While NetSuite has plentiful features to explore, users find that saved searches are one of the most useful tools contained within the software. These searches specify criteria and results information in NetSuite to help users search through hundreds, thousands, or even millions of records and pinpoint exactly what they need.  Saved searches are relatively easy to set up and can benefit companies in a wide variety of use cases, such as lists, dashboard elements, marketing groups, exporting data, and more. Here, we’re going to take a deeper look at NetSuite saved searches and reporting and ..read more

Every year, the speed of doing business gets faster. Technology is all about helping you do more things in less time. Integrating technology follows suit, designed to enhance productivity and streamline workflows by connecting disparate systems to achieve a goal with minimal to no manual intervention.  NetSuite integration tools, for example, offer the opportunity to eliminate redundant labor, refresh obsolete business processes, consolidate business information into a single dashboard, and offer an industry-standard (or better) customer experience. One study found that as many as 68% of ..read more

ETL—or, extract, transform, load—is a data integration process that is used to combine data from multiple sources into a single consistent data set for loading into data lakes, data warehouses, or other target systems. As databases grew in popularity in the 1970s, ETL emerged as the process for integrating and loading data, and eventually became the primary method to process data for data warehousing projects.  Today, ETL serves as the foundation for data analytics and machine learning workstreams, cleansing and organizing data to address specific business intelligence needs. ETL is also ..read more

One of the most important tools you can provide for your organization is a customer relationship management (CRM) system. When used correctly, this centralized platform helps sales teams manage customer interactions and prioritize activities to keep customers at the very center of their attention. It also allows reps to spend more time with customers and prospects, leading to more closed details—and a sales process that’s reduced by up to 14 percent!—and an increase in customer loyalty.  CRM solutions are packed with positive business possibilities: They have the potential to increase con ..read more

Running a business is complicated enough. That’s why solutions like enterprise resource planning (ERP) software were created. But it turns out that implementing an ERP can get complicated, too: There’s a lot of specific technical knowledge involved that your employees are not likely to have, especially if you’re a small to mid-size organization. That’s why many organizations—regardless of size—will choose to work with an ERP consultant to get their new solution up and running, as well as to check in on it and tune things up from time to time as updates and even upgrades are released.  If ..read more

In the digital era, businesses thrive on their ability to understand and cater to their customers’ needs effectively. This understanding is made possible through efficient data management, a crucial need for organizations aiming to collect, store, and utilize customer data to drive success.  Picture a scenario where every interaction, every purchase, and every preference of a customer is seamlessly integrated into a single platform, enabling businesses to enhance customer experiences, boost sales, and gain a competitive edge. The results would be astoundingly helpful. The process, however ..read more

When most of us hear the word “accounting,” we think of balance sheets and financial accounting ledgers built in Excel that provide information to external financial statement users. But there are other forms of accounting that, while not GAAP-compliant or reported externally, are no less important to the success of a business.  Take cost accounting. This form of managerial accounting aims to capture a business’ total cost of production by looking at both the variable costs of each step of production and the fixed costs. While not externally reported, cost accounting is used internally to ..read more

We live in an era of data-driven decision-making, where things like CRM statistics and software are now critical components for any organization that is trying to provide excellent customer experiences and stay ahead of their competitors.  With CRM usage boosting sales by at least 29% and productivity by up to 34%, businesses can hardly afford not to leverage a CRM. But is there a difference between your team just using CRM . . . and making it easy for your team to use it better?      Take control of your day with the help of CloudExtend’s inbox to NetSuite integrations fo ..read more

There’s no question that ERPs are a crucial part of integrating and centralizing resources, data, and operations across an organization. While still considered to be a back office tool, ERPs do power multiple front-end functions and most organizations would consider them an indispensable part of doing business. Several trends will characterize ERPs in 2024, trends that you might want to take a look at to ensure your ERP stays on the leading edge—and your business does, too. It’s an exciting time in the ERP world: The global ERP market has grown 8% since 2022, according to research from HG Insi ..read more

An ERP is one of the best business investments an organization can make. But as your business grows, sometimes it can grow out of the ERP you chose early on. This isn’t a bad thing—unless you stay with that ERP and watch your business growth and scalability stifle. Instead, it might be time to consider switching ERPs.  Here’s How You Know It’s Time Most technology we use will have a limited useful life. That—along with better cameras and shiny titanium cases—is the reason we all get new phones every couple of years. It’s the same with your ERP: What worked for your business at the outset ..read more