Case Study: C.L. Services increases productivity and cuts operating costs with CloudExtend ExtendInsights for Salesforce

C.L. Services boosts productivity by 75% with CloudExtend

C.L. Services, a logistics provider, faced challenges with inefficient data management between its Salesforce CRM and Excel. Their previous tool was not user-friendly, lacked pre-built templates, and required extensive manual effort from their finance and IT teams, costing the company time and money on unused software licenses. To address this, they turned to vendor CloudExtend and its product ExtendInsights for Salesforce.

The solution from CloudExtend integrated directly into Excel, allowing the team to manage Salesforce data in real-time. This streamlined processes, such as creating journal entries and applying mass changes, which drastically cut the time for tasks from 6-7 hours down to about 90 minutes. As a result, C.L. Services increased productivity by 75%, saved thousands of dollars per year, and improved inter-departmental efficiency.

C.L. Services