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Introducing CloudExtend Outlook for NetSuite Autopilot 2.0 Email Automation Feature

Autopilot 1.0

Since we introduced CloudExtend Outlook for NetSuite Autopilot 1.0 feature two years ago, the response from our customers has been tremendous. In case you’re not familiar with CloudExtend Autopilot – when a user attaches a single email to one or more NetSuite records, all subsequent replies in that same email thread will automatically sync to those NetSuite records even while the user is not in Outlook and no matter what device they receive them on.

Autopilot 1.0 is an incredible time-saver, however it is thread-based. For example, if someone emails you again in a different thread, you would need to repeat the process in each thread in order to keep track of the communications.

We Listened – Introducing Autopilot 2.0

At CloudExtend, we are continuously striving to improve, which means listening to our customers and implementing feedback. The need for automation, particularly within email productivity apps, is the #1 request on our product board. Everyone wants to do more in less time, and we’ve built a robust product roadmap to address automation.

Introducing Autopilot 2.0! In addition to all the capabilities of 1.0, the feature can now be contact-based. Instead of tracking an email thread, you can now put the sender or recipient email address on Autopilot. Here is how it works:

  • When you receive an email, you will now be able to monitor all future communications to or from a specific email address and have that email attached to just the right record type in NetSuite with zero clicks.
  • For example, [email protected] sends an email. You can have every single email that arrives into the inbox from [email protected] go to a record in NetSuite. Set it once and forget it. That’s it!
  • Visual cues enable users to see right away if the email is on Autopilot, thus saving valuable time, eliminating redundant clicks, and ensuring that everyone in the organization has access to this communication in NetSuite.

Increased Adoption of NetSuite and CloudExtend

With Autopilot 2.0, the full transparency of seeing relevant emails in NetSuite increases its reliability as the single source of truth for information. It also helps eliminate communication silos, and will encourage team members to adopt the NetSuite CRM.

Lights Years Above the Competition

CloudExtend gives users the ability to decide what records they want their emails saved to. This is important because users might want to save emails to sales orders, opportunities, or contacts, just to name a few. This incredible flexibility will remain in the hands of the end user where it belongs. Typically, if there are any errors such as contacts not found or duplicates, users would have to rely on a NetSuite admin to fix the issue.

Competing solutions require that users blind copy (bcc) a custom email address that attaches to contacts only with little assurance that it will attach to the proper record in NetSuite. Another differentiator for CloudExtend is that it operates even when the user is not in Outlook and does not require that a user open an email again every time they wish to sync it (even if it was previously on auto-sync).

The Bottom Line

CloudExtend Outlook for NetSuite just got even better. Our goal at CloudExtend is to continuously deliver groundbreaking new features to customers that add significant value to their investment.

Autopilot 2.0 is the next step in our automation evolution to help customers get a 360-degree view of important prospect and customer communications in NetSuite. Every team and department within the organization will benefit from Autopilot 2.0. Try it for free today.

Watch Autopilot v2.0 demo in the on-demand webinar.