Case Study on ExtendSync for Outlook Integration

This case study examines the implementation of ExtendSync for Outlook within a manufacturing small business, based on a survey of CloudExtend customers. The profiled company, which remains unnamed for confidentiality, faced several challenges prior to adopting the solution. These included a fully manual approach to attaching emails to NetSuite, a lack of centralized communication tracking, and the need for a single source of truth. The organization evaluated other solutions, including SuperSync and Netgain, before selecting ExtendSync for Outlook. Key features utilized include Email Autopilot for automatically attaching emails by thread and email address, as well as Calendar Autopilot for syncing calendar events. As a result of implementing CloudExtend, the company reported saving 5 to 10 hours per week through automation and achieving more than a 40% improvement in efficiency and productivity. The organization also uses ExtendSync to track contact outreach frequency.