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Latest posts
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HubSpot Sales Team Dashboard Template for Excel
Most sales leaders on HubSpot can tell you who closed the biggest deal last quarter. What is harder to answer quickly is why one rep consistently outperforms another. Is it a higher win rate, bigger deals, a fuller pipeline, or simply more at-bats? Without a side-by-side view,…
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Is Your NetSuite Email Sync Actually Building a Complete CRM Record?
Here’s a situation that comes up more often than it should: A sales leader asks for a summary of all customer communication on an account before a renewal conversation. The rep assures them that the emails are in NetSuite. Most of them are. The ones from the last few months,…
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How to Build a Channel Attribution ROI Report in HubSpot without Custom Properties
Marketing teams on HubSpot usually know how much they are spending per channel. What is often harder to answer quickly is which channels are actually driving revenue, and whether the revenue correlation is supported when you look at it from more than one angle. Without…
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CloudExtend is heading to SuiteWorld 2026: Come visit us at booth #548
SuiteWorld is back, and so are we. This October 25 to 28, CloudExtend is proud to sponsor the conference at Caesars Forum in Las Vegas for NetSuite’s flagship annual event, and we want to see you there! Stop by booth #548 to discuss workflow headaches, not sales pitches, and see…
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CRM Automation vs. Manual Processes: A Practical Comparison for 2026
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 still doing this work…
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ExtendSync vs. Netgain SuperSync: Which NetSuite Outlook Integration Is Right for Your Team?
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 address that disconnect.…
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Want Smarter CRM AI? Start by Capturing Every Customer Conversation
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 and meetings associated…
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A Better Way to Work with HubSpot Data in Excel
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 landscape has changed, with a…
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How to Update Salesforce from Excel: Faster Pipeline Management without CSVs
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 breaks when it’s time to…
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ExtendInsights vs. Solution 7: Which Excel Reporting Solution Is Right for NetSuite?
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 live NetSuite data into…