Accelerator for Sage CRM
CRM and Outlook Integration
Sage CRM is a powerful tool to manage customer engagement be that new orders or opportunities or for case management. The challenge is always to get quality data into CRM that contributes to solid reporting and data-based business decisions.
The Solution
For the most part, users of CRM will be familiar with working in Microsoft Outlook. To be able to access CRM from their email, means there is greater visibility of customer data and ease of data entry.
User adoption is greatly enhanced when emails and phone calls can be logged easily from Outlook, delivering that 360° view of customer engagement.
With just a single click, a user can peruse customer history in Sage CRM, create new opportunities or cases. If the person the email is from does not exist in CRM, Accelerator for Sage CRM will present a ‘Create new’ company screen, updating Sage CRM with just a few clicks. Accelerator is tightly integrated with Sage CRM allowing a user to surface CRM data without leaving Outlook.
Accelerator for Sage CRM is the only Outlook Integration tool for Sage CRM available. For lighter users who wish only to file communications in CRM, Accelerator Lite is available at a reduced cost.
The Solution
For the most part, users of CRM will be familiar with working in Microsoft Outlook. To be able to access CRM from their email, means there is greater visibility of customer data and ease of data entry.
User adoption is greatly enhanced when emails and phone calls can be logged easily from Outlook, delivering that 360° view of customer engagement.
With just a single click, a user can peruse customer history in Sage CRM, create new opportunities or cases. If the person the email is from does not exist in CRM, Accelerator for Sage CRM will present a ‘Create new’ company screen, updating Sage CRM with just a few clicks. Accelerator is tightly integrated with Sage CRM allowing a user to surface CRM data without leaving Outlook.
Accelerator for Sage CRM is the only Outlook Integration tool for Sage CRM available. For lighter users who wish only to file communications in CRM, Accelerator Lite is available at a reduced cost.
CRM Context
Your CRM Data Surface Company/Contact data within Outlook leveraging the power of Sage CRM.
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Create New Records
Update CRM With just a few clicks update Sage CRM, keeping customer data accurate and relevant.
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Customizations
Customize Accelerator is customizable whether that be exposing ERP data at Company or Person level.
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ACCELERATOR DEMO
WHAT SAGE PARTNERS ARE SAYING ...
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"Accelerator has been an indispensable tool for our Sage CRM clients that need to attach their email communications to records in CRM. Especially for clients that use the Opportunities or Cases module in CRM, the tagging feature is heavily utilized so that email threads are automatically associated with the appropriate Opportunity or Case for proper tracking. Our clients also love how Accelerator essentially opens a window to Sage CRM right from within the Outlook interface. We have been selling the Accelerator product with every new Sage CRM project we implement. It is a core part of our delivered Sage CRM solution."
- Don Grubor - Effective Solutions
"CRM Together’s Accelerator (Outlook) integration is critical part of any Sage CRM project. It makes the client’s overall system significantly better."
- Dan Cousins – My CRM Manager
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Brought To You By CRM Together
Accelerator for Sage CRM is a powerful outlook integration for Sage CRM, published, maintained, updated and supported by CRM Together. CRM Together is an official Sage 100/300/CRM development partner based out of Ireland. They have partners, resellers and customers based all over the world. Their software development is focused on the UX (User Experience), their aim is to make users find working with CRM using their tools effective and intuitive. More On CRM Together ...
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