When it comes to email, we all have our different ways of managing our inboxes, especially when its our work inbox. Some people need to clear out every unread email before they sign off for the day. Others embrace the chaos and just leave everything in an inbox, relying on memory and CTRL+F to find what they need. Somewhere in the middle are the colleagues who leave some messages unread so they remember to deal with them, while relentlessly filing older emails away “just in case.”
No matter how you manage your inbox, however, the messages you receive are still siloed only for your eyes, and when you’re working with a team on a sale or a customer service issue, that can make it pretty difficult to keep everyone in the loop when the information only lives in your inbox.
CRMs like NetSuite solve this by letting you attach emails to various records so that anyone involved in that account can easily access the communications they need. But even that’s not a completely fool-proof approach, as manually attaching takes time and there are so many other things that you need to do in a day. Attaching emails can get pushed to the bottom and forgotten—until, of course, a colleague needs that critical bit of info from that one email and then you go into full panic mode trying to find it.
Yeah, we hate that too. Which is why the team at CloudExtend built email integration that will automatically attach emails to NetSuite records, lets you create and update contact records right from your inbox, and syncs calendar events across both apps no matter where you create or update the event. It’s all designed to solve your biggest communication silos. Here’s how three different orgs with three different use cases are solving efficiency and communication issues with ExtendSync email integration.
Efficiency Boost #1: Complete Transparency
Full-service structural engineering and inspection company MUEngineers works on everything from high-rise condos to office towers, car dealerships to high-end residential projects. While the project list at MUEngineers is substantial, they are a small team of about 15 employees. Each team member wears multiple hats, including founder and CEO Marcus Unterweger. This means that every employee needs complete transparency into what’s going on in every project and account, and that efficiency is a prized commodity when looking at processes within the organization.
MUEngineers began using NetSuite but quickly realized that each user had their own processes for tracking correspondence, most of which included manually copying and pasting email records into project folders on servers or setting rules in Outlook. All of which precluded other colleagues from having visibility. “ExtendSync helped us streamline our communications better,” Marcus said, “making sure that certain emails get filed automatically to the project records within NetSuite. So there is now one place—the NetSuite project record—where all critical project, client, and vendor correspondence is directly linked. I wouldn’t want to go back to how we did it before.”
Efficiency Boost #2: No More Trips to A Filing Cabinet
Noon International has actively traded in food products worldwide for more than forty years, both buying and selling to facilitate trading in the healthy, safe food business. But for many years, the organization functioned with a highly manual process, actually printing everything on paper and storing it in a filing cabinet.
It wasn’t until 2017 that CIO Michael Yasutake was finally able to move the business into NetSuite and digitize the filing cabinet. ExtendSync Google Workspace for NetSuite proved invaluable to updating Noon International’s processes. ExtendSync’s automatic email sync capabilities have saved the team close to 100 hours a year for the past seven years. “I could almost quantify print time and walking to the filing cabinet and looking for things,” Michael remarked. “After all these years, ExtendSync has saved us close to 700 hours in total.”
Efficiency Boost #3: Set It and Forget It
Capitol Scientific has remained the premier supplier of scientific and laboratory products to thousands of companies throughout the United States for more than 60 years. The supplier represents 350 manufacturers and 1M+ laboratory supplies and specialty chemicals for industrial, pharma, biotech, semiconductor, aerospace, manufacturing, academic, life sciences, environmental, tech, and government labs. When working across so many customer and product lines, synchronization and transparency across the company are a must. Unfortunately, a lack of transparency within the CRM system created pain points for efficiency.
Several years after implementing NetSuite, the team found ExtendSync. The ability to not only sync calendar events but also email—and to set it to run automatically—was exactly what they’d been looking for. The biggest takeaway from implementing ExtendSync email integration has been the ability for the team to “set it and forget it.” The team appreciates that once a sync is set with Autopilot, there’s no need to worry about future communication tracking. Autopilot synchronization saves users 30 minutes to an hour every day, and the ability to operate out of email and not toggle between email and NetSuite has improved focus and productivity.
Boost Your Efficiency Now
Nearly half of sales and customer success reps admit to storing contact information and communications in their inboxes instead of their CRM solution. If you’re trying to rewire habits and make life easier for your team and your business, then it’s time to experience the same perks that the above three organizations did—and see what other ways email and calendar integration can positively impact you.
Start supercharging your efficiency today with a free two-week, obligation-free trial of ExtendSync.