Case Study: a small insurance business saves 1–5 hours per week with CloudExtend ExtendSync for Outlook

a small business saves 1–5 hours per week with CloudExtend

A small business in the insurance industry faced challenges with a fully manual process for attaching emails and files to NetSuite records. This led to a lack of centralized communication tracking and a need to minimize storage costs. They turned to CloudExtend and its ExtendSync for Outlook product to build a single source of truth and improve efficiency.

CloudExtend's solution enabled the company to save email attachments and link OneDrive/SharePoint files directly to NetSuite, which helped save on file storage. By implementing this automation from CloudExtend, the small business saved 1-5 hours per week and improved its overall efficiency and productivity by up to 40%.