We all know that email is where most of our work starts: conversations, deals, follow-ups, and project updates. But when that info lives only in your inbox, it’s disconnected from the rest of your business systems.

By integrating email with NetSuite, you’re not just saving clicks; you’re unlocking a whole new level of visibility, collaboration, and efficiency.

Let’s dive into some of the key perks and what they mean for your team.

Achieving the 360° Customer View in NetSuite

Connecting your inbox and calendar to NetSuite CRM solves the critical problem of fragmented data and limited visibility.

• Centralized Data and Visibility: When your emails and events are synced to NetSuite, you unlock a 360° customer view. Everyone—from sales to support—can see the full context of a relationship, including the last email sent, upcoming meetings, or shared files, all in one place.
• Faster Onboarding: This kind of visibility is especially powerful for ramping new team members, who can quickly get up to speed just by reviewing the record history.
• Improved Accountability: It reduces the risk of dropped communication or missed follow-ups, which strengthens internal accountability.

 

How Integration Drives Customer Relationships

Logging communication and events directly to NetSuite transforms how your team interacts with customers, building loyalty and trust.

• Seamless Customer Experience: Your team can engage with customers with full context. This means no awkward, “Can you forward me that email?” moments, as every team member is aligned and able to carry the conversation forward.
• Consistent Messaging: You’re not duplicating outreach or missing key details because someone else already followed up. This ensures a smoother, more professional experience, which is foundational to building customer trust.

Boosting Productivity and Eliminating Information Silos

NetSuite CRM synchronization directly attacks the inefficiency of constantly switching between systems.

• Enhanced Efficiency: Productivity takes a hit when you’re constantly digging through your inbox. Solutions like ExtendSync let your team work where they’re already comfortable—right from Outlook or Gmail—while still capturing key communication and syncing it to NetSuite in the background.
• Meeting Users Where They Are: You can work right from Outlook or Gmail, stay organized without the effort, and avoid the back-and-forth of tracking down communication history.
• Alignment Across Departments: When emails, meetings, and files are visible in one shared system, you eliminate information silos. That transparency enables informed decision-making, as teams can see exactly what’s happening in real time.

ExtendSync: The Seamless NetSuite Integration Solution

ExtendSync is a powerful productivity tool built to seamlessly integrate Microsoft Outlook, Gmail, and NetSuite. It bridges the gap between email communications and customer relationship management.

Key ExtendSync Features for NetSuite Synchronization:

• ✉️ Email Integration (360°): ExtendSync lives right inside Outlook or Gmail, automatically searching NetSuite for matching records. With a few clicks, you can associate the message with the right lead, contact, or opportunity.
• 🚀 Autopilot Sync: The Autopilot feature is key for setting up email thread synchronization. You can put entire threads or specific email addresses on Autopilot, allowing ExtendSync to continuously sync matching emails to NetSuite, including all future replies.
• 📅 Calendar Integration: ExtendSync keeps your schedule in sync by connecting your email calendar with NetSuite. Events are automatically logged to the appropriate records, giving your team full visibility into customer engagement.
• 🧾 Create/Edit NetSuite Records from Your Inbox: Go beyond just syncing. ExtendSync lets you create and edit NetSuite records like contacts and opportunities directly from your inbox, reducing manual data entry.
• 📂 Smarter File Management: Avoid ballooning NetSuite storage costs by using ExtendSync to link files and folders from OneDrive, SharePoint, or Google Drive directly to NetSuite records.

You’re investing in NetSuite to be your central source of truth. ExtendSync makes NetSuite more than just a system; it becomes the hub for all your critical business interactions by ensuring your conversations are always connected.

The Bottom Line

If your team communicates with customers, vendors, or internal stakeholders via email (which of course they do!), ExtendSync helps keep those conversations connected to NetSuite, improving visibility, reducing silos, and saving time across the board.

But don’t just take our word for it. Try it yourself FREE for two weeks. Get started here.