Case Study: Technologent Saves 7,300 Hours with CloudExtend Excel for NetSuite

Technologent Used CloudExtend Excel for NetSuite to Save 7300 Hours in One Year

Technologent, a global provider of information technology solutions and services, needed a faster way to create multi-line quotes and manage sales forecasts in NetSuite. As its inside sales team handled quotes, purchase orders, renewals, and other tasks, manual browser-based data entry was taking too much time and making updates cumbersome. To streamline this work, Technologent turned to CloudExtend Excel for NetSuite.

With CloudExtend, Technologent was able to create, edit, refresh, and bulk update quotes and forecasts in Excel and then sync the data back to NetSuite much more efficiently. The company reported saving 7,300 hours in 2020 alone, while some users handled quotes with 500 to 1,500 lines and could load a quote in under a minute. CloudExtend also helped reduce errors and gave the team greater confidence in the accuracy of their data.

Technologent

Liz Lyndall

Sr. Sales Operation Specialist