Sales teams contribute heavily to creating a central source of truth and information as they enter prospect, customer, and order information. With so many irons in the fire, administrative tasks can get lost, leaving valuable information out of where it needs to be most. CloudExtend email and Excel integration applications take the manual work out of maintaining that single source of truth. Automatically update contact records and attach emails, send emails via Outlook in NetSuite, or pull vital numbers easily into Excel for clear visibility on progress. Improve document management and storage with the ability to automatically save and sync files and email attachments of any type ranging in size up to 250GB to any NetSuite record.
Maintain Focus
Automate adding emails, events, and files to NetSuite*, managing the CRM from your inbox without having to switch applications.
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.
Faster ERP Updates
Create quotes and forecasting in Excel, then push to NetSuite ERP with a single click, uploading up to 10,000 lines per transaction.
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 pipeline reporting and forecasting.
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.
* other CRM sources coming soon
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