Case Study: Salesloft saves 40+ hours a week with CloudExtend Excel Data Management for NetSuite

A Word of Mouth Referral Saves SalesLoft Accounting Department Over 40 Hours a Week

SalesLoft, a sales engagement platform company based in Atlanta, was spending more than 40 hours a week on manual accounting work to update sales orders and customer payments in NetSuite. The team needed a better way to handle this growing workload without adding headcount, and they turned to CloudExtend Excel Data Management for NetSuite.

CloudExtend implemented an Excel-based data management solution that let SalesLoft create new records and update existing NetSuite data directly from Excel, while enforcing roles and permissions. The result was a much faster and more accurate process, with the accounting team reducing a 40-hour weekly task to about one hour a day, improving morale, and making the workflow scalable without disrupting business operations.

Salesloft

Shady Hadid

Senior Revenue Accountant