Case Study: InSource Solutions improves client experience and saves 200 hours per user per year with CloudExtend Outlook for NetSuite

InSource Solutions Uses CloudExtend Outlook for NetSuite to Improve the Client Experience and Save 200 Hours Per User/Year

InSource Solutions, a Richmond, Virginia-based provider of software and services for manufacturers, needed a better way to manage client communications in NetSuite. With a remote workforce and many departments handling complex customer interactions, the company wanted to eliminate duplicated conversations, improve visibility, and replace a cumbersome email logging process. CloudExtend Outlook for NetSuite was chosen to help solve these challenges.

Using CloudExtend Outlook for NetSuite, InSource Solutions connected emails to customer records, invoices, purchase orders, and projects across accounting, purchasing, services, and client success teams. The Autopilot feature reduced manual work by automatically attaching thread replies to the same records, helping save about 4 hours per user per week, or roughly 200 hours per user each year. CloudExtend also improved onboarding and gave staff a clearer view of past communications, strengthening the client experience.

InSource Solutions

Tom Barczak

Chief Information Officer