sales, customer success, and support. But SaaS companies also need to keep making their products better with every release. In talking with our customers (which we do a lot) we know they are looking for even more automation. No one understands how to do this more than we do.

CloudExtend is a Celigo brand. Celigo believes that by automating processes across applications, we are freeing up your time to do more in your organization. We believe that reducing manual processes empowers you to focus on growing your business.

We created a separate brand and website because selling to end users and supporting them at scale requires a different approach than selling and supporting iPaaS applications. While an iPaaS benefits an entire organization the sales and support process typically involves just a few people at a company.

We are passionate about solving integration challenges and believe that integration should be easy and simple for both technical and business users. Celigo enables breakaway growth, controlled cost management, and superior customer experiences by ensuring that every process;. At any level of the organization – can be automated in the most optimal way.

WATCH: CloudExtend Excel Analytics 101: Dashboard edition