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Why You Need Email Integration for Your NetSuite CRM

In today’s fast-paced digital landscape, efficient communication and seamless collaboration are paramount for businesses to thrive. If your business has invested in NetSuite to create visibility across all internal teams, handle process automation, and ultimately be the single source of truth, that’s a critical step. In many cases, even once that investment has been made, not all important communication makes it into the database, creating a need for email integration with NetSuite. 

Part of the job of a customer relationship management (CRM) platform is to track back-and-forth communications such as email and phone calls. Clicking back and forth between NetSuite CRM and your email inbox takes time, which is why NetSuite allows integration between its platform and email. 

Why Does Email Integration Matter

Integrating between NetSuite and email lets teams consolidate information into a single screen—no more toggling between inbox and CRM. But that’s not the only benefit. 

  1. Improved oversight on email ROI and the customer journey: Email can have a big impact on the overall sales process. Without connecting email and NetSuite, you might not have insight into how a specific email impacted your sales cycle. You’ve spent time writing and sending emails. Now make sure you can see how emails convert sales. 
  2. Connect emails automatically: When customer data is in the CRM, but composing an email takes place in Outlook or Gmail, you’re adding precious minutes to the process to attach a sent email to a NetSuite record for tracking. Integration can ensure that emails are easily connected directly from the inbox, making it easier to complete that crucial step. 

That’s why we developed CloudExtend Outlook and CloudExtend Gmail, powerful tools that are transforming the way organizations manage emails, appointments, and tasks. Let’s take a look at how CloudExtend works and explore the wide array of benefits it offers to customers.

Understanding CloudExtend Email Integration

CloudExtend is a productivity-enhancing solution designed to integrate seamlessly with Microsoft Outlook, Gmail, and NetSuite. Its core purpose is to bridge the gap between email communication and customer relationship management, simplifying the workflow for sales and customer support teams.

The beauty of CloudExtend lies in its ability to centralize data and streamline processes, enabling users to work more efficiently without switching between applications. Here’s how it works:

  1. Email Integration: CloudExtend integrates directly into Microsoft Outlook or Gmail, transforming your inbox into a hub for customer interactions. When you receive an email, CloudExtend searches NetSuite for matching records based on the sender or recipient email address. You can then easily associate it with the corresponding CRM records, such as leads, contacts, or opportunities. This ensures that important communication is never lost or buried in your inbox. 
  2. Enhanced Synchronization: CloudExtend’s Autopilot feature enables users to put an email thread or individual email address on Autopilot. The tool syncs seamlessly with NetSuite to add matching emails directly to the CRM. NetSuite data can be messy, but with CloudExtend you always determine the record to attach to the first time so you know all subsequent attachments will be on the right record. 
  3. Calendar and Task Management: With CloudExtend, you can effortlessly sync your CRM calendar and tasks with your NetSuite calendar and tasks. This enables you to stay organized and ensures that you never miss an important meeting or task. 
  4. Document Management: Significantly cut down on NetSuite storage costs by instead leveraging Microsoft OneDrive and Sharepoint along with Google Drive links within CloudExtend to associate files and folders with NetSuite records.

How Email Integration with NetSuite Benefits You

Above, we shared some basics on why integration between email and NetSuite is important. Now that you know some specifics on how CloudExtend operates, here’s how it can directly impact your NetSuite experience.

  1. Enhanced Productivity and Efficiency
    One of the most significant advantages of using CloudExtend’s email integration with NetSuite is the boost in productivity it provides. By eliminating the need to switch between applications and manually update information, users can focus more on their core tasks and spend less time on administrative work. This streamlined workflow translates to more meaningful interactions with customers and faster response times.
  1. Improved Data Accuracy
    Maintaining accurate and up-to-date customer data is essential for effective decision-making. CloudExtend ensures that information is consistently updated between Outlook, Gmail,  and NetSuite, minimizing the risk of outdated or duplicate data. Add or edit contacts directly from your inbox without having to open NetSuite. This accuracy leads to better insights and more informed business strategies.
  1. Simplified Collaboration
    Effective collaboration within teams is vital for successful customer interactions. CloudExtend facilitates seamless communication between team members by centralizing email conversations and related CRM data. This not only improves internal communication, but also allows teams to work together more effectively when interacting with clients.
  1. Better Customer Insights
    Having a comprehensive view of customer interactions is invaluable for building stronger relationships. CloudExtend aggregates email history, appointments, and tasks associated with each CRM record. This holistic view provides a deeper understanding of customer preferences, needs, and pain points, enabling more personalized and effective communication.
  1. Time Savings
    Time is a precious resource, and CloudExtend helps customers make the most of it. By automating data synchronization, eliminating manual copy/paste, and staying in your inbox rather than task switching, users can complete tasks more efficiently.
  1. Enhanced Customer Experience
    A positive customer experience is at the core of business success. With CloudExtend, representatives can provide timely and relevant responses to customer inquiries. The ability to access CRM information right from their email client empowers them to tailor their interactions, resulting in improved customer satisfaction.
  1. Scalability and Adaptability
    Whether you’re a small startup or a large enterprise, CloudExtend Outlook and Gmail email integrations offer scalability to suit your needs. As your business grows, the tool grows with you, accommodating increased data and user requirements. Furthermore, it adapts to your existing workflows, ensuring minimal disruption during implementation.

Revolutionize Your Inbox Now with CloudExtend

CloudExtend is revolutionizing the way businesses manage their email communications and CRM processes. By seamlessly integrating with Microsoft Outlook, Gmail, and NetSuite, it empowers users with enhanced productivity, accuracy, collaboration, and customer insights. The benefits of using CloudExtend extend beyond individual productivity to drive better customer experiences and overall business success. As the business landscape continues to evolve, tools like CloudExtend play a pivotal role in helping organizations stay competitive and efficient. Embrace the power of CloudExtend and unlock the true potential of your customer interactions.