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, or pull vital numbers easily into Excel for clear visibility on progress.
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 your data directly in Excel, bypassing CSV exports.
* other CRM sources coming soon
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