Sage CRM Outlook Integration
Sage CRM has complete, two-way synchronisation with Microsoft
Outlook contacts, calendar (appointments) and tasks, in addition to
enhanced email integration. You also have the option to use your
entire Sage CRM system from within the standard Microsoft Outlook
interface. Lastly, this comprehensive integration also enables you
to synchronise your CRM data to pocket devices such as mobile
phones and PDAs that synchronise with Outlook.
With the powerful integration, you can:
- Use all the features of Sage CRM entirely from within the
Outlook interface
- no more switching from one application to the other.
- Bi-directionally synchronise contacts, appointments and tasks
between
Outlook and Sage CRM.
- Perform one-way export from Sage CRM to Microsoft Outlook.
- Send email within Sage CRM using Outlook and automatically have
the email
stored in the relevant customer contact history, including
attachments.
- Easily import email from Outlook into the appropriate customer
contact
within Sage CRM.
- Choose which contacts and calendar items flow between
applications, allowing
you to work the way you want.
Benefits of Microsoft Outlook Integration
include:
- Improved customer service: all customer
communication can
be tracked in the CRM system even as employees work from
Outlook.
- Enhanced efficiency and increased
productivity: employees
can have faster access to vital customer information from within
Outlook.
- CRM implementation success: internal staff
adoption rates
are higher as staff can use the CRM system from within the
familiar Outlook
interface.
For more information, please contact us on 0845 850
1550, or email us at info@pythagoras.co.uk.