Trinity Displays Email and Calendar Integration Case Study

This case study details how Trinity Displays implemented ExtendSync for Outlook to enhance their operational efficiency. The organization faced challenges with their previous ERP solution, which was inadequate for managing communications and order details. To address this, they migrated to NetSuite but required further customization to streamline processes. The introduction of ExtendSync allowed for automatic association of emails and attachments with NetSuite records directly from Outlook, significantly improving workflow. The Autopilot feature played a crucial role by ensuring that all communications related to ongoing projects were organized and easily accessible. Additionally, the Calendar Autopilot feature enhanced visibility by automatically uploading sales meetings into NetSuite. This integration has transformed the way Trinity Displays operates, eliminating manual processes and reducing communication delays. The result has been a significant time savings, with team members reporting a reduction of hours spent on information management each day, ultimately leading to improved clarity and efficiency in project management.