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

How C.L. Services Slashed Operating Costs While Increasing Productivity by 75%

C.L. Services, a fast-growing freight management and third-party logistics provider, struggled with a clunky Salesforce data management tool that required manual Excel template building, field mapping, and repeated searching for account IDs and GL codes. Their finance and IT teams were burdened by too many manual processes, and unused licenses were costing the company money. They used CloudExtend Excel for Salesforce to help address these challenges.

With CloudExtend, C.L. Services could manage Salesforce data in real time directly from Excel, eliminating the need for separate data loader software and making the process easier for employees already comfortable in Excel. The vendor’s native support for custom objects also helped the team handle Accounting Seed records, journal entries, finance charges, and mass updates more efficiently, cutting cash application work from 6-7 hours a day to about 1.5 hours. CloudExtend helped the company boost productivity by 25%, streamline operations, and save thousands of dollars per year.

C.L. Services

Steffen Lewis

Director, I.T