CRM Solutions




 

Prior Analytics Ltd

Spring Terrace,
Richmond,
Surrey,
TW9 1LW
 
Tel: 123456789
Fax: 123456789
e-mail: 123@wcctv.com


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CRM MME - Outlook Integration

Complete, two-way synchronisation with Microsoft Outlook

CRM MME now has complete, two-way synchronisation with Microsoft Outlook contacts, calendars and tasks, in addition to enhanced e-mail integration. This comprehensive integration also enables you to synchronise your CRM data to pocket devices such as mobile phones and PDAs that synchronise with Outlook. Lastly, you have the option to use your entire Sagecrm.com system from within the standard Microsoft Outlook interface.

With the powerful integration, you can:

  • Use the features of CRM MME 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 CRM MME
  • Send e-mail within CRM MME using Outlook and automatically have the e-mail stored in the relevant customer contact history, including attachments
  • Easily import e-mail from Outlook into the appropriate customer contact within CRM MME.

Choose which contacts and calendar items flow between applications, allowing you to work the way you want.

Benefits

  • 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.

 

Training & Events

GoldMine Premium Edition Upgrade Course
30th September 2010

 

Sage CRM BPAM
5th, 6th & 7th October 2010

 

Reporting Services (SSRS) Training Course
12th & 13th October 2010

 

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