The Leading Microsoft 365, Google Workspace, Excel, and NetSuite Integration Tool for Sales Teams
A typical sales cycle starts with prospecting leads, initial contact, followed by qualification, presenting an offer, addressing objections, closing the deal, and fielding referral requests. With all of the steps involved, getting information to NetSuite for visibility across the organization is critical. Streamlining creating quotes as well as reporting on NetSuite sales data is equally as important. But, multiple pain points for organizations, such as getting important information into NetSuite, manual processes for creating and editing quotes, accessibility of sales data for pipeline tracking, and having good visibility into reporting, make this a challenge.
What CloudExtend Does for You
- Automates adding email communication and files to NetSuite, removing communication silos and providing valuable business insights faster
- Maintain focus by managing NetSuite from your inbox without having to switch between applications
- Streamlines quote creation via Excel-based integration to NetSuite
- Speed up opportunity management in Excel to provide accurate forecasting
- Provides more accurate pipeline reporting/forecasting by providing real-time access to NetSuite data
- Creating online sales dashboards (such as sales attainment by rep, by product, by quarter, vs last year)
- Reduce IT involvement by giving users the power to manage NetSuite data directly in Excel bypassing CSV imports and exports
NetSuite should be the central source of truth and information. As month and quarter-end approaches, CloudExtend offers sales teams a solution to help them face multiple challenges, including ensuring email communication and files shared with prospective customers get attached to records in the NetSuite CRM. CloudExtend also provides a solution for accurate quoting, forecasting, and reporting helping sales teams gain visibility into whether they are making their numbers.
Thousands of World Class Organizations Rely on CloudExtend
Pricing
CloudExtend Excel Apps
Starting at $100 per month
Features:
- Create, Read, Update, Delete NetSuite Records from Excel
- Burst Mode Upload for uploading large quantities of data
- Cloud Storage for Templates
- Support for NetSuite Saved Searches and Celigo Import Filter
- Compatible with Excel 2016 and Higher
CloudExtend Email & Excel Apps
Starting at $110 per month
Features:
- All features from CloudExtend Email Apps
- All features from CloudExtend Excel Apps
- Supports Token Based Authentication (TBA) and Single Sign-On (SSO)
- Email, Chat & Phone Support Options
- Enterprise billing (no credit card required)
- Works with Mac or Windows
- Works with Sandbox Accounts and OneWorld Subsidiaries
- Licenses can be transferred amongst users
- Admin portal for license management
