Accurate, comprehensive data is critical for marketers in order to understand who to target, when, and how. Not to mention that consolidating and analyzing the right data can help teams make better decisions, and make them more quickly. Enter CloudExtend. Whether it’s updating contact records in your CRM based on replies to email campaigns, combining analysis data from top platforms for a holistic view of performance, or centralizing access to related documents, CloudExtend email, Excel, and document management integrations have you covered.
Maintain Focus
Users can automatically add emails and files to NetSuite, managing the CRM from their inbox without having to switch applications. Or send emails via Outlook in NetSuite to auto-sync replies.
Connect with the Right People
Add and update contact records from NetSuite CRM directly from your email inbox.
Validate Data
Keep data accurate by validating NetSuite records to prevent creating duplicates.
Real-Time Accuracy
Real-time Excel-based access to reporting data that can be refreshed on-demand or on a schedule to provide more accurate pipeline reporting and forecasting.
Bring Your Data to Life
Create board-ready dashboards, reports, and visualizations by connecting popular applications, such as Stripe, Chargebee, Google Ad Platform, Analytics, and most social media channels to Excel and Power BI, to share metrics or embed any report in live interactive PowerPoint presentations.
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.
Address Security Requirements
By respecting existing user permissions, SOC1 and SOC2, GDPR, and more.
Latest News and Resources
Thousands of World-Class Organizations Rely on CloudExtend
