Good customer service starts with having a clear understanding of the customer and their experience. And a clear understanding demands a single source of truth that keeps the entire team informed on what’s going on with every customer they may interact with. CloudExtend email and Excel integration applications take the manual work out of maintaining that single source of truth for the whole organization. Automatically update contact records and attach emails, or pull vital numbers easily into Excel for clear visibility on churn and progress. Document management solutions let you save important files of any type up to 250GB to NetSuite records, supporting case work for the entire duration of the ticket.
Maintain Focus
Automate adding emails and files to NetSuite, managing the CRM from your inbox without having to switch applications. Or send emails via Outlook in NetSuite to auto-sync replies.
Improve Collaboration
Attach events, emails, and files to records for the entire group to reference based on established NetSuite permissions.
Validate Data
Keep data accurate by validating NetSuite records to prevent creating duplicates.
Real-Time Accuracy
Real-time Excel-based access to data from NetSuite and other sources that can be refreshed on-demand or on a schedule provides more accurate churn reporting.
Bring Your Data to Life
Create board-ready dashboards, reports, and visualizations by connecting NetSuite, Salesforce, Chargebee, or Stripe data to Excel and Power BI, then embed any report in live interactive PowerPoint presentations.
Empower Your Team
Reduce IT involvement by giving users the power to manage data, files, and customer information in the apps they use most: Excel, SharePoint / OneDrive, and inboxes.
Store Files, Save Space
Connect SharePoint and OneDrive to NetSuite to share and store a virtually unlimited volume of documents within NetSuite records without using File Cabinet space.
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