1. Streamlined Communication
2. Enhanced Customer Relationship Management (CRM)
3. Workflow Automation
4. Seamless Document Management
5. Improved Efficiency and Productivity
How Does Outlook Integration work?
Context is established based upon the email highlighted and the domain in the ‘from’ or ‘to’ field. An exact match may be established in CRM, or if no match is found the opportunity to create a new contact in CRM.
Users can jump right into Sage CRM from outlook. This makes Sage CRM feel like an extension of Outlook and improves the chances of a successful CRM implementation and strategy.
Conclusion: Integration Drives User Adoption
Most users of CRM will conduct the bulk of their work over the phone or via email. Allowing them to establish a CRM context in their native working environment will enhance user adoption tenfold. Every user has a 360° view in CRM and Outlok of customer engagement across the business allowing them to understand the customer better.
Guest Article by CRM Together
Their flagship product, Accelerator for Sage CRM, is a powerful Microsoft Outlook integration that streamlines your entire CRM experience and unlocks the full potential of your software and technology investment.