CloudExtend

CRM automation isn't new. Neither is the frustration of discovering that important customer emails were never logged, meetings aren't reflected in the CRM, or account history depends on what individual employees remembered to enter. So why are businesses

For organizations running NetSuite, connecting Outlook and CRM can solve a deceptively expensive problem: Important customer conversations happen in email, while the customer record lives somewhere else. Both CloudExtend ExtendSync and Netgain SuperSync a

AI is quickly changing what sales teams expect from their CRM. Microsoft's Sales agent can enrich Outlook email summaries with information from CRM contacts, accounts, and opportunities. And its customer communication experience can bring together emails

HubSpot UNBOUND is coming to Boston September 16-18, bringing together marketing, sales, service, and operations leaders to explore what's next for modern growth. Formerly known as INBOUND, this year's event reflects just how much the go-to-market landsca

Sales teams live in Salesforce, but everyday sales work rarely stays there. Before forecast calls or pipeline reviews, sales reps and Ops teams export opportunity data to Excel, make changes to closing dates, fix stages, adjust amounts, and hope nothing b

If your finance team lives in Excel but your financial data lives in NetSuite, you've probably looked at tools designed to bring the two together. When evaluating ExtendInsights vs. Solution 7, many finance teams quickly discover that both products bring

Marketing has never had more data at its fingertips. Every website visit, form submission, campaign interaction, contact record, and opportunity tells part of the customer story. The challenge isn't collecting that data-it's turning it into insights that

Every major technology shift sparks the same conversation. When cloud ERP emerged, people wondered whether spreadsheets would finally disappear. When business intelligence platforms became mainstream, many predicted the end of manual reporting. Now, with

Artificial intelligence has become remarkably good at generating content. It can write proposals, summarize meetings, draft emails, build presentations, and even create spreadsheets from a simple prompt. Naturally, finance teams have begun asking whether

If you've ever asked your sales team, customer success managers, or project leads to remember to save every customer email to NetSuite for better email tracking, you've probably heard some version of the same response: "I'll get to it later." Sometimes th