Six Steps to Building A CRM Strategy—And What Can Make It Stronger
For so long, customer relationship management (CRM) systems functioned as the digital Rolodex, doing little more than just managing…
Overcoming Data Visualization Challenges
Data visualization. It’s more than just making your reports look nicer with color-coded graphs and charts. It’s actually about…
Is AI the Future of Sales Data Analysis?
If you’re like most, your organization generates a nearly overwhelming volume of data in the day-to-day course of doing…
Data Validation: When to Use It, When to Nix It, and What to Try Instead
According to a recent study, 94% of spreadsheets that are used for decision-making in businesses have errors in them.…
How Accounting Automation Can Pay Off in 2025
The year is 2025, and any manual, labor-intensive processes that can be automated and aren’t yet are simply .…
Advanced Techniques and Tips for NetSuite Saved Searches
Last month, we gave you a complete introduction to NetSuite saved searches, one of the most valuable tools available…
Transform Your Time Management with Calendar Analytics in Excel
Ever feel like you’ve spent your entire week in meetings? Who hasn’t had that feeling at least a few…
Use Excel (Yes, Excel!) for All Your ETL Needs
There’s no denying that the way we work with data has changed dramatically since Microsoft introduced Excel in 1987.…
A Complete Introduction to NetSuite Saved Searches
One of the most valuable tools in NetSuite—and NetSuite already comes packed with a lot of helpful functions, so…
Chargebee vs. Stripe: Which One Is Right for You?
It might be true that nothing happens until a sale is made, but once that sale is made, everything…
ERP Challenges: Real Life Horror Stories
It’s Halloween and few things are scarier than . . . ERP challenges! (You thought we’d say ghosts or…
Spreadsheets Run the World
Admit it: You love a good spreadsheet. No judgment here, we do, too. There’s just so much they can…